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Arista Networks

413 hedge funds and large institutions have $9.87B invested in Arista Networks in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 133 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 24

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

23% more funds holding

Funds holding: 337413 (+76)

22% more capital invested

Capital invested by funds: $8.1B → $9.87B (+$1.77B)

5% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 127

17% less call options, than puts

Call options by funds: $102M | Put options by funds: $123M

29.84% less ownership

Funds ownership: 943.47%913.63% (-30%)

Holders
413
Holders Change
+76
Holders Change %
+22.55%
% of All Funds
9.37%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.32%
New
104
Increased
133
Reduced
127
Closed
24
Calls
$102M
Puts
$123M
Net Calls
-$20.9M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.56B -$1.21M -90,368 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B +$104M +7,775,040 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$726M -$40M -2,987,168 -6%
BlackRock
4
BlackRock
New York
$610M -$4.89M -365,600 -0.9%
JSP
5
Jackson Square Partners
California
$300M +$216M +16,119,856 +380%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$287M -$312M -23,300,960 -54%
JP Morgan Chase
7
JP Morgan Chase
New York
$255M +$3.77M +281,968 +2%
State Street
8
State Street
Massachusetts
$223M -$34.4M -2,572,688 -15%
First Trust Advisors
9
First Trust Advisors
Illinois
$213M +$30.2M +2,255,104 +18%
Renaissance Technologies
10
Renaissance Technologies
New York
$195M +$32.1M +2,400,000 +22%
EVM
11
Eaton Vance Management
Massachusetts
$174M +$1.36M +101,984 +0.9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$164M -$27.6M -2,063,088 -16%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$164M -$21.4M -1,598,400 -12%
Allianz Asset Management
14
Allianz Asset Management
Germany
$153M +$56.8M +4,248,304 +69%
Macquarie Group
15
Macquarie Group
Australia
$145M +$73.5M +5,494,640 +125%
Goldman Sachs
16
Goldman Sachs
New York
$145M -$42.2M -3,154,352 -24%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$137M -$108M -8,044,848 -46%
GGHC
18
Gilder Gagnon Howe & Co
New York
$130M -$7.38M -551,488 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$105M -$4.16M -311,312 -4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$102M +$60.6M +4,528,976 +189%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$101M +$5.05M +377,520 +6%
WRF
22
Waddell & Reed Financial
Kansas
$94.5M +$591K +44,208 +0.7%
UBS AM
23
UBS AM
Illinois
$88.1M -$7.71M -576,448 -9%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$86.4M +$21.2M +1,584,928 +37%
Two Sigma Investments
25
Two Sigma Investments
New York
$82M +$26M +1,940,016 +53%

ANET Hedge Fund Activity: Q4 2017 in Review

413 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2017, worth a combined $9.87B — up 22% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new ANET positions and 24 closed out — a net gain of 80 holders — while 133 added to existing stakes and 127 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $216M. The largest seller was Wellington Management Group, cutting an estimated $312M.

  • 413 institutional investors held Arista Networks (ANET) as of Q4 2017, up from 337 in Q3 2017.
  • Funds reported $9.87B of Arista Networks stock for Q4 2017, up 22% quarter-over-quarter.
  • 104 funds opened new Arista Networks positions in Q4 2017 and 24 closed out, a net change of +80 holders.
  • The largest Arista Networks buyer in Q4 2017 was Jackson Square Partners, an estimated $216M added.
  • The largest Arista Networks seller in Q4 2017 was Wellington Management Group, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2017.