Arista Networks
ANET
531 hedge funds and large institutions have $9.42B invested in Arista Networks in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 180 increasing their positions, 172 reducing their positions, and 97 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 172
0.5% more ownership
Funds ownership: 969.01% → 969.51% (+0.5%)
0% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 97
1% less funds holding
Funds holding: 539 → 531 (-8)
15% less capital invested
Capital invested by funds: $11.1B → $9.42B (-$1.67B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
51% less call options, than puts
Call options by funds: $257M | Put options by funds: $522M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$366M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$134M |
| 3 |
ClearBridge Investments
New York
|
+$114M |
| 4 |
SEP
Soma Equity Partners
San Francisco,
California
|
+$84.2M |
| 5 |
EPFB
Employees Provident Fund Board
Shah Alam,
Malaysia
|
+$70.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$280M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$183M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$88.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$85.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$75.1M |
ANET Hedge Fund Activity: Q4 2019 in Review
531 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2019, worth a combined $9.42B — down 15% from $11.1B a quarter earlier.
Fund positioning in ANET was balanced in Q4 2019: 97 funds opened new positions, 97 closed out, 180 added to existing stakes and 172 trimmed.
The largest buyer was Ruane, Cunniff & Goldfarb, adding an estimated $366M. The largest seller was Capital International Investors, cutting an estimated $280M.
- 531 institutional investors held Arista Networks (ANET) as of Q4 2019, down from 539 in Q3 2019.
- Funds reported $9.42B of Arista Networks stock for Q4 2019, down 15% quarter-over-quarter.
- 97 funds opened new Arista Networks positions in Q4 2019 and 97 closed out, a net change of 0 holders.
- The largest Arista Networks buyer in Q4 2019 was Ruane, Cunniff & Goldfarb, an estimated $366M added.
- The largest Arista Networks seller in Q4 2019 was Capital International Investors, an estimated $280M sold.
Based on aggregated 13F filings for Q4 2019.