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Box
BOX

Overview Fund Activity

257 hedge funds and large institutions have $1.61B invested in Box in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-19
Holders Change %
-6.88%
% of All Funds
5.74%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
39
Increased
84
Reduced
94
Closed
55
Calls
$26.5M
Puts
$31.8M
Net Calls
-$5.23M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$31.4M
2
Fidelity International
Fidelity International
Bermuda
+$28.6M
3
SI
SQN Investors
California
+$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.5M
5
PCM
Portolan Capital Management
Massachusetts
+$17M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$43.4M
2
AAM
AO Asset Management
New York
-$25.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$19M
4
Millennium Management
Millennium Management
New York
-$16.3M
5
HCS
Harvest Capital Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$13K +$13K +800 New
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$11K – – –
TAM
228
Tyers Asset Management
Texas
$10K +$10K +576 New
AOWM
229
Alpha Omega Wealth Management
Virginia
$9K – – –
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
CFGS
231
Concourse Financial Group Securities
Alabama
$8K +$4.41K +276 +123%
FIB
232
First Interstate Bank
Montana
$8K +$8K +489 New
MI
233
Markston International
New York
$6K – – –
WCM
234
WealthBridge Capital Management
Ohio
$6K +$6K +382 New
PAI
235
Pittenger & Anderson Inc
Nebraska
$5K – – –
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$4.09K +$4.09K +242 New
MNBTD
237
Moody National Bank Trust Division
Texas
$4K +$4K +264 New
SFA
238
Semmax Financial Advisors
North Carolina
$4K +$4K +266 New
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$3K -$26.6K -1,797 -90%
HR
240
Howe & Rusling
New York
$3K -$777 -50 -21%
GRP
241
Global Retirement Partners
California
$3K – – –
NSIM
242
North Star Investment Management
Illinois
$3K – – –
SSB
243
Sandy Spring Bank
Maryland
$3K – – –
HI
244
Hudock Inc
Pennsylvania
$3K – – –
TWA
245
TCI Wealth Advisors
Arizona
$3K – – –
OFW
246
Omnia Family Wealth
Florida
$3K +$3K +200 New
ESB
247
Essex Savings Bank
Connecticut
$3K +$3K +200 New
Parallax Volatility Advisers
248
Parallax Volatility Advisers
California
$2K -$13.2K -959 -87%
MA
249
MCF Advisors
Kentucky
$2K -$643 -37 -24%
FANJ
250
Financial Architects (New Jersey)
New Jersey
$2K – – –
8 9
10
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