Box
251 hedge funds and large institutions have $1.9B invested in Box in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
4.79% more ownership
Funds ownership: 73% → 77.79% (+4.8%)
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
1% more capital invested
Capital invested by funds: $1.88B → $1.9B (+$20M)
3% less funds holding
Funds holding: 258 → 251 (-7)
11% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 45
48% less call options, than puts
Call options by funds: $22.9M | Put options by funds: $43.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$112M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$33.6M |
| 3 |
Millennium Management
New York
|
+$32.4M |
| 4 |
RC
RGM Capital
Naples,
Florida
|
+$27.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$42.2M |
| 2 |
BCM
Bares Capital Management
Austin,
Texas
|
-$32.8M |
| 3 |
Two Sigma Investments
New York
|
-$18.5M |
| 4 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$15.8M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$8.45M |
BOX Hedge Fund Activity: Q3 2019 in Review
251 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2019, worth a combined $1.9B — up 1.1% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of BOX and 40 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 82 added.
The largest buyer was Starboard Value, opening a new position worth an estimated $112M. The largest seller was Bank of America, cutting an estimated $42.2M.
- 251 institutional investors held Box (BOX) as of Q3 2019, down from 258 in Q2 2019.
- Funds reported $1.9B of Box stock for Q3 2019, up 1.1% quarter-over-quarter.
- 40 funds opened new Box positions in Q3 2019 and 45 closed out, a net change of -5 holders.
- The largest Box buyer in Q3 2019 was Starboard Value, an estimated $112M added.
- The largest Box seller in Q3 2019 was Bank of America, an estimated $42.2M sold.
Based on aggregated 13F filings for Q3 2019.