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Box
BOX

Overview Fund Activity

319 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, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% 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
118
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.2M
2
American Century Companies
2
American Century Companies
Missouri
$32.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$23.8M
4
BC
4
Burney Company
Virginia
$21.4M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$28.1M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$98.3M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$71M
3
BlackRock
3
BlackRock
New York
$347M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$106M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
226
Brown Brothers Harriman & Co
New York
$283K – – –
EMG
227
ETF Managers Group
New Jersey
$282K -$87.6K -3,002 -24%
PA
228
Parallel Advisors
California
$277K +$24.3K +834 +10%
PAMS
229
Pictet Asset Management (Switzerland)
Switzerland
$275K +$23K +792 +9%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$273K +$273K +9,383 New
FA
231
FDx Advisors
Illinois
$270K +$25.3K +871 +10%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$264K -$430K -14,796 -62%
Canada Pension Plan Investment Board
233
Canada Pension Plan Investment Board
Ontario, Canada
$259K -$11M -380,047 -98%
GAM
234
Gotham Asset Management
New York
$259K -$562K -19,345 -68%
CWM
235
Cahaba Wealth Management
Georgia
$258K – – –
AIMCA
236
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$255K +$255K +8,769 New
AL
237
Aspiriant LLC
California
$250K – – –
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$245K -$783K -26,954 -76%
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$245K – – –
SO
240
STRS Ohio
Ohio
$241K +$37.7K +1,300 +19%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$236K +$236K +8,135 New
RCWM
242
Royal Capital Wealth Management
Indiana
$231K – – –
MHR
243
Matthew Hamilton Rosenberg
$225K – – –
TI
244
TTP Investments
California
$211K +$211K +7,265 New
Creative Planning
245
Creative Planning
Kansas
$209K +$209K +7,200 New
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$206K +$206K +7,095 New
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$201K +$201K +6,922 New
C
248
Covestor
United Kingdom
$177K -$15.2K -522 -8%
CFGS
249
Concourse Financial Group Securities
Alabama
$169K +$12.9K +444 +8%
SPIA
250
Steward Partners Investment Advisory
New York
$151K -$4.59K -158 -3%
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