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Box
BOX

Overview Fund Activity

96 hedge funds and large institutions have $290M invested in Box in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
36
Reduced
26
Closed
16
Calls
$25.5M
Puts
$3.99M
Net Calls
+$21.5M
Net Calls Change
+$12.2M

Top Buyers

1
BCM
Bares Capital Management
Texas
$42.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.3M
3
Coatue Management
Coatue Management
New York
$46.7M
4
PCR
Potrero Capital Research
California
$2.87M
5
UOC
UBS O'Connor
Illinois
$19.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$25.4M
2
ACM
Altimeter Capital Management
Massachusetts
$0
3
UBS AM
UBS AM
Illinois
$173K
4
NM
Nokota Management
New York
$17.8M
5
PC
Polar Capital
United Kingdom
$755K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.01M -$81.2K -6,627 -7%
Goldman Sachs
27
Goldman Sachs
New York
$1M +$335K +27,344 +50%
Charles Schwab
28
Charles Schwab
California
$984K +$175K +14,275 +22%
PWS
29
Peloton Wealth Strategists
Indiana
$948K +$488K +39,800 +106%
WRHAM
30
W.R. Huff Asset Management
Florida
$865K +$192K +15,650 +29%
PC
31
Polar Capital
United Kingdom
$755K -$1.65M -135,010 -69%
HP
32
Harbourvest Partners
Massachusetts
$716K – – –
Swiss National Bank
33
Swiss National Bank
Switzerland
$640K +$122K +10,300 +24%
Creative Planning
34
Creative Planning
Kansas
$575K -$90.3K -7,375 -14%
Jane Street
35
Jane Street
New York
$562K +$183K +14,953 +48%
BIM
36
BlackRock Investment Management
Delaware
$551K +$15K +1,221 +3%
TCIM
37
TIAA CREF Investment Management
New York
$549K – – –
AL
38
Airain Ltd
Guernsey
$464K +$464K +37,818 New
Millennium Management
39
Millennium Management
New York
$396K -$1.29M -105,576 -77%
Citadel Advisors
40
Citadel Advisors
Florida
$384K -$192K -15,631 -33%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$361K +$15.8K +1,288 +5%
GI
42
Gradient Investments
Minnesota
$355K +$355K +28,954 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$349K +$49K +4,000 +16%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$341K +$46.6K +3,795 +16%
SIG
45
Stanford Investment Group
California
$330K +$3.89K +317 +1%
Wells Fargo
46
Wells Fargo
California
$302K +$87.1K +7,104 +41%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$291K -$51.6K -4,210 -15%
Walleye Trading
48
Walleye Trading
New York
$244K -$64.2K -5,249 -21%
Deutsche Bank
49
Deutsche Bank
Germany
$241K +$67.8K +5,551 +39%
TA
50
Teachers Advisors
New York
$234K – – –
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