Arista Networks
ANET
633 hedge funds and large institutions have $14.7B invested in Arista Networks in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 227 increasing their positions, 215 reducing their positions, and 71 closing their positions.
13% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 71
6% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 215
5% more capital invested
Capital invested by funds: $14B → $14.7B (+$643M)
0% more funds holding
Funds holding: 630 → 633 (+3)
1.88% less ownership
Funds ownership: 1,021.87% → 1,019.99% (-1.9%)
10% less call options, than puts
Call options by funds: $176M | Put options by funds: $196M
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$374M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$161M |
| 3 |
JP Morgan Chase
New York
|
+$114M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$150M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$139M |
| 3 |
Renaissance Technologies
New York
|
-$94M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$69.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$44M |
ANET Hedge Fund Activity: Q1 2021 in Review
633 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2021, worth a combined $14.7B — up 4.6% from $14B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new ANET positions and 71 closed out — a net gain of 9 holders — while 227 added to existing stakes and 215 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $374M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $150M.
- 633 institutional investors held Arista Networks (ANET) as of Q1 2021, up from 630 in Q4 2020.
- Funds reported $14.7B of Arista Networks stock for Q1 2021, up 4.6% quarter-over-quarter.
- 80 funds opened new Arista Networks positions in Q1 2021 and 71 closed out, a net change of +9 holders.
- The largest Arista Networks buyer in Q1 2021 was Capital Research Global Investors, an estimated $374M added.
- The largest Arista Networks seller in Q1 2021 was Ruane, Cunniff & Goldfarb, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2021.