Arista Networks
ANET
956 hedge funds and large institutions have $34.5B invested in Arista Networks in 2023 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 341 increasing their positions, 325 reducing their positions, and 109 closing their positions.
70% more call options, than puts
Call options by funds: $824M | Put options by funds: $486M
40% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 109
4% more funds holding
Funds holding: 917 → 956 (+39)
5% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 325
3% less capital invested
Capital invested by funds: $35.7B → $34.5B (-$1.18B)
3.11% less ownership
Funds ownership: 279.1% → 275.99% (-3.1%)
40% less funds holding in top 10
Funds holding in top 10: 25 → 15 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.72B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$619M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$474M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
+$444M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$315M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.91B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$837M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$692M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$247M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$224M |
ANET Hedge Fund Activity: Q2 2023 in Review
956 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q2 2023, worth a combined $34.5B — down 3.3% from $35.7B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new ANET positions and 109 closed out — a net gain of 44 holders — while 341 added to existing stakes and 325 trimmed.
The largest buyer was Cresset Asset Management, adding an estimated $1.72B. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $1.91B sold.
- 956 institutional investors held Arista Networks (ANET) as of Q2 2023, up from 917 in Q1 2023.
- Funds reported $34.5B of Arista Networks stock for Q2 2023, down 3.3% quarter-over-quarter.
- 153 funds opened new Arista Networks positions in Q2 2023 and 109 closed out, a net change of +44 holders.
- The largest Arista Networks buyer in Q2 2023 was Cresset Asset Management, an estimated $1.72B added.
- The largest Arista Networks seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $1.91B sold.
Based on aggregated 13F filings for Q2 2023.