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320 hedge funds and large institutions have $3.48B invested in Box in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
57
Increased
96
Reduced
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$32.9M +$25.7M +975,613 +617%
Wells Fargo
27
Wells Fargo
California
$31.9M -$1.01M -38,224 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$31.8M -$11.1M -421,242 -28%
FWIA
29
Fort Washington Investment Advisors
Ohio
$31.8M +$701K +26,631 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$31.7M +$4.5M +170,949 +19%
SCA
31
Summit Creek Advisors
Minnesota
$31.3M +$38.4K +1,459 +0.1%
Millennium Management
32
Millennium Management
New York
$29.2M +$4.66M +176,975 +21%
CS
33
Credit Suisse
Switzerland
$28.5M -$3.13M -118,854 -11%
Federated Hermes
34
Federated Hermes
Pennsylvania
$28.1M +$17.3M +659,231 +213%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$27.7M -$24.2M -919,484 -49%
Renaissance Technologies
36
Renaissance Technologies
New York
$26.3M +$15.5M +590,800 +187%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$25.7M -$91.9K -3,494 -0.4%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$23.8M -$2.79M -106,042 -11%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$23.8M +$21.5M +817,514 New
BC
40
Burney Company
Virginia
$21.4M +$19.4M +737,399 New
Invesco
41
Invesco
Georgia
$21.3M +$4.2M +159,667 +28%
GLA
42
Great Lakes Advisors
Illinois
$20.3M +$3.64M +138,512 +25%
PCM
43
Peregrine Capital Management
Minnesota
$19.5M -$3.39M -129,005 -16%
JAM
44
Jupiter Asset Management
United Kingdom
$18.3M +$16.6M +629,820 New
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$18.2M -$5.33M -202,503 -24%
Ameriprise
46
Ameriprise
Minnesota
$18M +$1.43M +54,547 +10%
Deutsche Bank
47
Deutsche Bank
Germany
$17.6M -$3.19M -121,086 -17%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.7M -$732K -27,825 -5%
PAM
49
Panagora Asset Management
Massachusetts
$16.4M -$2.81M -106,957 -16%
AAM
50
AO Asset Management
New York
$15.5M -$12.8M -485,640 -48%

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.