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Box
BOX

207 hedge funds and large institutions have $2.05B invested in Box in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $1.65B → $2.05B (+$400M)

14% more funds holding

Funds holding: 181 → 207 (+26)

0.47% less ownership

Funds ownership: 80.76% → 80.29% (-0.47%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

39% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $25.4M

Holders
207
Holders Change
+26
Holders Change %
+14.36%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
53
Increased
65
Reduced
68
Closed
24
Calls
$15.6M
Puts
$25.4M
Net Calls
-$9.86M
Net Calls Change
-$12.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$133M
2
SI
SQN Investors
California
+$29.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
5
MCMC
Matrix Capital Management Company
New Hampshire
+$21.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Wells Fargo
Wells Fargo
California
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$7.14M +$910K +43,131 +15%
QI
52
QS Investors
New York
$6.97M -$269K -12,770 -4%
TA
53
Teachers Advisors
New York
$6.87M +$66.4K +3,147 +1%
AAP
54
Ardsley Advisory Partners
Connecticut
$6.7M +$6.43M +305,000 +2,542%
GCP
55
Garelick Capital Partners
Massachusetts
$6.53M -$8.9M -421,773 -58%
PC
56
Pier Capital
Connecticut
$6.07M -$112K -5,320 -2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$6.04M +$650K +30,839 +12%
WCM
58
Woodson Capital Management
Connecticut
$5.65M -$2.11M -100,034 -27%
QIM
59
Quantitative Investment Management
Virginia
$5.55M -$987K -46,800 -15%
HLA
60
Hamilton Lane Advisors
Pennsylvania
$5.47M -$1.43M -67,761 -21%
EGM
61
Engineers Gate Manager
New York
$5.09M +$1.56M +74,044 +44%
SCM
62
Sterling Capital Management
North Carolina
$4.92M +$2.4M +113,894 +96%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$4M +$68.5K +3,250 +2%
HI
64
HBK Investments
Texas
$3.9M -$4.01M -190,169 -51%
SIM
65
Spark Investment Management
New York
$3.86M -$4.15M -196,600 -52%
Swiss National Bank
66
Swiss National Bank
Switzerland
$3.61M +$996K +47,200 +38%
AR
67
Advisory Research
Illinois
$3.41M +$858K +40,683 +34%
OCM
68
Osterweis Capital Management
California
$3.17M +$3.17M +150,065 New
LSC
69
Lyon Street Capital
California
$3.17M +$527K +25,000 +20%
SEI Investments
70
SEI Investments
Pennsylvania
$2.88M +$2.87M +136,114 New
AIM
71
ARK Investment Management
Florida
$2.78M +$1.7M +80,373 +156%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.7M -$41.6K -1,973 -2%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.59M -$4.01M -190,218 -61%
EVM
74
Eaton Vance Management
Massachusetts
$2.53M +$2.53M +119,823 New
Ameriprise
75
Ameriprise
Minnesota
$2.47M -$344K -16,331 -12%
1 2
3
4 5

BOX Hedge Fund Activity: Q4 2017 in Review

207 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2017, worth a combined $2.05B — up 24% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 24 closed out — a net gain of 29 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Artisan Partners, adding an estimated $133M. The largest seller was Norges Bank, exiting entirely with an estimated $14.5M sold.

  • 207 institutional investors held Box (BOX) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $2.05B of Box stock for Q4 2017, up 24% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest Box buyer in Q4 2017 was Artisan Partners, an estimated $133M added.
  • The largest Box seller in Q4 2017 was Norges Bank, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.