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Box
BOX

Overview Fund Activity

270 hedge funds and large institutions have $1.88B invested in Box in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
46
Increased
103
Reduced
69
Closed
31
Calls
$25.7M
Puts
$46.2M
Net Calls
-$20.6M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$75.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$312M
3
RC
RGM Capital
Florida
$26.6M
4
LCG
Luxor Capital Group
New York
$26.5M
5
WIM
Weitz Investment Management
Nebraska
$20.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
PCM
Portolan Capital Management
Massachusetts
$11.1M
3
BCM
Bares Capital Management
Texas
$164M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.9M
5
CC
Crosslink Capital
California
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$16.9M +$1.56M +80,602 +10%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$12.7M -$1.76M -90,896 -12%
RA
28
Rovida Advisors
Florida
$12.4M +$4.63M +240,000 +60%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$12.2M +$1.25M +64,854 +11%
NRC
30
North Run Capital
Massachusetts
$12.1M +$12.1M +625,000 New
Russell Investments Group
31
Russell Investments Group
United Kingdom
$11.4M +$2.7M +140,080 +31%
Millennium Management
32
Millennium Management
New York
$11.3M -$11.8M -612,150 -51%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$11.1M +$36.5K +1,888 +0.3%
PCM
34
Portolan Capital Management
Massachusetts
$11.1M -$18.1M -936,502 -62%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$10.4M +$2.72M +140,978 +36%
RHJA
36
Rice Hall James & Associates
California
$10M -$733K -37,956 -7%
Morgan Stanley
37
Morgan Stanley
New York
$9.57M -$7.17M -371,348 -43%
Wells Fargo
38
Wells Fargo
California
$9.51M -$803K -41,595 -8%
TCIM
39
TIAA CREF Investment Management
New York
$9.5M +$674K +34,878 +8%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$9.16M +$3.02M +156,200 +49%
AQR Capital Management
41
AQR Capital Management
Connecticut
$9.04M +$5.2M +269,550 +136%
Invesco
42
Invesco
Georgia
$9M +$394K +20,420 +5%
Ameriprise
43
Ameriprise
Minnesota
$8.59M +$4.57M +236,534 +114%
CC
44
Crosslink Capital
California
$8.2M -$11.9M -614,846 -59%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.62M +$6.17M +319,343 +423%
HAM
46
Harber Asset Management
North Carolina
$6.79M -$1.08M -56,136 -14%
Federated Hermes
47
Federated Hermes
Pennsylvania
$6.78M +$1.93M +99,915 +40%
Squarepoint
48
Squarepoint
New York
$6.44M +$4.58M +237,029 +245%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$5.91M +$3.68M +190,429 +165%
WA
50
Wasatch Advisors
Utah
$5.88M +$323K +16,717 +6%
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