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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
HIIFS
276
Harel Insurance Investments & Financial Services
Israel
$25K -$22.4K -853 -50%
FCA
277
FinTrust Capital Advisors
South Carolina
$24K +$22K +838 New
Lazard Asset Management
278
Lazard Asset Management
New York
$23K -$84.9K -3,227 -80%
HIA
279
Harbor Investment Advisory
Maryland
$23K
US Bancorp
280
US Bancorp
Minnesota
$21K -$8.97K -341 -33%
HCP
281
Hexagon Capital Partners
Arkansas
$20K
HI
282
Hudock Inc
Pennsylvania
$20K
MCC
283
Money Concepts Capital
Florida
$20K +$18.4K +700 New
SSC
284
Syverson Strege & Co
Iowa
$16K
TWA
285
TCI Wealth Advisors
Arizona
$16K +$368 +14 +3%
HFS
286
Hantz Financial Services
Michigan
$14K
DFCM
287
Dark Forest Capital Management
Puerto Rico
$12K +$11K +419 New
APA
288
American Portfolios Advisors
New York
$10.5K
National Bank of Canada
289
National Bank of Canada
Quebec, Canada
$9K
FFA
290
Fairfield Financial Advisors
Massachusetts
$8.72K +$7.89K +300 New
CCA
291
Column Capital Advisors
Indiana
$7K
HMS
292
Hanseatic Management Services
New Mexico
$7K
PFS
293
Prospera Financial Services
Texas
$7K +$6.66K +253 New
CFB
294
Cullen/Frost Bankers
Texas
$6K
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.89K +72 +55%
SSB
296
Sandy Spring Bank
Maryland
$5K
SWA
297
SOA Wealth Advisors
New York
$5K
CWC
298
Carolinas Wealth Consulting
North Carolina
$4K
FA
299
Financial Avengers
California
$4K
GRP
300
Global Retirement Partners
California
$4K +$4.34K +165 New

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.