Vault-13

ARISTA NETWORKS INC

COM · CUSIP 040413106 · ISIN US0404131064

850 institutional holders +75 vs Q3 2022
213,785,827213.8m shares reported held*
$25.9bnreported value*
110 new 306 added 275 reduced 55 sold out net bought ≈ $2.1bn (+17.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($132.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $121.30. Options: 34 managers hold calls ($326.0m notional), 34 hold puts ($337.5m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 775Q4 22: 850850Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022775
Q4 2022850

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ3 22 calls: $283.8mQ3 22 puts: $275.7mQ3 22P/C 0.97Q4 22 calls: $326.0mQ4 22 puts: $337.5mQ4 22P/C 1.04
Numbers
QuarterCallsPutsP/C
Q3 2022$283.8m$275.7m0.97
Q4 2022$326.0m$337.5m1.04

Biggest buyers

J.P. Morgan Private Wealth Advisors LLC Added +11,902,638+11.9m
MORGAN STANLEY Added +3,432,952+3.4m
PRICE T ROWE ASSOCIATES INC /MD/ Added +2,980,979+3.0m
Nuveen Asset Management, LLC Added +1,288,908+1.3m
FMR LLC Added +850,543+850.5k
LORD, ABBETT & CO. LLC Added +843,489+843.5k
1832 Asset Management L.P. Added +817,781+817.8k
CITADEL ADVISORS LLC Added +675,786+675.8k
Man Group plc Added +564,796+564.8k
Amundi Added +531,585+531.6k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -2,636,040-2.6m
Capital Research Global Investors Reduced -2,568,992-2.6m
Artisan Partners Limited Partnership Reduced -1,422,578-1.4m
JPMORGAN CHASE & CO Reduced -1,010,540-1.0m
MACQUARIE GROUP LTD Reduced -841,121-841.1k
Holocene Advisors, LP Reduced -800,683-800.7k
NEUBERGER BERMAN GROUP LLC Reduced -505,631-505.6k
FIRST TRUST ADVISORS LP Reduced -383,585-383.6k
ALLIANCEBERNSTEIN L.P. Reduced -362,555-362.6k
ROYAL BANK OF CANADA Reduced -301,278-301.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $80.2m661.0k shares
CITADEL ADVISORS LLC Reduced $57.3m472.3k shares
Parallax Volatility Advisers, L.P. Added $31.3m258.3k shares
PEAK6 Investments LLC Reduced $27.7m228.6k shares
JANE STREET GROUP, LLC Reduced $18.6m152.9k shares
Walleye Trading LLC Added $18.2m149.8k shares
BANK OF AMERICA CORP /DE/ Reduced $11.9m97.9k shares
SIMPLEX TRADING, LLC Reduced $11.6m95.8k shares
CAPITAL FUND MANAGEMENT S.A. Added $10.5m86.8k shares
D. E. Shaw & Co., Inc. Added $10.1m82.9k shares

Biggest puts

CITADEL ADVISORS LLC Added $64.3m530.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $58.0m477.7k shares
BANK OF AMERICA CORP /DE/ Reduced $31.4m258.9k shares
Parallax Volatility Advisers, L.P. Added $26.0m214.3k shares
SIMPLEX TRADING, LLC Reduced $19.7m162.7k shares
GROUP ONE TRADING LLC Reduced $18.5m152.1k shares
MILLENNIUM MANAGEMENT LLC Reduced $15.8m130.0k shares
Walleye Trading LLC Added $15.4m127.1k shares
JANE STREET GROUP, LLC Reduced $12.6m104.0k shares
Cinctive Capital Management LP New $12.1m100.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.09% of their portfolio Valley Forge, PA 27,025,75727.0m $3.3bn $3.3bn 0.09% Added +518.7k +518,704
2 BlackRock Inc. 0.07% of their portfolio New York, NY 18,362,39818.4m $2.2bn $2.2bn 0.07% Reduced -92.4k -92,417
3 J.P. Morgan Private Wealth Advisors LLC 3.36% of their portfolio SAN FRANCISCO, CA 12,400,80512.4m $1.5bn $1.5bn 3.36% Added +11.9m +11,902,638
4 ALLIANCEBERNSTEIN L.P. 0.56% of their portfolio NASHVILLE, TN 10,223,39310.2m $1.2bn $1.2bn 0.56% Reduced -362.6k -362,555
5 STATE STREET CORP 0.07% of their portfolio BOSTON, MA 9,678,8879.7m $1.2bn $1.2bn 0.07% Added +316.0k +316,037
6 PRICE T ROWE ASSOCIATES INC /MD/ 0.16% of their portfolio BALTIMORE, MD 8,236,4118.2m $999.5m $999.5m 0.16% Added +3.0m +2,980,979
7 Capital World Investors 0.16% of their portfolio LOS ANGELES, CA 6,143,1816.1m $745.5m $745.5m 0.16% Added +850 +850
8 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 5,549,3355.5m $673.4m $673.4m 0.08% Added +3.4m +3,432,952
9 GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 5,020,4685.0m $608.2m $608.2m 0.09% Added +121.3k +121,270
10 FMR LLC 0.06% of their portfolio BOSTON, MA 4,595,2864.6m $557.6m $557.6m 0.06% Added +850.5k +850,543
11 Artisan Partners Limited Partnership 0.95% of their portfolio Milwaukee, WI 4,403,4544.4m $534.4m $534.4m 0.95% Reduced -1.4m -1,422,578
12 Nuveen Asset Management, LLC 0.17% of their portfolio CHICAGO, IL 3,611,0643.6m $438.2m $438.2m 0.17% Added +1.3m +1,288,908
13 WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio Boston, MA 3,377,1493.4m $409.8m $409.8m 0.08% Reduced -2.6m -2,636,040
14 NORGES BANK 0.07% of their portfolio OSLO, Q8 2,545,4052.5m $308.9m $308.9m 0.07% Added +114.4k +114,449
15 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 2,422,8142.4m $294.0m $294.0m 0.06% Added +6.7k +6,662
16 Invesco Ltd. 0.08% of their portfolio ATLANTA, GA 2,243,9402.2m $272.3m $272.3m 0.08% Added +467.2k +467,193
17 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 2,152,7862.2m $261.2m $261.2m 0.04% Reduced -1.0m -1,010,540
18 LORD, ABBETT & CO. LLC 0.42% of their portfolio JERSEY CITY, NJ 1,954,9182.0m $237.2m $237.2m 0.42% Added +843.5k +843,489
19 Capital Research Global Investors 0.07% of their portfolio Los Angeles, CA 1,937,0121.9m $235.1m $235.1m 0.07% Reduced -2.6m -2,568,992
20 MACQUARIE GROUP LTD 0.27% of their portfolio Sydney, NSW 2000, C3 1,882,0591.9m $228.4m $228.4m 0.27% Reduced -841.1k -841,121
21 Point72 Asset Management, L.P. 0.83% of their portfolio STAMFORD, CT 1,812,2611.8m $219.9m $219.9m 0.83% Reduced -165.6k -165,648
22 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 1,796,8841.8m $218.1m $218.1m 0.05% Added +20.3k +20,282
23 Legal & General Group Plc 0.08% of their portfolio London, X0 1,732,7111.7m $210.3m $210.3m 0.08% Reduced -50.8k -50,781
24 FIRST TRUST ADVISORS LP 0.25% of their portfolio Wheaton, IL 1,718,9751.7m $208.6m $208.6m 0.25% Reduced -383.6k -383,585
25 DEUTSCHE BANK AG\ 0.12% of their portfolio FRANKFURT AM MAIN, 2M 1,695,8821.7m $205.8m $205.8m 0.12% Reduced -177.5k -177,477
26 NEUBERGER BERMAN GROUP LLC 0.19% of their portfolio NEW YORK, NY 1,625,6661.6m $197.7m $197.7m 0.19% Reduced -505.6k -505,631
27 Swedbank AB 0.42% of their portfolio STOCKHOLM, V7 1,565,6641.6m $190.0m $190.0m 0.42% Reduced -122.5k -122,492
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 1,439,3851.4m $174.7m $174.7m 0.06% Added +46.5k +46,531
29 VOYA INVESTMENT MANAGEMENT LLC 0.20% of their portfolio ATLANTA, GA 1,410,4041.4m $171.2m $171.2m 0.20% Added +6.1k +6,143
30 AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio KANSAS CITY, MO 1,405,9161.4m $170.6m $170.6m 0.14% Reduced -117.7k -117,673
31 TWO SIGMA ADVISERS, LP 0.46% of their portfolio NEW YORK, NY 1,359,9001.4m $165.0m $165.0m 0.46% Added +262.2k +262,200
32 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.17% of their portfolio BLOOMINGTON, IL 1,358,9191.4m $164.9m $164.9m 0.17% Unchanged
33 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 1,322,4881.3m $160.5m $160.5m 0.05% Reduced -114.0k -113,994
34 Amundi 0.08% of their portfolio Paris, I0 1,288,7181.3m $149.9m $149.9m 0.08% Added +531.6k +531,585
35 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 1,249,7771.2m $151.7m $151.7m 0.02% Added +193.2k +193,177
36 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio NEW YORK, NY 1,201,5441.2m $145.8m $145.8m 0.08% Reduced -25.3k -25,322
37 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 1,084,6401.1m $131.6m $131.6m 0.05% Reduced -115.4k -115,353
38 Polar Capital Holdings Plc 1.03% of their portfolio London, X0 1,067,0501.1m $129.5m $129.5m 1.03% Reduced -177.6k -177,585
39 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 1,048,4051.0m $127.2m $127.2m 0.04% Reduced -25.7k -25,667
40 Man Group plc 0.44% of their portfolio LONDON, X0 1,009,0591.0m $122.4m $122.4m 0.44% Added +564.8k +564,796
41 Swiss National Bank 0.09% of their portfolio ZURICH, V8 989,300989.3k $120.1m $120.1m 0.09% Reduced -79.4k -79,428
42 MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio NEW YORK, NY 988,675988.7k $120.0m $120.0m 0.13% Added +209.4k +209,409
43 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 977,153977.2k $118.6m $118.6m 0.04% Added +78.8k +78,825
44 TIMUCUAN ASSET MANAGEMENT INC/FL 5.14% of their portfolio JACKSONVILLE, FL 976,905976.9k $118.5m $118.5m 5.14% Reduced -9.3k -9,307
45 FRANKLIN RESOURCES INC 0.06% of their portfolio San Mateo, CA 951,498951.5k $115.5m $115.5m 0.06% Reduced -190.5k -190,496
46 ACADIAN ASSET MANAGEMENT LLC 0.53% of their portfolio Boston, MA 884,452884.5k $107.3m $107.3m 0.53% Added +18.6k +18,570
47 1832 Asset Management L.P. 0.22% of their portfolio TORONTO, A6 875,198875.2k $106.2m $106.2m 0.22% Added +817.8k +817,781
48 BRISTOL JOHN W & CO INC /NY/ 2.48% of their portfolio NEW YORK, NY 858,096858.1k $104.1m $104.1m 2.48% Reduced -1.3k -1,280
49 Korea Investment CORP 0.31% of their portfolio SEOUL, M5 821,093821.1k $99.6m $99.6m 0.31% Added +298.6k +298,574
50 GLENMEDE TRUST CO NA 0.56% of their portfolio PHILADELPHIA, PA 791,216791.2k $96.0m $96.0m 0.56% Reduced -45.8k -45,799
51 DISCIPLINED GROWTH INVESTORS INC /MN 2.43% of their portfolio MINNEAPOLIS, MN 782,383782.4k $94.9m $94.9m 2.43% Reduced -1.7k -1,722
52 Fiera Capital Corp 0.29% of their portfolio MONTREAL, A8 756,696756.7k $91.8m $91.8m 0.29% Reduced -4.9k -4,888
53 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 724,554724.6k $87.9m $87.9m 0.03% Reduced -301.3k -301,278
54 CITADEL ADVISORS LLC 0.10% of their portfolio MIAMI, FL 720,686720.7k $87.5m $87.5m 0.10% Added +675.8k +675,786
55 TWO SIGMA INVESTMENTS, LP 0.28% of their portfolio NEW YORK, NY 713,487713.5k $86.6m $86.6m 0.28% Added +99.8k +99,801
56 Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio CHIYODA-KU, TOKYO, M0 708,237708.2k $85.9m $85.9m 0.07% Reduced -10.7k -10,740
57 Baird Financial Group, Inc. 0.22% of their portfolio MILWAUKEE, WI 693,583693.6k $84.2m $84.2m 0.22% Reduced -9.1k -9,060
58 HSBC HOLDINGS PLC 0.10% of their portfolio LONDON, X0 679,220679.2k $82.4m $82.4m 0.10% Added +241.0k +240,960
59 California Public Employees Retirement System 0.07% of their portfolio Sacramento, CA 666,851666.9k $80.9m $80.9m 0.07% Reduced -75.5k -75,514
60 Qube Research & Technologies Ltd 0.49% of their portfolio LONDON, X0 665,872665.9k $80.8m $80.8m 0.49% Added +480.3k +480,273
61 SEI INVESTMENTS CO 0.17% of their portfolio OAKS, PA 639,291639.3k $77.6m $77.6m 0.17% Reduced -244.2k -244,192
62 UBS Group AG 0.03% of their portfolio ZURICH, V8 582,137582.1k $70.6m $70.6m 0.03% Added +209.7k +209,702
63 Mitsubishi UFJ Trust & Banking Corp 0.18% of their portfolio TOKYO, M0 575,508575.5k $69.8m $69.8m 0.18% Reduced -150.5k -150,494
64 PRUDENTIAL FINANCIAL INC 0.12% of their portfolio NEWARK, NJ 572,633572.6k $69.5m $69.5m 0.12% Reduced -228.0k -228,005
65 Whale Rock Capital Management LLC 2.33% of their portfolio Boston, MA 570,578570.6k $69.2m $69.2m 2.33% Added +313.8k +313,800
66 RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio NEW YORK, NY 564,700564.7k $68.5m $68.5m 0.09% Reduced -59.9k -59,900
67 NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio ALBANY, NY 540,148540.1k $65.5m $65.5m 0.09% Reduced -23.0k -22,983
68 CITIGROUP INC 0.09% of their portfolio NEW YORK, NY 537,843537.8k $65.3m $65.3m 0.09% Reduced -29.0k -29,033
69 FRONTIER CAPITAL MANAGEMENT CO LLC 0.70% of their portfolio Boston, MA 532,285532.3k $64.6m $64.6m 0.70% Added +36.6k +36,642
70 NorthCoast Asset Management LLC 1.27% of their portfolio STAMFORD, CT 526,562526.6k $63.9m $63.9m 1.27% Reduced -15.7k -15,702
71 WEDGE CAPITAL MANAGEMENT L L P/NC 1.01% of their portfolio CHARLOTTE, NC 516,303516.3k $62.7m $62.7m 1.01% Added +56.9k +56,909
72 JACOBS LEVY EQUITY MANAGEMENT, INC 0.42% of their portfolio FLORHAM PARK, NJ 514,947514.9k $62.5m $62.5m 0.42% Reduced -85.7k -85,661
73 Madison Asset Management, LLC 0.96% of their portfolio MADISON, WI 506,556506.6k $61.5m $61.5m 0.96% Added +1.3k +1,312
74 VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio San Antonio, TX 494,520494.5k $60.0m $60.0m 0.07% Reduced -65.4k -65,412
75 TWINBEECH CAPITAL LP 1.10% of their portfolio PURCHASE, NY 476,346476.3k $57.8m $57.8m 1.10% New
76 STOREBRAND ASSET MANAGEMENT AS 0.31% of their portfolio LYSAKER, Q8 458,415458.4k $55.6m $55.6m 0.31% Added +46.0k +45,971
77 RHUMBLINE ADVISERS 0.07% of their portfolio BOSTON, MA 452,429452.4k $54.9m $54.9m 0.07% Added +22.8k +22,804
78 FEDERATED HERMES, INC. 0.15% of their portfolio PITTSBURGH, PA 443,196443.2k $53.8m $53.8m 0.15% Reduced -174.1k -174,060
79 Allspring Global Investments Holdings, LLC 0.09% of their portfolio CHARLOTTE, NC 442,326442.3k $53.7m $53.7m 0.09% Added +166.4k +166,421
80 Allianz Asset Management GmbH 0.12% of their portfolio MUNICH, 2M 432,201432.2k $52.4m $52.4m 0.12% Reduced -87.1k -87,101
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio WEST SACRAMENTO, CA 405,715405.7k $49.2m $49.2m 0.08% Added +314 +314
82 TD Asset Management Inc 0.06% of their portfolio Toronto, A6 403,372403.4k $48.9m $48.9m 0.06% Reduced -35.1k -35,100
83 Robeco Institutional Asset Management B.V. 0.14% of their portfolio ROTTERDAM, P7 402,691402.7k $48.9m $48.9m 0.14% Added +93.3k +93,303
84 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 399,912399.9k $48.5m $48.5m 0.04% Added +71.7k +71,733
85 BARCLAYS PLC 0.04% of their portfolio LONDON, X0 377,958378.0k $45.9m $45.9m 0.04% First filing
86 Assenagon Asset Management S.A. 0.18% of their portfolio SENNINGERBERG, N4 369,390369.4k $44.8m $44.8m 0.18% Added +31.3k +31,253
87 Epoch Investment Partners, Inc. 0.26% of their portfolio New York, NY 356,419356.4k $43.3m $43.3m 0.26% Reduced -43.9k -43,863
88 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 356,292356.3k $43.2m $43.2m 0.03% Added +289.4k +289,384
89 National Pension Service 0.08% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 351,178351.2k $42.6m $42.6m 0.08% Added +7.7k +7,741
90 STATE OF MICHIGAN RETIREMENT SYSTEM 0.29% of their portfolio EAST LANSING, MI 347,289347.3k $42.1m $42.1m 0.29% Added +68.6k +68,600
91 CREDIT SUISSE AG/ 0.05% of their portfolio ZURICH, V8 345,178345.2k $41.9m $41.9m 0.05% Added +22.6k +22,618
92 Sather Financial Group Inc 3.38% of their portfolio Victoria, TX 339,110339.1k $41.2m $41.2m 3.38% Added +62 +62
93 CAPITAL COUNSEL LLC/NY 2.53% of their portfolio NEW YORK, NY 331,648331.6k $40.2m $40.2m 2.53% Added +21.3k +21,257
94 APG Asset Management N.V. 0.07% of their portfolio Amsterdam, P7 312,467312.5k $37.9m $37.9m 0.07% Added +210.3k +210,313
95 Russell Investments Group, Ltd. 0.08% of their portfolio Seattle, WA 312,054312.1k $37.9m $37.9m 0.08% Reduced -63.8k -63,826
96 Clearbridge Investments, LLC 0.04% of their portfolio NEW YORK, NY 292,786292.8k $35.5m $35.5m 0.04% Reduced -72.2k -72,187
97 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio TALLAHASSEE, FL 285,978286.0k $34.7m $34.7m 0.09% Reduced -2.9k -2,900
98 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 273,711273.7k $33.2m $33.2m 0.03% Reduced -119.0k -118,977
99 KBC Group NV 0.16% of their portfolio Brussels, C9 270,272270.3k $32.8m $32.8m 0.16% Added +42.1k +42,126
100 Compagnie Lombard Odier SCmA 0.87% of their portfolio 1204 GENEVA, V8 268,260268.3k $32.6m $32.6m 0.87% Reduced -11.5k -11,466