Arista Networks
ANET
1,354 hedge funds and large institutions have $61.9B invested in Arista Networks in 2024 Q1 according to their latest regulatory filings, with 233 funds opening new positions, 517 increasing their positions, 436 reducing their positions, and 81 closing their positions.
188% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 81
19% more repeat investments, than reductions
Existing positions increased: 517 | Existing positions reduced: 436
11% more funds holding
Funds holding: 1,217 → 1,354 (+137)
5% more funds holding in top 10
Funds holding in top 10: 37 → 39 (+2)
3% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.22B
0.77% less ownership
Funds ownership: 69.13% → 68.37% (-0.77%)
5% less capital inflows, than outflows
Capital inflows: $4.26B | Capital outflows: $4.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$820M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$344M |
| 3 |
BlackRock
New York
|
+$191M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$143M |
| 5 |
JP Morgan Chase
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$864M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$426M |
| 3 |
Neuberger Berman Group
New York
|
-$300M |
| 4 |
Jennison Associates
New York
|
-$247M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$218M |
ANET Hedge Fund Activity: Q1 2024 in Review
1,354 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in Arista Networks (ANET) for Q1 2024, worth a combined $61.9B — up 22% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new ANET positions and 81 closed out — a net gain of 152 holders — while 517 added to existing stakes and 436 trimmed.
The largest buyer was GQG Partners, opening a new position worth an estimated $820M. The largest seller was Vanguard Group, cutting an estimated $864M.
- 1,354 institutional investors held Arista Networks (ANET) as of Q1 2024, up from 1,217 in Q4 2023.
- Funds reported $61.9B of Arista Networks stock for Q1 2024, up 22% quarter-over-quarter.
- 233 funds opened new Arista Networks positions in Q1 2024 and 81 closed out, a net change of +152 holders.
- The largest Arista Networks buyer in Q1 2024 was GQG Partners, an estimated $820M added.
- The largest Arista Networks seller in Q1 2024 was Vanguard Group, an estimated $864M sold.
Based on aggregated 13F filings for Q1 2024.