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Box
BOX

Overview Fund Activity

270 hedge funds and large institutions have $1.88B invested in Box in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
46
Increased
103
Reduced
69
Closed
31
Calls
$25.7M
Puts
$46.2M
Net Calls
-$20.6M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$75.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$312M
3
RC
RGM Capital
Florida
$26.6M
4
LCG
Luxor Capital Group
New York
$26.5M
5
WIM
Weitz Investment Management
Nebraska
$20.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
PCM
Portolan Capital Management
Massachusetts
$11.1M
3
BCM
Bares Capital Management
Texas
$164M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.9M
5
CC
Crosslink Capital
California
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCAI
276
Meritech Capital Associates IV
California
– -$4.15M -245,822 Closed
Lazard Asset Management
277
Lazard Asset Management
New York
– -$2.6M -153,998 Closed
BIM
278
Bogle Investment Management
Massachusetts
– -$2.18M -128,897 Closed
OAM
279
Oxford Asset Management
United Kingdom
– -$1.28M -75,518 Closed
AG
280
Algert Global
California
– -$878K -52,013 Closed
DTL
281
Dynamic Technology Lab
Singapore
– -$778K -46,084 Closed
VF
282
Virtu Financial
New York
– -$579K -34,320 Closed
PP
283
Paloma Partners
Connecticut
– -$385K -22,832 Closed
TSS
284
Two Sigma Securities
New York
– -$385K -22,829 Closed
Brown Advisory
285
Brown Advisory
Maryland
– -$345K -20,421 Closed
UCFA
286
United Capital Financial Advisors
Texas
– -$296K -17,542 Closed
BRWM
287
B. Riley Wealth Management
Tennessee
– -$293K -17,365 Closed
FRM
288
Fox Run Management
Connecticut
– -$236K -13,959 Closed
LWM
289
Lyell Wealth Management
California
– -$177K -10,480 Closed
BOPW
290
Brandywine Oak Private Wealth
Pennsylvania
– -$103K -5,991 Closed
LF
291
Lee Financial
Texas
– -$26K -1,533 Closed
CT
292
Clearstead Trust
Maine
– -$17K -1,000 Closed
SIAG
293
Signet Investment Advisory Group
Rhode Island
– -$16K -1,000 Closed
TRCT
294
Tower Research Capital (TRC)
New York
– -$16K -942 Closed
MOS
295
MGO One Seven
Ohio
– -$13K -800 Closed
SFA
296
Semmax Financial Advisors
North Carolina
– -$4K -266 Closed
MNBTD
297
Moody National Bank Trust Division
Texas
– -$4K -264 Closed
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
– -$3K -203 Closed
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -50 Closed
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