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Box
BOX

Overview Fund Activity

258 hedge funds and large institutions have $1.88B invested in Box in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
94
Reduced
66
Closed
48
Calls
$29.9M
Puts
$35.4M
Net Calls
-$5.51M
Net Calls Change
+$15M

Top Buyers

1
DCM
Dorsal Capital Management
California
$44M
2
Bank of America
Bank of America
North Carolina
$58.3M
3
UBS Group
UBS Group
Switzerland
$32M
4
First Trust Advisors
First Trust Advisors
Illinois
$115M
5
RC
RGM Capital
Florida
$47M

Top Sellers

1
SI
SQN Investors
California
$0
2
LCG
Luxor Capital Group
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$3.05M
4
HI
HBK Investments
Texas
$326K
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
251
Bay Harbor Wealth Management
Maryland
$2K – – –
JFA
252
JNBA Financial Advisors
Minnesota
$2K +$2K +100 New
AAP
253
Arax Advisory Partners
Colorado
$2K +$2K +100 New
GI
254
Gradient Investments
Minnesota
$1K – – –
TPWA
255
TRUE Private Wealth Advisors
Oregon
$1K +$1K +60 New
NFG
256
Next Financial Group
Texas
$1K +$1K +72 New
GT
257
Glenmede Trust
Pennsylvania
$753 +$172 +9,805 +30%
SI
258
SQN Investors
California
– -$68.7M -3,555,965 Closed
LCG
259
Luxor Capital Group
New York
– -$26.5M -1,369,746 Closed
Invesco
260
Invesco
Georgia
– -$9M -465,816 Closed
HAM
261
Harber Asset Management
North Carolina
– -$6.79M -351,672 Closed
PP
262
PDT Partners
New York
– -$4.69M -242,850 Closed
AIM
263
Assured Investment Management
New York
– -$4.04M -208,953 Closed
RA
264
Royce & Associates
New York
– -$3.49M -180,531 Closed
MAP
265
Moody Aldrich Partners
Massachusetts
– -$3.39M -175,721 Closed
CA
266
Claar Advisors
New York
– -$2.7M -140,000 Closed
LCAM
267
Lee Capital Asset Management
New York
– -$2.49M -128,820 Closed
WCM
268
Weld Capital Management
New York
– -$2.1M -108,555 Closed
KIG
269
Kessler Investment Group
Indiana
– -$1.99M -102,880 Closed
TCM
270
Tygh Capital Management
Oregon
– -$1.73M -89,711 Closed
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$1.7M -87,800 Closed
Marshall Wace
272
Marshall Wace
United Kingdom
– -$976K -50,545 Closed
Allianz Asset Management
273
Allianz Asset Management
Germany
– -$965K -49,951 Closed
LC
274
Lindbrook Capital
California
– -$820K -42,475 Closed
SG Americas Securities
275
SG Americas Securities
New York
– -$529K -27,385 Closed
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