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Box
BOX

Overview Fund Activity

303 hedge funds and large institutions have $3.08B invested in Box in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 90 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+17
Holders Change %
+5.94%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
64
Increased
90
Reduced
105
Closed
44
Calls
$236M
Puts
$74.3M
Net Calls
+$162M
Net Calls Change
+$155M

Top Buyers

1
SV
Starboard Value
New York
$293M
2
SM
Sunriver Management
Connecticut
$46.7M
3
SBH
Segall Bryant & Hamill
Illinois
$29.2M
4
Citadel Advisors
Citadel Advisors
Florida
$41.1M
5
CAM
Contour Asset Management
New York
$28.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.71M
2
Goldman Sachs
Goldman Sachs
New York
$12.8M
3
RIM
Ranger Investment Management
Texas
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$10.6M
5
First Trust Advisors
First Trust Advisors
Illinois
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gotham Asset Management
New York
$238K +$238K +10,358 New
SAM
227
Shell Asset Management
Netherlands
$237K – – –
YIH
228
Y-Intercept (HK)
Hong Kong
$232K +$232K +10,087 New
BPGAM
229
BTG Pactual Global Asset Management
Bermuda
$230K +$230K +10,000 New
SG
230
StoneX Group
New York
$228K -$117K -5,093 -34%
CIP
231
Cornerstone Investment Partners
Georgia
$227K +$227K +9,875 New
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$207K -$183K -7,992 -47%
SSG
233
Summit Securities Group
New York
$207K +$207K +9,000 New
KAS
234
Kestra Advisory Services
Texas
$205K -$50.6K -2,210 -20%
SOAMC
235
Spirit of America Management Corp
New York
$165K – – –
BFEC
236
Benjamin F. Edwards & Company
Missouri
$158K +$21K +916 +15%
MHR
237
Matthew Hamilton Rosenberg
$156K – – –
CQS
238
Credential Qtrade Securities
$152K +$16.8K +732 +12%
SPIA
239
Steward Partners Investment Advisory
New York
$135K -$4.59K -200 -3%
PA
240
Parallel Advisors
California
$123K +$640 +28 +0.5%
AIC
241
Ameritas Investment Company
Nebraska
$103K +$103K +4,500 New
Simplex Trading
242
Simplex Trading
Illinois
$82K -$321K -14,146 -80%
IA
243
IFP Advisors
Florida
$63K +$63K +2,787 New
EW
244
Evoke Wealth
California
$62K – – –
SFS
245
Sowell Financial Services
Arkansas
$58K -$23.9K -1,148 -29%
SC
246
Shay Capital
New York
$57K +$57K +2,500 New
WT
247
Whittier Trust
California
$55K -$55K -2,410 -50%
BC
248
Bartlett & Co
Ohio
$46K – – –
BCWM
249
Bartlett & Co Wealth Management
Ohio
$45.9K – – –
NFSG
250
Newbridge Financial Services Group
Florida
$45K -$4.47K -195 -9%
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