Box
332 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 134 reducing their positions, and 42 closing their positions.
210% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $14.2M
26% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 42
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more capital invested
Capital invested by funds: $3.04B → $3.25B (+$216M)
1.94% more ownership
Funds ownership: 86.53% → 88.47% (+1.9%)
2% more funds holding
Funds holding: 326 → 332 (+6)
32% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 134
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$69.1M |
| 2 |
BlackRock
New York
|
+$41.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$37.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$18.7M |
Top Sellers
BOX Hedge Fund Activity: Q4 2023 in Review
332 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2023, worth a combined $3.25B — up 7.1% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BOX positions and 42 closed out — a net gain of 11 holders — while 91 added to existing stakes and 134 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $69.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $57.4M sold.
- 332 institutional investors held Box (BOX) as of Q4 2023, up from 326 in Q3 2023.
- Funds reported $3.25B of Box stock for Q4 2023, up 7.1% quarter-over-quarter.
- 53 funds opened new Box positions in Q4 2023 and 42 closed out, a net change of +11 holders.
- The largest Box buyer in Q4 2023 was Morgan Stanley, an estimated $69.1M added.
- The largest Box seller in Q4 2023 was Loomis, Sayles & Company, an estimated $57.4M sold.
Based on aggregated 13F filings for Q4 2023.