Arista Networks
ANET
1,217 hedge funds and large institutions have $50.6B invested in Arista Networks in 2023 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 414 increasing their positions, 397 reducing their positions, and 74 closing their positions.
264% more first-time investments, than exits
New positions opened: 269 | Existing positions closed: 74
54% more funds holding in top 10
Funds holding in top 10: 24 → 37 (+13)
30% more capital invested
Capital invested by funds: $39B → $50.6B (+$11.6B)
17% more funds holding
Funds holding: 1,037 → 1,217 (+180)
2.58% more ownership
Funds ownership: 273.96% → 276.54% (+2.6%)
4% more repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 397
15% less call options, than puts
Call options by funds: $855M | Put options by funds: $1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$850M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$117M |
| 4 |
BlackRock
New York
|
+$102M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$253M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$238M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$203M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$185M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$184M |
ANET Hedge Fund Activity: Q4 2023 in Review
1,217 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q4 2023, worth a combined $50.6B — up 30% from $39B a quarter earlier.
Buyers outnumbered sellers: 269 funds opened new ANET positions and 74 closed out — a net gain of 195 holders — while 414 added to existing stakes and 397 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $850M. The largest seller was Cresset Asset Management, cutting an estimated $253M.
- 1,217 institutional investors held Arista Networks (ANET) as of Q4 2023, up from 1,037 in Q3 2023.
- Funds reported $50.6B of Arista Networks stock for Q4 2023, up 30% quarter-over-quarter.
- 269 funds opened new Arista Networks positions in Q4 2023 and 74 closed out, a net change of +195 holders.
- The largest Arista Networks buyer in Q4 2023 was JP Morgan Chase, an estimated $850M added.
- The largest Arista Networks seller in Q4 2023 was Cresset Asset Management, an estimated $253M sold.
Based on aggregated 13F filings for Q4 2023.