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250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Cloverdale Capital Management
Texas
-$10.1M -611,200 Closed
WA
252
Wasatch Advisors
Utah
-$6.9M -416,601 Closed
FCM
253
Firsthand Capital Management
California
-$4.14M -250,000 Closed
JCI
254
Jet Capital Investors
New York
-$4.14M -250,000 Closed
AQR Capital Management
255
AQR Capital Management
Connecticut
-$3.46M -208,972 Closed
ACM
256
Alpha Capital Management
Texas
-$2.17M -130,899 Closed
WC
257
Wexford Capital
Florida
-$1.12M -67,745 Closed
OAC
258
OMERS Administration Corp
Ontario, Canada
-$1.06M -64,200 Closed
SIM
259
Spark Investment Management
New York
-$922K -55,700 Closed
MCP
260
Mirador Capital Partners
California
-$577K -34,867 Closed
Simplex Trading
261
Simplex Trading
Illinois
-$436K -25,993 Closed
TEE
262
Tibra Equities Europe
United Kingdom
-$335K -20,200 Closed
QCM
263
Quantinno Capital Management
New York
-$211K -12,725 Closed
RHBC
264
R.H. Bluestein & Co
Michigan
-$199K -12,000 Closed
CPP
265
Crow Point Partners
Massachusetts
-$185K -11,564 Closed
II
266
Inspire Investing
Idaho
-$182K -11,005 Closed
MSAM
267
Moloney Securities Asset Management
Missouri
-$174K -10,535 Closed
SFA
268
Sequoia Financial Advisors
Ohio
-$173K -10,440 Closed
XWM
269
Xcel Wealth Management
Florida
-$172K -10,420 Closed
SLF
270
Sun Life Financial
Ontario, Canada
-$89K -5,352 Closed
QT
271
Quantamental Technologies
New York
-$84K -5,088 Closed
SIA
272
SeaBridge Investment Advisors
New Jersey
-$66K -4,000 Closed
TC
273
Truvestments Capital
Florida
-$65K -3,950 Closed
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
-$63K -3,793 Closed
RFWA
275
RPg Family Wealth Advisory
Massachusetts
-$29K -1,750 Closed

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.