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320 hedge funds and large institutions have $3.48B invested in Box in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
57
Increased
96
Reduced
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$283K
EMG
227
ETF Managers Group
New Jersey
$282K -$79K -3,002 -24%
PA
228
Parallel Advisors
California
$277K +$21.9K +834 +10%
PAMS
229
Pictet Asset Management (Switzerland)
Switzerland
$275K +$20.8K +792 +9%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$273K +$247K +9,383 New
FA
231
FDx Advisors
Illinois
$270K +$22.9K +871 +10%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$264K -$389K -14,796 -62%
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$259K -$10M -380,047 -98%
GAM
234
Gotham Asset Management
New York
$259K -$509K -19,345 -68%
CWM
235
Cahaba Wealth Management
Georgia
$258K
AIMCA
236
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$255K +$231K +8,769 New
AL
237
Aspiriant LLC
California
$250K
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$245K -$709K -26,954 -76%
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$245K
SO
240
STRS Ohio
Ohio
$241K +$34.2K +1,300 +19%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$236K +$214K +8,135 New
RCWM
242
Royal Capital Wealth Management
Indiana
$231K
MHR
243
Matthew Hamilton Rosenberg
$225K
TI
244
TTP Investments
California
$211K +$191K +7,265 New
Creative Planning
245
Creative Planning
Kansas
$209K +$189K +7,200 New
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$206K +$187K +7,095 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$201K +$182K +6,922 New
C
248
Covestor
United Kingdom
$177K -$13.7K -522 -8%
CFGS
249
Concourse Financial Group Securities
Alabama
$169K +$11.7K +444 +8%
SPIA
250
Steward Partners Investment Advisory
New York
$151K -$4.16K -158 -3%

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.