Arista Networks
ANET
483 hedge funds and large institutions have $10.3B invested in Arista Networks in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 170 increasing their positions, 151 reducing their positions, and 36 closing their positions.
197% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 36
17% more funds holding
Funds holding: 413 → 483 (+70)
13% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 151
5% more capital invested
Capital invested by funds: $9.82B → $10.3B (+$458M)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
41.43% less ownership
Funds ownership: 913.62% → 872.19% (-41%)
50% less call options, than puts
Call options by funds: $145M | Put options by funds: $288M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$96.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$95.9M |
| 3 |
JP Morgan Chase
New York
|
+$85.6M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$57.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$363M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$323M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$155M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$61M |
| 5 |
Two Sigma Investments
New York
|
-$54M |
ANET Hedge Fund Activity: Q1 2018 in Review
483 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2018, worth a combined $10.3B — up 4.7% from $9.82B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new ANET positions and 36 closed out — a net gain of 71 holders — while 170 added to existing stakes and 151 trimmed.
The largest buyer was Norges Bank, adding an estimated $96.7M. The largest seller was Capital Research Global Investors, cutting an estimated $363M.
- 483 institutional investors held Arista Networks (ANET) as of Q1 2018, up from 413 in Q4 2017.
- Funds reported $10.3B of Arista Networks stock for Q1 2018, up 4.7% quarter-over-quarter.
- 107 funds opened new Arista Networks positions in Q1 2018 and 36 closed out, a net change of +71 holders.
- The largest Arista Networks buyer in Q1 2018 was Norges Bank, an estimated $96.7M added.
- The largest Arista Networks seller in Q1 2018 was Capital Research Global Investors, an estimated $363M sold.
Based on aggregated 13F filings for Q1 2018.