We are live on ! Find out more

250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$18.8M +$2.25M +134,321 +14%
RIM
27
Ranger Investment Management
Texas
$18M +$1.62M +96,764 +10%
Charles Schwab
28
Charles Schwab
California
$15.9M -$530K -31,621 -3%
Goldman Sachs
29
Goldman Sachs
New York
$15.5M -$3.56M -212,162 -19%
1M
30
13D Management
New York
$15.2M +$4.8M +286,281 +46%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$13.7M +$1.18M +70,170 +9%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$13.2M +$7.51M +447,566 +132%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$12.3M +$1.57M +93,620 +15%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$11.6M +$1.6M +95,631 +16%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$11.2M +$405K +24,121 +4%
GLA
36
Great Lakes Advisors
Illinois
$11.1M +$10.9M +649,581 +5,646%
PCR
37
Potrero Capital Research
California
$10.7M +$4.91M +292,706 +84%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$10.6M -$8.42M -502,048 -44%
Deutsche Bank
39
Deutsche Bank
Germany
$9.92M +$977K +58,242 +11%
N
40
Nuveen
North Carolina
$9.59M -$130K -7,765 -1%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$9.4M +$1.53M +91,147 +19%
NRC
42
North Run Capital
Massachusetts
$8.57M -$1.56M -93,000 -15%
Nomura Holdings
43
Nomura Holdings
Japan
$8.48M +$8.13M +484,765 +2,364%
Ameriprise
44
Ameriprise
Minnesota
$8.46M +$842K +50,222 +11%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$8M
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.74M -$41.3K -2,463 -0.5%
JP Morgan Chase
47
JP Morgan Chase
New York
$7.46M +$1.67M +99,677 +29%
Fuller & Thaler Asset Management
48
Fuller & Thaler Asset Management
California
$7.42M -$156K -9,288 -2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$6.42M +$5.39M +321,228 +521%
UBS AM
50
UBS AM
Illinois
$5.79M +$3.19M +190,109 +123%

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.