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Arista Networks

538 hedge funds and large institutions have $11.1B invested in Arista Networks in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 161 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 161

11.59% more ownership

Funds ownership: 957.42%969.01% (+12%)

1% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 76

0% less funds holding

Funds holding: 539538 (-1)

7% less capital invested

Capital invested by funds: $11.9B → $11.1B (-$816M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

39% less call options, than puts

Call options by funds: $239M | Put options by funds: $392M

Holders
538
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
77
Increased
210
Reduced
161
Closed
76
Calls
$239M
Puts
$392M
Net Calls
-$152M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$47.1M +3,043,904 +3%
BlackRock
2
BlackRock
New York
$939M +$6.27M +404,992 +0.6%
Artisan Partners
3
Artisan Partners
Wisconsin
$560M +$158M +10,197,104 +37%
State Street
4
State Street
Massachusetts
$507M +$12M +775,280 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$416M -$36.9M -2,384,320 -8%
Capital International Investors
6
Capital International Investors
California
$405M +$8.17K +528 +0%
JSP
7
Jackson Square Partners
California
$296M +$7.53M +486,288 +3%
EVM
8
Eaton Vance Management
Massachusetts
$233M +$3.14M +202,944 +1%
UBS AM
9
UBS AM
Illinois
$222M +$94.9M +6,128,464 +70%
JP Morgan Chase
10
JP Morgan Chase
New York
$220M +$7.46M +481,776 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$208M -$67.2M -4,343,248 -24%
Swedbank
12
Swedbank
Sweden
$208M +$27.8M +1,798,960 +15%
EIP
13
Epoch Investment Partners
New York
$195M +$68.3M +4,410,624 +51%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$194M -$216M -13,941,184 -52%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$194M +$11.5M +739,888 +6%
American Century Companies
16
American Century Companies
Missouri
$189M +$141M +9,120,112 +257%
Capital Research Global Investors
17
Capital Research Global Investors
California
$183M -$88.1M -5,694,256 -32%
Ameriprise
18
Ameriprise
Minnesota
$174M +$41.9M +2,708,544 +30%
Northern Trust
19
Northern Trust
Illinois
$147M +$1.26M +81,424 +0.8%
Norges Bank
20
Norges Bank
Norway
$141M +$1.82M +117,600 +1%
Goldman Sachs
21
Goldman Sachs
New York
$130M -$34.7M -2,239,888 -20%
WRF
22
Waddell & Reed Financial
Kansas
$129M +$22M +1,423,824 +20%
Macquarie Group
23
Macquarie Group
Australia
$129M +$1.61M +103,824 +1%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$126M +$86M +5,553,600 +193%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$120M -$15.5M -1,004,656 -11%

ANET Hedge Fund Activity: Q3 2019 in Review

538 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2019, worth a combined $11.1B — down 6.9% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ANET positions and 76 closed out — a net gain of 1 holder — while 210 added to existing stakes and 161 trimmed.

The largest buyer was Artisan Partners, adding an estimated $158M. The largest seller was Fidelity Investments, cutting an estimated $216M.

  • 538 institutional investors held Arista Networks (ANET) as of Q3 2019, down from 539 in Q2 2019.
  • Funds reported $11.1B of Arista Networks stock for Q3 2019, down 6.9% quarter-over-quarter.
  • 77 funds opened new Arista Networks positions in Q3 2019 and 76 closed out, a net change of +1 holder.
  • The largest Arista Networks buyer in Q3 2019 was Artisan Partners, an estimated $158M added.
  • The largest Arista Networks seller in Q3 2019 was Fidelity Investments, an estimated $216M sold.

Based on aggregated 13F filings for Q3 2019.