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Box
BOX

Overview Fund Activity

271 hedge funds and large institutions have $2.39B invested in Box in 2018 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
105
Increased
83
Reduced
66
Closed
43
Calls
$74.3M
Puts
$83.5M
Net Calls
-$9.17M
Net Calls Change
-$2.92M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M
4
Morgan Stanley
Morgan Stanley
New York
+$29.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$24.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
2
Wells Fargo
Wells Fargo
California
-$57.1M
3
PHS
PFM Health Sciences
California
-$49.4M
4
DCM
Dorsal Capital Management
California
-$46.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Lenox Wealth Management
Ohio
$16K +$9.85K +396 +160%
HNB
252
Huntington National Bank
Ohio
$15K +$15K +600 New
CFD
253
Creative Financial Designs
Indiana
$15K +$15K +610 New
AA
254
Apriem Advisors
California
$12K +$12K +500 New
KJWM
255
Kiley Juergens Wealth Management
Washington
$12K +$12K +500 New
WAP
256
Wealthcare Advisory Partners
Pennsylvania
$11K +$4.89K +200 +80%
Acadian Asset Management
257
Acadian Asset Management
Massachusetts
$8K – – –
PCM
258
Prelude Capital Management
New York
$8K +$8K +306 New
CF
259
Centaurus Financial
California
$8K +$8K +325 New
GSC
260
G&S Capital
Colorado
$7K – – –
PAI
261
Pittenger & Anderson Inc
Nebraska
$7K +$7K +270 New
SF
262
Synovus Financial
Georgia
$7K +$7K +300 New
TF
263
Tompkins Financial
New York
$7K +$7K +300 New
MI
264
Markston International
New York
$6K +$6K +250 New
TWA
265
TCI Wealth Advisors
Arizona
$5K – – –
NSIM
266
North Star Investment Management
Illinois
$5K +$5K +200 New
GRP
267
Global Retirement Partners
California
$4K – – –
SSB
268
Sandy Spring Bank
Maryland
$4K – – –
HI
269
Hudock Inc
Pennsylvania
$4K +$4K +171 New
WEC
270
Winslow Evans & Crocker
Massachusetts
$2K +$2K +46 New
FANJ
271
Financial Architects (New Jersey)
New Jersey
$2K +$2K +100 New
VFA
272
Valeo Financial Advisors
Indiana
$1K +$1K +40 New
HR
273
Howe & Rusling
New York
$1K +$1K +50 New
DCM
274
Dorsal Capital Management
California
– -$46.2M -2,250,000 Closed
PC
275
Polar Capital
United Kingdom
– -$28.5M -1,386,601 Closed
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