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Box
BOX

Overview Fund Activity

319 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, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% 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
118
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$44.2M
2
American Century Companies
American Century Companies
Missouri
$32.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.8M
4
BC
Burney Company
Virginia
$21.4M
5
Federated Hermes
Federated Hermes
Pennsylvania
$28.1M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$98.3M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$71M
3
BlackRock
BlackRock
New York
$347M
4
First Trust Advisors
First Trust Advisors
Illinois
$106M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
301
Tucker Asset Management
Colorado
$2.91K +$2.91K +100 New
GWM
302
Geneos Wealth Management
Colorado
$2K -$8K -400 -80%
CA
303
Clearstead Advisors
Ohio
$2K – – –
EC
304
Elequin Capital
New York
$2K +$886 +35 +80%
JWA
305
JFS Wealth Advisors
Pennsylvania
$2K +$1.35K +39 +205%
GC
306
Globeflex Capital
California
$2K +$1.16K +50 +139%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +80 New
TWC
308
TD Waterhouse Canada
Ontario, Canada
$1.59K – – –
SIS
309
Sound Income Strategies
Florida
$1K – – –
EL
310
EMFO LLC
Florida
$1K – – –
ACM
311
Antonetti Capital Management
Florida
$1K – – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
LC
313
Lindbrook Capital
California
$1K +$1K +29 New
CI
314
Cordant Inc
Oregon
$1K +$1K +34 New
EI
315
Ellevest Inc
New York
$1K +$1K +39 New
PSAMP
316
P. Schoenfeld Asset Management (PSAM)
New York
– -$18.1M -690,504 Closed
Balyasny Asset Management
317
Balyasny Asset Management
Illinois
– -$12.4M -473,839 Closed
OQS
318
Occudo Quantitative Strategies
Florida
– -$2.99M -114,158 Closed
Voloridge Investment Management
319
Voloridge Investment Management
Florida
– -$2.64M -100,697 Closed
PP
320
Paloma Partners
Connecticut
– -$2.33M -88,986 Closed
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
– -$2.03M -77,308 Closed
Tudor Investment Corp
322
Tudor Investment Corp
Connecticut
– -$1.99M -76,057 Closed
ADIM
323
Alpha DNA Investment Management
Maryland
– -$1.5M -57,162 Closed
SCP
324
Sender Company & Partners
New York
– -$1.45M -55,380 Closed
BCM
325
Bayesian Capital Management
New York
– -$1.4M -53,500 Closed
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