Arista Networks
ANET
917 hedge funds and large institutions have $35.6B invested in Arista Networks in 2023 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 297 increasing their positions, 334 reducing their positions, and 89 closing their positions.
96% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 89
67% more funds holding in top 10
Funds holding in top 10: 15 → 25 (+10)
38% more capital invested
Capital invested by funds: $25.8B → $35.6B (+$9.83B)
30% more call options, than puts
Call options by funds: $528M | Put options by funds: $406M
8% more funds holding
Funds holding: 850 → 917 (+67)
0.93% less ownership
Funds ownership: 280.02% → 279.1% (-0.93%)
11% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 334
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$305M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$189M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$184M |
| 4 |
Jennison Associates
New York
|
+$154M |
| 5 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$159M |
| 2 |
Man Group
London,
United Kingdom
|
-$139M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$139M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$95.7M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$92.4M |
ANET Hedge Fund Activity: Q1 2023 in Review
917 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2023, worth a combined $35.6B — up 38% from $25.8B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new ANET positions and 89 closed out — a net gain of 85 holders — while 297 added to existing stakes and 334 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $305M. The largest seller was Capital Research Global Investors, cutting an estimated $159M.
- 917 institutional investors held Arista Networks (ANET) as of Q1 2023, up from 850 in Q4 2022.
- Funds reported $35.6B of Arista Networks stock for Q1 2023, up 38% quarter-over-quarter.
- 174 funds opened new Arista Networks positions in Q1 2023 and 89 closed out, a net change of +85 holders.
- The largest Arista Networks buyer in Q1 2023 was Fidelity Investments, an estimated $305M added.
- The largest Arista Networks seller in Q1 2023 was Capital Research Global Investors, an estimated $159M sold.
Based on aggregated 13F filings for Q1 2023.