Arista Networks
ANET
337 hedge funds and large institutions have $8.1B invested in Arista Networks in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 137 increasing their positions, 101 reducing their positions, and 34 closing their positions.
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
36% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 101
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
25% more capital invested
Capital invested by funds: $6.5B → $8.1B (+$1.6B)
5% more funds holding
Funds holding: 320 → 337 (+17)
21.35% less ownership
Funds ownership: 964.82% → 943.47% (-21%)
31% less call options, than puts
Call options by funds: $80.4M | Put options by funds: $117M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$99.1M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$44.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$41.1M |
| 4 |
BlackRock
New York
|
+$39.2M |
| 5 |
Janus Henderson Group
London,
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$276M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$161M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$83.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$33M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$28.2M |
ANET Hedge Fund Activity: Q3 2017 in Review
337 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2017, worth a combined $8.1B — up 25% from $6.5B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ANET positions and 34 closed out — a net gain of 23 holders — while 137 added to existing stakes and 101 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $99.1M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $276M sold.
- 337 institutional investors held Arista Networks (ANET) as of Q3 2017, up from 320 in Q2 2017.
- Funds reported $8.1B of Arista Networks stock for Q3 2017, up 25% quarter-over-quarter.
- 57 funds opened new Arista Networks positions in Q3 2017 and 34 closed out, a net change of +23 holders.
- The largest Arista Networks buyer in Q3 2017 was Renaissance Technologies, an estimated $99.1M added.
- The largest Arista Networks seller in Q3 2017 was Lone Pine Capital, an estimated $276M sold.
Based on aggregated 13F filings for Q3 2017.