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Box
BOX

Overview Fund Activity

209 hedge funds and large institutions have $2.2B invested in Box in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
40
Increased
80
Reduced
60
Closed
37
Calls
$36.6M
Puts
$42.9M
Net Calls
-$6.26M
Net Calls Change
+$3.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33.3M
2
SI
SQN Investors
California
$84.3M
3
PCM
Peregrine Capital Management
Minnesota
$25.8M
4
Citadel Advisors
Citadel Advisors
Florida
$26.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$23.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$57.8M
2
MCMC
Matrix Capital Management Company
New Hampshire
$0
3
UOC
UBS O'Connor
Illinois
$2.82M
4
WRCM
Whale Rock Capital Management
Massachusetts
$0
5
PHS
PFM Health Sciences
California
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$23.2M +$23.2M +1,129,429 New
Northern Trust
27
Northern Trust
Illinois
$21.5M +$268K +13,048 +1%
CCM
28
Criterion Capital Management
California
$19.9M +$19.9M +968,300 New
PCM
29
Portolan Capital Management
Massachusetts
$18.7M +$5.04M +245,341 +37%
RIM
30
Ranger Investment Management
Texas
$17.8M +$9.02M +438,750 +103%
EA
31
Emerald Advisers
Pennsylvania
$17.1M -$454K -22,073 -3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$14.7M -$1.16M -56,500 -7%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.5M -$423K -20,600 -3%
BIM
34
Bogle Investment Management
Massachusetts
$14.1M +$14.1M +686,655 New
PCR
35
Potrero Capital Research
California
$14.1M +$4.01M +195,314 +40%
SCPM
36
Social Capital PEP Management
California
$12.9M +$1.75M +85,000 +16%
HCS
37
Harvest Capital Strategies
California
$12.6M +$12.6M +614,766 New
TCIM
38
TIAA CREF Investment Management
New York
$12.1M -$279K -13,585 -2%
Goldman Sachs
39
Goldman Sachs
New York
$11.5M +$3.47M +168,871 +43%
Norges Bank
40
Norges Bank
Norway
$11.2M +$11.2M +547,401 New
GIM
41
Granahan Investment Management
Massachusetts
$10.5M +$716K +34,856 +7%
Charles Schwab
42
Charles Schwab
California
$10.5M +$394K +19,156 +4%
Jennison Associates
43
Jennison Associates
New York
$10.5M +$10.5M +509,709 New
Federated Hermes
44
Federated Hermes
Pennsylvania
$9.76M – – –
EVM
45
Eaton Vance Management
Massachusetts
$9.3M +$6.84M +332,803 +278%
Morgan Stanley
46
Morgan Stanley
New York
$9.05M -$4.14M -201,315 -31%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$8.86M +$594K +28,883 +7%
FHAM
48
Folger Hill Asset Management
New York
$8.22M +$8.22M +400,000 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$7.87M +$53.2K +2,589 +0.7%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$7.7M +$437K +21,244 +6%
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