We are live on ! Find out more
BOX icon

Box
BOX

207 hedge funds and large institutions have $2.05B invested in Box in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $1.65B → $2.05B (+$400M)

14% more funds holding

Funds holding: 181 → 207 (+26)

0.47% less ownership

Funds ownership: 80.76% → 80.29% (-0.47%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

39% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $25.4M

Holders
207
Holders Change
+26
Holders Change %
+14.36%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
53
Increased
65
Reduced
68
Closed
24
Calls
$15.6M
Puts
$25.4M
Net Calls
-$9.86M
Net Calls Change
-$12.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$133M
2
SI
SQN Investors
California
+$29.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
5
MCMC
Matrix Capital Management Company
New Hampshire
+$21.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Wells Fargo
Wells Fargo
California
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRCM
26
Whale Rock Capital Management
Massachusetts
$16.9M +$16.8M +798,418 New
Two Sigma Advisers
27
Two Sigma Advisers
New York
$16.3M +$3.17M +150,200 +24%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.4M +$109K +5,150 +0.7%
VEPM
29
Vista Equity Partners Management
California
$14.2M +$172K +8,133 +1%
PCM
30
Portolan Capital Management
Massachusetts
$14M -$1.59M -75,241 -10%
Morgan Stanley
31
Morgan Stanley
New York
$13.6M +$4.31M +204,531 +47%
TCIM
32
TIAA CREF Investment Management
New York
$12.7M +$118K +5,579 +0.9%
SCPM
33
Social Capital PEP Management
California
$11.5M +$11.5M +543,324 New
Two Sigma Investments
34
Two Sigma Investments
New York
$10.4M +$6.15M +291,774 +144%
Charles Schwab
35
Charles Schwab
California
$10.4M +$1.4M +66,316 +16%
PCR
36
Potrero Capital Research
California
$10.3M – – –
GIM
37
Granahan Investment Management
Massachusetts
$10.1M +$10.1M +477,081 New
Federated Hermes
38
Federated Hermes
Pennsylvania
$10M – – –
CM
39
Castleark Management
Illinois
$9.96M +$9.95M +471,675 New
RIM
40
Ranger Investment Management
Texas
$8.98M +$8.96M +425,000 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.94M +$4.46M +211,634 +100%
PP
42
PDT Partners
New York
$8.79M +$21.9K +1,040 +0.3%
ECM
43
Engle Capital Management
Connecticut
$8.62M -$1.31M -62,000 -13%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$8.49M – – –
Goldman Sachs
45
Goldman Sachs
New York
$8.3M -$3.67M -173,787 -31%
GGHC
46
Gilder Gagnon Howe & Co
New York
$8.09M -$6.05M -286,675 -43%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$8.04M +$2.2M +104,505 +38%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$7.46M +$361K +17,095 +5%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$7.42M +$7.41M +351,500 New
NCGI
50
Next Century Growth Investors
Minnesota
$7.34M -$629K -29,833 -8%
1
2
3 4 5

BOX Hedge Fund Activity: Q4 2017 in Review

207 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2017, worth a combined $2.05B — up 24% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 24 closed out — a net gain of 29 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Artisan Partners, adding an estimated $133M. The largest seller was Norges Bank, exiting entirely with an estimated $14.5M sold.

  • 207 institutional investors held Box (BOX) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $2.05B of Box stock for Q4 2017, up 24% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest Box buyer in Q4 2017 was Artisan Partners, an estimated $133M added.
  • The largest Box seller in Q4 2017 was Norges Bank, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.