Arista Networks
ANET
757 hedge funds and large institutions have $18.6B invested in Arista Networks in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 270 increasing their positions, 274 reducing their positions, and 112 closing their positions.
110% more call options, than puts
Call options by funds: $242M | Put options by funds: $115M
1% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 274
1.99% less ownership
Funds ownership: 258.31% → 256.32% (-2%)
3% less funds holding
Funds holding: 783 → 757 (-26)
13% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 112
33% less capital invested
Capital invested by funds: $27.6B → $18.6B (-$9.04B)
33% less funds holding in top 10
Funds holding in top 10: 18 → 12 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$127M |
| 2 |
Morgan Stanley
New York
|
+$106M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$78.1M |
| 4 |
Renaissance Technologies
New York
|
+$73.8M |
| 5 |
Millennium Management
New York
|
+$71.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$317M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$78M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$64.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$60.8M |
| 5 |
Janus Henderson Group
London,
|
-$56.7M |
ANET Hedge Fund Activity: Q2 2022 in Review
757 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2022, worth a combined $18.6B — down 33% from $27.6B a quarter earlier.
Sellers outnumbered buyers: 112 funds closed out of ANET and 98 opened new positions — a net loss of 14 holders — while 274 trimmed existing stakes and 270 added.
The largest buyer was AllianceBernstein, adding an estimated $127M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $317M sold.
- 757 institutional investors held Arista Networks (ANET) as of Q2 2022, down from 783 in Q1 2022.
- Funds reported $18.6B of Arista Networks stock for Q2 2022, down 33% quarter-over-quarter.
- 98 funds opened new Arista Networks positions in Q2 2022 and 112 closed out, a net change of -14 holders.
- The largest Arista Networks buyer in Q2 2022 was AllianceBernstein, an estimated $127M added.
- The largest Arista Networks seller in Q2 2022 was Whale Rock Capital Management, an estimated $317M sold.
Based on aggregated 13F filings for Q2 2022.