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Box
BOX

Overview Fund Activity

311 hedge funds and large institutions have $3.28B invested in Box in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 102 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+38
Holders Change %
+13.92%
% of All Funds
4.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
76
Increased
102
Reduced
87
Closed
37
Calls
$83.1M
Puts
$52.6M
Net Calls
+$30.5M
Net Calls Change
+$8.93M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$169M
2
Bank of America
2
Bank of America
North Carolina
$59.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$43.9M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$58.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$49M

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.16M
4
Citigroup
4
Citigroup
New York
$5.95M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$32.2M -$3.23M -123,251 -9%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$32.1M +$105K +4,068 +0.3%
Wells Fargo
28
Wells Fargo
California
$29.8M +$2.92M +111,645 +11%
CS
29
Credit Suisse
Switzerland
$28.8M -$1.33M -50,970 -4%
SCA
30
Summit Creek Advisors
Minnesota
$28.2M +$3.25M +124,173 +13%
FWIA
31
Fort Washington Investment Advisors
Ohio
$27.9M +$4.83M +184,240 +21%
AAM
32
AO Asset Management
New York
$26.7M +$3.33M +127,100 +14%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$24.3M +$15.6M +597,366 +182%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$24.1M +$1.09M +41,575 +5%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$23.3M +$12.4M +472,754 +114%
Millennium Management
36
Millennium Management
New York
$21.7M +$20.5M +783,695 +1,768%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$21.7M -$818K -31,238 -4%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$21M +$7.59M +289,750 +57%
PCM
39
Peregrine Capital Management
Minnesota
$20.9M +$585K +22,352 +3%
Goldman Sachs
40
Goldman Sachs
New York
$20.6M -$15.5M -592,202 -43%
Deutsche Bank
41
Deutsche Bank
Germany
$19M -$5.36M -204,607 -22%
PSAMP
42
P. Schoenfeld Asset Management (PSAM)
New York
$18.1M -$16.7M -637,639 -48%
PAM
43
Panagora Asset Management
Massachusetts
$17.6M -$223K -8,501 -1%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.8M +$2.44M +93,227 +18%
Invesco
45
Invesco
Georgia
$15M +$11.4M +434,888 +314%
Ameriprise
46
Ameriprise
Minnesota
$14.7M +$178K +6,822 +1%
GLA
47
Great Lakes Advisors
Illinois
$14.7M +$74.3K +2,838 +0.5%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$13.5M +$761K +29,060 +6%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$12.4M +$12.4M +473,839 New
Canada Life
50
Canada Life
Manitoba, Canada
$12.1M +$82K +3,133 +0.7%
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