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250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$5K -$4.68K -279 -50%
PAI
227
Pittenger & Anderson Inc
Nebraska
$5K
JCM
228
Jacobi Capital Management
Pennsylvania
$4K
CG
229
Cutler Group
California
$3K -$7.35K -438 -70%
SSB
230
Sandy Spring Bank
Maryland
$3K -$4.19K -250 -59%
HI
231
Hudock Inc
Pennsylvania
$3K -$1.68K -100 -32%
ASN
232
Advisory Services Network
Georgia
$3K -$436 -26 -14%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$3K
CFB
234
Cullen/Frost Bankers
Texas
$3K
GRP
235
Global Retirement Partners
California
$3K
GI
236
Gradient Investments
Minnesota
$3K
HR
237
Howe & Rusling
New York
$3K
S
238
SignatureFD
Georgia
$3K
TWA
239
TCI Wealth Advisors
Arizona
$3K
CFGS
240
Concourse Financial Group Securities
Alabama
$3K +$1.68K +100 +139%
VCP
241
Verus Capital Partners
Arizona
$3K +$3.35K +200 New
AAP
242
Arax Advisory Partners
Colorado
$2K
BHWM
243
Bay Harbor Wealth Management
Maryland
$2K
JPLA
244
Joseph P. Lucia & Associates
New York
$2K
OPS
245
Orion Portfolio Solutions
Nebraska
$2K +$1.79K +107 New
APA
246
American Portfolios Advisors
New York
$1.68K
FHA
247
Flagship Harbor Advisors
Massachusetts
$1K -$6.71K -400 -84%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$1K +$1.01K +60 New
TI
249
tru Independence
Oregon
$1K +$1.68K +100 New
HF
250
Halpern Financial
Virginia
$755 +$755 +45 New

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.