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332 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.2M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

7% more capital invested

Capital invested by funds: $3.04B → $3.25B (+$216M)

1.94% more ownership

Funds ownership: 86.53% → 88.47% (+1.9%)

2% more funds holding

Funds holding: 326 → 332 (+6)

32% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 134

Holders
332
Holders Change
+6
Holders Change %
+1.84%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
91
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$69.1M
2
BlackRock
BlackRock
New York
+$41.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$37.6M
4
UBS Group
UBS Group
Switzerland
+$20.3M
5
Man Group
Man Group
United Kingdom
+$18.7M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$57.4M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$28.5M
3
OAM
Ophir Asset Management
Australia
-$23.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.6M
5
SIMG
Stephens Investment Management Group
Texas
-$9.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
326
DiNuzzo Private Wealth
Pennsylvania
$410 +$405 +16 New
HI
327
Harbour Investments
Wisconsin
$307 – – –
MCM
328
Manchester Capital Management
Vermont
$282 +$278 +11 New
FFA
329
Farther Finance Advisors
California
$256 -$6.12K -242 -96%
EPW
330
Evergreen Private Wealth
Colorado
$179 +$177 +7 New
TWP
331
TFO Wealth Partners
Ohio
$77 – – –
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
– -$57.4M -2,369,845 Closed
VMPIC
333
Varma Mutual Pension Insurance Co
Finland
– -$28.5M -1,176,313 Closed
OAM
334
Ophir Asset Management
Australia
– -$23.3M -963,438 Closed
Westfield Capital Management
335
Westfield Capital Management
Massachusetts
– -$6.81M -281,225 Closed
SAM
336
Silvercrest Asset Management
New York
– -$6.25M -258,060 Closed
EIM
337
Essex Investment Management
Massachusetts
– -$4.12M -169,973 Closed
PCM
338
Portolan Capital Management
Massachusetts
– -$3.87M -159,838 Closed
NIP
339
Nicholas Investment Partners
California
– -$3.07M -126,608 Closed
Tudor Investment Corp
340
Tudor Investment Corp
Connecticut
– -$2.62M -108,281 Closed
EP
341
Edgestream Partners
New Jersey
– -$2.04M -84,291 Closed
WB
342
WesBanco Bank
West Virginia
– -$1.97M -81,254 Closed
DIA
343
Dana Investment Advisors
Wisconsin
– -$1.39M -57,348 Closed
Nomura Holdings
344
Nomura Holdings
Japan
– -$1.34M -55,300 Closed
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
– -$726K -29,990 Closed
Boston Partners
346
Boston Partners
Massachusetts
– -$679K -28,054 Closed
VA
347
Valmark Advisers
Ohio
– -$592K -24,465 Closed
EAM
348
Erste Asset Management
Austria
– -$582K -23,900 Closed
LCM
349
Legato Capital Management
California
– -$522K -21,562 Closed
CGH
350
Crossmark Global Holdings
Texas
– -$495K -19,331 Closed
11 12 13
14
15

BOX Hedge Fund Activity: Q4 2023 in Review

332 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2023, worth a combined $3.25B — up 7.1% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 42 closed out — a net gain of 11 holders — while 91 added to existing stakes and 134 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $69.1M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $57.4M sold.

  • 332 institutional investors held Box (BOX) as of Q4 2023, up from 326 in Q3 2023.
  • Funds reported $3.25B of Box stock for Q4 2023, up 7.1% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2023 and 42 closed out, a net change of +11 holders.
  • The largest Box buyer in Q4 2023 was Morgan Stanley, an estimated $69.1M added.
  • The largest Box seller in Q4 2023 was Loomis, Sayles & Company, an estimated $57.4M sold.

Based on aggregated 13F filings for Q4 2023.