Arista Networks
ANET
630 hedge funds and large institutions have $14B invested in Arista Networks in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 205 increasing their positions, 196 reducing their positions, and 57 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
128% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 57
40% more capital invested
Capital invested by funds: $10B → $14B (+$4.03B)
12% more funds holding
Funds holding: 563 → 630 (+67)
1.82% more ownership
Funds ownership: 1,020.05% → 1,021.87% (+1.8%)
8% more call options, than puts
Call options by funds: $556M | Put options by funds: $517M
5% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$152M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$77.9M |
| 3 |
BlackRock
New York
|
+$59.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$113M |
| 2 |
Renaissance Technologies
New York
|
-$93.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$72.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$62.3M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$50.3M |
ANET Hedge Fund Activity: Q4 2020 in Review
630 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2020, worth a combined $14B — up 40% from $10B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new ANET positions and 57 closed out — a net gain of 73 holders — while 205 added to existing stakes and 196 trimmed.
The largest buyer was Capital World Investors, adding an estimated $152M. The largest seller was AllianceBernstein, cutting an estimated $113M.
- 630 institutional investors held Arista Networks (ANET) as of Q4 2020, up from 563 in Q3 2020.
- Funds reported $14B of Arista Networks stock for Q4 2020, up 40% quarter-over-quarter.
- 130 funds opened new Arista Networks positions in Q4 2020 and 57 closed out, a net change of +73 holders.
- The largest Arista Networks buyer in Q4 2020 was Capital World Investors, an estimated $152M added.
- The largest Arista Networks seller in Q4 2020 was AllianceBernstein, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2020.