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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
KFI
301
Key Financial Inc
Pennsylvania
$3K
TAM
302
Tucker Asset Management
Colorado
$2.91K +$2.63K +100 New
GWM
303
Geneos Wealth Management
Colorado
$2K -$10.5K -400 -80%
CA
304
Clearstead Advisors
Ohio
$2K
EC
305
Elequin Capital
New York
$2K +$921 +35 +80%
JWA
306
JFS Wealth Advisors
Pennsylvania
$2K +$1.03K +39 +205%
GC
307
Globeflex Capital
California
$2K +$1.31K +50 +139%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.1K +80 New
TWC
309
TD Waterhouse Canada
Ontario, Canada
$1.59K
ACM
310
Antonetti Capital Management
Florida
$1K
EL
311
EMFO LLC
Florida
$1K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1K
SIS
313
Sound Income Strategies
Florida
$1K
LC
314
Lindbrook Capital
California
$1K +$763 +29 New
CI
315
Cordant Inc
Oregon
$1K +$894 +34 New
EI
316
Ellevest Inc
New York
$1K +$1.03K +39 New
PSAMP
317
P. Schoenfeld Asset Management (PSAM)
New York
-$18.1M -690,504 Closed
Balyasny Asset Management
318
Balyasny Asset Management
Illinois
-$12.4M -473,839 Closed
OQS
319
Occudo Quantitative Strategies
Florida
-$2.99M -114,158 Closed
Voloridge Investment Management
320
Voloridge Investment Management
Florida
-$2.64M -100,697 Closed
PP
321
Paloma Partners
Connecticut
-$2.33M -88,986 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
-$2.02M -77,308 Closed
Tudor Investment Corp
323
Tudor Investment Corp
Connecticut
-$1.99M -76,057 Closed
ADIM
324
Alpha DNA Investment Management
Maryland
-$1.5M -57,162 Closed
SCP
325
Sender Company & Partners
New York
-$1.45M -55,380 Closed

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.