276 hedge funds and large institutions have $2.23B invested in Box in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
57
Increased
112
Reduced
66
Closed
50
Calls
$41.9M
Puts
$80M
Net Calls
-$38.1M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$16.8M +$773K +32,346 +5%
Wells Fargo
27
Wells Fargo
California
$14.8M -$56.2M -2,349,297 -79%
HCS
28
Harvest Capital Strategies
California
$14.3M +$1.79M +75,000 +14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$14.2M +$43K +1,799 +0.3%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$13.2M +$3M +125,702 +30%
Jennison Associates
31
Jennison Associates
New York
$12.8M -$53.6K -2,243 -0.4%
PCM
32
Portolan Capital Management
Massachusetts
$12.1M -$603K -25,214 -5%
CC
33
Crosslink Capital
California
$11.5M +$3.73M +155,910 +48%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$11.4M +$1.11M +46,465 +11%
TCIM
35
TIAA CREF Investment Management
New York
$11.1M -$2.7M -112,976 -20%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$10.5M -$7.2K -301 -0.1%
UBS Group
37
UBS Group
Switzerland
$10.2M -$3.01M -125,854 -23%
BIM
38
Bogle Investment Management
Massachusetts
$9.97M -$2.14M -89,653 -18%
FPC
39
Falcon Point Capital
California
$8.47M +$1.01M +42,278 +14%
GIM
40
Granahan Investment Management
Massachusetts
$8.4M +$2.81M +117,364 +50%
EGM
41
Engineers Gate Manager
New York
$8.29M +$2.14M +89,593 +35%
PC
42
Pier Capital
Connecticut
$8.02M +$1.55M +64,655 +24%
PCR
43
Potrero Capital Research
California
$7.99M +$5.28M +220,642 +194%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$7.92M +$1.99M +83,316 +34%
PP
45
PDT Partners
New York
$7.91M +$6.84K +286 +0.1%
RA
46
Rovida Advisors
Florida
$7.77M +$7.77M +325,000 New
Citadel Advisors
47
Citadel Advisors
Florida
$7.71M +$642K +26,856 +9%
Invesco
48
Invesco
Georgia
$7.63M +$675K +28,235 +10%
QI
49
QS Investors
New York
$7.26M
Two Sigma Advisers
50
Two Sigma Advisers
New York
$7.02M +$3.68M +153,800 +110%