Arista Networks
ANET
1,037 hedge funds and large institutions have $39B invested in Arista Networks in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 369 increasing their positions, 353 reducing their positions, and 80 closing their positions.
115% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 80
60% more funds holding in top 10
Funds holding in top 10: 15 → 24 (+9)
13% more capital invested
Capital invested by funds: $34.5B → $39B (+$4.56B)
8% more funds holding
Funds holding: 956 → 1,037 (+81)
5% more repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 353
4% more call options, than puts
Call options by funds: $586M | Put options by funds: $565M
2.03% less ownership
Funds ownership: 275.99% → 273.96% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$448M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$391M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$207M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$183M |
| 5 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$335M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$330M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$231M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$199M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$141M |
ANET Hedge Fund Activity: Q3 2023 in Review
1,037 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q3 2023, worth a combined $39B — up 13% from $34.5B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new ANET positions and 80 closed out — a net gain of 92 holders — while 369 added to existing stakes and 353 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $448M. The largest seller was AllianceBernstein, cutting an estimated $335M.
- 1,037 institutional investors held Arista Networks (ANET) as of Q3 2023, up from 956 in Q2 2023.
- Funds reported $39B of Arista Networks stock for Q3 2023, up 13% quarter-over-quarter.
- 172 funds opened new Arista Networks positions in Q3 2023 and 80 closed out, a net change of +92 holders.
- The largest Arista Networks buyer in Q3 2023 was Fidelity Investments, an estimated $448M added.
- The largest Arista Networks seller in Q3 2023 was AllianceBernstein, an estimated $335M sold.
Based on aggregated 13F filings for Q3 2023.