Box
252 hedge funds and large institutions have $1.68B invested in Box in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 49 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
1% more funds holding
Funds holding: 250 → 252 (+2)
0.56% more ownership
Funds ownership: 78.78% → 79.34% (+0.56%)
4% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 79
15% less capital invested
Capital invested by funds: $1.98B → $1.68B (-$300M)
41% less call options, than puts
Call options by funds: $13.1M | Put options by funds: $22.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$65.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$20.7M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$20M |
| 4 |
BlackRock
New York
|
+$16M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$36.4M |
| 2 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$33.1M |
| 3 |
ClearBridge Investments
New York
|
-$20.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$20.7M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$283 | +19 | New |
|
BOX Hedge Fund Activity: Q1 2020 in Review
252 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2020, worth a combined $1.68B — down 15% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new BOX positions and 49 closed out — a net gain of 5 holders — while 76 added to existing stakes and 79 trimmed.
The largest buyer was Starboard Value, adding an estimated $65.5M. The largest seller was Bares Capital Management, cutting an estimated $36.4M.
- 252 institutional investors held Box (BOX) as of Q1 2020, up from 250 in Q4 2019.
- Funds reported $1.68B of Box stock for Q1 2020, down 15% quarter-over-quarter.
- 54 funds opened new Box positions in Q1 2020 and 49 closed out, a net change of +5 holders.
- The largest Box buyer in Q1 2020 was Starboard Value, an estimated $65.5M added.
- The largest Box seller in Q1 2020 was Bares Capital Management, an estimated $36.4M sold.
Based on aggregated 13F filings for Q1 2020.