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320 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, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% 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
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
251
SG3 Management
Puerto Rico
$145K
LSA
252
Leonteq Securities AG
Switzerland
$143K -$139K -5,273 -52%
WTC
253
WhitTier Trust Company
Nevada
$140K
FBT
254
First Bank & Trust
South Dakota
$139K +$82.6K +3,141 +191%
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$126K +$27.9K +1,060 +32%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$120K -$69K -2,622 -39%
EW
257
Evoke Wealth
California
$79K
TRCT
258
Tower Research Capital (TRC)
New York
$76K -$44.2K -1,680 -39%
WT
259
Whittier Trust
California
$70K
CMF
260
Counterpoint Mutual Funds
California
$68K +$61.3K +2,330 New
Macquarie Group
261
Macquarie Group
Australia
$65.1K +$15.7M +596,943 +36%
NFSG
262
Newbridge Financial Services Group
Florida
$60K +$13.9K +530 +35%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$58.1K +$52.6K +2,000 New
BC
264
Bartlett & Co
Ohio
$58K +$52.6K +2,000 New
AS
265
Altshuler Shaham
Israel
$53K +$48K +1,823 New
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.9K -$13.2K -500 -22%
BCV
267
Banque Cantonale Vaudoise
Switzerland
$48K
SOW
268
State of Wyoming
Wyoming
$47K -$164K -6,249 -79%
S
269
SignatureFD
Georgia
$41K +$9.47K +360 +34%
IA
270
IFP Advisors
Florida
$40K +$38.3K +1,456 +20,800%
EBA
271
Eagle Bay Advisors
New York
$36K -$9.97K -379 -23%
SWM
272
Spire Wealth Management
Virginia
$32K +$26.3K +1,000 +1,000%
MIFH
273
Migdal Insurance & Financial Holdings
Israel
$31K +$5.92K +225 +27%
NSIM
274
North Star Investment Management
Illinois
$29K
Baillie Gifford & Co
275
Baillie Gifford & Co
United Kingdom
$28K

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.