Arista Networks
ANET
583 hedge funds and large institutions have $14.2B invested in Arista Networks in 2019 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 207 increasing their positions, 164 reducing their positions, and 42 closing their positions.
233% more funds holding in top 10
Funds holding in top 10: 3 → 10 (+7)
198% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 42
58% more capital invested
Capital invested by funds: $9.02B → $14.2B (+$5.19B)
26% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 164
15% more funds holding
Funds holding: 505 → 583 (+78)
3.02% more ownership
Funds ownership: 56.76% → 59.78% (+3%)
16% less call options, than puts
Call options by funds: $341M | Put options by funds: $409M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swedbank
Stockholm,
Sweden
|
+$123M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$107M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.5M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$90.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$70.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$387M |
| 2 |
Renaissance Technologies
New York
|
-$83.7M |
| 3 |
Janus Henderson Group
London,
|
-$64.1M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$51.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$47.8M |
ANET Hedge Fund Activity: Q1 2019 in Review
583 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2019, worth a combined $14.2B — up 58% from $9.02B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new ANET positions and 42 closed out — a net gain of 83 holders — while 207 added to existing stakes and 164 trimmed.
The largest buyer was Swedbank, opening a new position worth an estimated $123M. The largest seller was Capital Research Global Investors, cutting an estimated $387M.
- 583 institutional investors held Arista Networks (ANET) as of Q1 2019, up from 505 in Q4 2018.
- Funds reported $14.2B of Arista Networks stock for Q1 2019, up 58% quarter-over-quarter.
- 125 funds opened new Arista Networks positions in Q1 2019 and 42 closed out, a net change of +83 holders.
- The largest Arista Networks buyer in Q1 2019 was Swedbank, an estimated $123M added.
- The largest Arista Networks seller in Q1 2019 was Capital Research Global Investors, an estimated $387M sold.
Based on aggregated 13F filings for Q1 2019.