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Box
BOX

Overview Fund Activity

271 hedge funds and large institutions have $2.39B invested in Box in 2018 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
105
Increased
83
Reduced
66
Closed
43
Calls
$74.3M
Puts
$83.5M
Net Calls
-$9.17M
Net Calls Change
-$2.92M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M
4
Morgan Stanley
Morgan Stanley
New York
+$29.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$24.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
2
Wells Fargo
Wells Fargo
California
-$57.1M
3
PHS
PFM Health Sciences
California
-$49.4M
4
DCM
Dorsal Capital Management
California
-$46.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
CenterStar Asset Management
Illinois
$72K -$45K – –
ASN
227
Advisory Services Network
Georgia
$72K +$72K +2,742 New
TRCT
228
Tower Research Capital (TRC)
New York
$63K -$31.8K -1,275 -34%
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$62K – – –
PIA
230
Piedmont Investment Advisors
North Carolina
$55K +$55K +2,210 New
WIM
231
Westside Investment Management
California
$54.2K +$54.2K +2,100 New
WTC
232
WhitTier Trust Company
Nevada
$54K +$21.6K +860 +67%
OIA
233
OneDigital Investment Advisors
Kansas
$53K +$53K +2,120 New
SIA
234
SeaBridge Investment Advisors
New Jersey
$50K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$50K +$50K +2,000 New
PIM
236
Partner Investment Management
California
$48K -$1.27M -50,831 -96%
TDC
237
Thompson Davis & Co
Virginia
$44K +$44K +1,750 New
PHK
238
Point72 Hong Kong
Hong Kong
$41K +$41K +1,651 New
CPIG
239
Chicago Partners Investment Group
Illinois
$37K +$37K +1,500 New
STA
240
Summit Trail Advisors
New York
$36K +$36K +1,424 New
FHA
241
Flagship Harbor Advisors
Massachusetts
$31K +$31K +1,275 New
GWM
242
Geneos Wealth Management
Colorado
$28K +$25.5K +1,041 +1,041%
OIA
243
Optimum Investment Advisors
Illinois
$25K +$25K +1,000 New
HCM
244
Hilton Capital Management
New York
$25K +$25K +1,000 New
RWP
245
RWA Wealth Partners
Massachusetts
$25K +$25K +1,000 New
FCFS
246
First Command Financial Services
Texas
$25K +$25K +1,000 New
FCB
247
First Command Bank
Texas
$25K +$25K +1,000 New
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25K +$25K +1,000 New
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$21K -$1.47K -60 -7%
EWM
250
Edge Wealth Management
New York
$18K +$10.6K +433 +144%
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