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Box
BOX

Overview Fund Activity

181 hedge funds and large institutions have $1.65B invested in Box in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
4.52%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.17%
New
26
Increased
73
Reduced
55
Closed
29
Calls
$12.9M
Puts
$10.6M
Net Calls
+$2.37M
Net Calls Change
+$2.99M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$90.3M
2
Wells Fargo
Wells Fargo
California
$109M
3
PHS
PFM Health Sciences
California
$56M
4
SI
SQN Investors
California
$24.6M
5
Artisan Partners
Artisan Partners
Wisconsin
$17.9M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.78M
3
Two Sigma Investments
Two Sigma Investments
New York
$3.91M
4
ASP
Adams Street Partners
Illinois
$0
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
Garelick Capital Partners
Massachusetts
$14.1M -$3.03M -156,620 -18%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.9M +$4.33M +224,210 +45%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$13M -$12.7M -674,318 -49%
GGHC
29
Gilder Gagnon Howe & Co
New York
$12.9M +$7.37M +381,730 +133%
VEPM
30
Vista Equity Partners Management
California
$12.9M +$7.07M +365,682 +122%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$12M -$6.51M -337,073 -35%
TCIM
32
TIAA CREF Investment Management
New York
$11.5M +$3.88M +201,019 +51%
Citadel Advisors
33
Citadel Advisors
Florida
$11.4M +$3.31M +171,528 +41%
Goldman Sachs
34
Goldman Sachs
New York
$11M -$2.9M -150,271 -21%
PCR
35
Potrero Capital Research
California
$9.44M +$2.96M +152,968 +46%
Federated Hermes
36
Federated Hermes
Pennsylvania
$9.18M – – –
ECM
37
Engle Capital Management
Connecticut
$9.08M -$4.21M -218,000 -32%
NFA
38
Nationwide Fund Advisors
Ohio
$8.84M +$2.77M +143,500 +46%
Morgan Stanley
39
Morgan Stanley
New York
$8.45M -$1.26M -65,291 -13%
FCM
40
Frontier Capital Management
Massachusetts
$8.34M +$8.34M +431,533 New
Charles Schwab
41
Charles Schwab
California
$8.21M +$2.13M +110,416 +35%
PP
42
PDT Partners
New York
$8.02M +$399K +20,629 +5%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$7.77M +$1.07M +55,511 +16%
SIM
44
Spark Investment Management
New York
$7.33M – – –
NCGI
45
Next Century Growth Investors
Minnesota
$7.29M -$2.58M -133,621 -26%
HI
46
HBK Investments
Texas
$7.24M -$4.61M -238,500 -39%
LCM
47
Lucha Capital Management
California
$7.23M -$396K -20,515 -5%
WCM
48
Woodson Capital Management
Connecticut
$7.1M -$431K -22,326 -6%
QI
49
QS Investors
New York
$6.63M +$2.02M +104,402 +44%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$6.5M +$9.08K +470 +0.1%
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