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280 hedge funds and large institutions have $2.54B invested in Box in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 95 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

51% more capital invested

Capital invested by funds: $1.68B → $2.54B (+$863M)

25% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more funds holding

Funds holding: 252280 (+28)

0.49% more ownership

Funds ownership: 79.34%79.82% (+0.49%)

26% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $44.1M

Holders
280
Holders Change
+28
Holders Change %
+11.11%
% of All Funds
5.74%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
62
Increased
95
Reduced
76
Closed
31
Calls
$32.6M
Puts
$44.1M
Net Calls
-$11.5M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$24.5M +$13M +742,667 +169%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$24.1M -$414K -23,567 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$22.1M +$6.18M +352,019 +49%
WIM
29
Weitz Investment Management
Nebraska
$21.8M -$3.58M -204,000 -16%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$21M +$6.57M +373,964 +59%
DCM
31
Divisar Capital Management
California
$20.8M
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$20.3M +$17.1M +975,050 +34,898%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$20M -$10.8M -615,567 -39%
Wells Fargo
34
Wells Fargo
California
$19.3M +$8.96M +510,455 +122%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$19M +$720K +41,021 +5%
PCR
36
Potrero Capital Research
California
$15.4M +$1.78M +101,530 +16%
Man Group
37
Man Group
United Kingdom
$14.8M +$9.39M +534,768 +298%
Morgan Stanley
38
Morgan Stanley
New York
$13.1M +$6.37M +362,999 +135%
1M
39
13D Management
New York
$11.8M -$5.12M -291,797 -34%
SEI Investments
40
SEI Investments
Pennsylvania
$11.6M +$3.96M +225,284 +68%
Millennium Management
41
Millennium Management
New York
$11.1M -$7.15M -407,404 -43%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$10.8M +$5.62M +320,313 +160%
Ameriprise
43
Ameriprise
Minnesota
$9.72M -$1.34M -76,246 -14%
Fuller & Thaler Asset Management
44
Fuller & Thaler Asset Management
California
$9.71M +$628K +35,775 +8%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$9.01M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$8.7M +$5.43M +309,526 +283%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.09M +$597K +34,015 +9%
Federated Hermes
48
Federated Hermes
Pennsylvania
$7.98M +$6.74M +383,664 +42,772%
Jane Street
49
Jane Street
New York
$7.85M +$6.09M +346,896 +1,117%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$7.1M -$127K -7,229 -2%

BOX Hedge Fund Activity: Q2 2020 in Review

280 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2020, worth a combined $2.54B — up 51% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BOX positions and 31 closed out — a net gain of 31 holders — while 95 added to existing stakes and 76 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $31.3M. The largest seller was Fidelity Investments, cutting an estimated $47.1M.

  • 280 institutional investors held Box (BOX) as of Q2 2020, up from 252 in Q1 2020.
  • Funds reported $2.54B of Box stock for Q2 2020, up 51% quarter-over-quarter.
  • 62 funds opened new Box positions in Q2 2020 and 31 closed out, a net change of +31 holders.
  • The largest Box buyer in Q2 2020 was Two Sigma Investments, an estimated $31.3M added.
  • The largest Box seller in Q2 2020 was Fidelity Investments, an estimated $47.1M sold.

Based on aggregated 13F filings for Q2 2020.