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
Wells Fargo
51
Wells Fargo
California
$5.66M -$1.24M -73,681 -18%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$5.63M +$515K +30,700 +10%
QI
53
QS Investors
New York
$5.04M -$80K -4,768 -2%
PPA
54
Parametric Portfolio Associates
Washington
$4.84M +$1.74M +103,531 +56%
SBH
55
Segall Bryant & Hamill
Illinois
$4.64M +$4.64M +276,733 New
Citadel Advisors
56
Citadel Advisors
Florida
$4.64M +$796K +47,463 +21%
MAM
57
Madison Asset Management
Wisconsin
$4.62M +$4.62M +275,411 New
Swiss National Bank
58
Swiss National Bank
Switzerland
$4.51M +$124K +7,400 +3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$4.19M +$249K +14,857 +6%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$3.82M +$41.5K +2,476 +1%
AAM
61
AO Asset Management
New York
$3.81M
EVM
62
Eaton Vance Management
Massachusetts
$3.76M
CA
63
Commerzbank Aktiengesellschaft
Germany
$3.76M -$376K -22,407 -9%
Citigroup
64
Citigroup
New York
$3.7M +$2.87M +171,186 +348%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.67M -$74.2K -4,422 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$3.6M +$503 +30 +0%
PWS
67
Peloton Wealth Strategists
Indiana
$3.17M +$6.71K +400 +0.2%
Holocene Advisors
68
Holocene Advisors
New York
$3.09M +$310K +18,506 +11%
ARTA
69
A.R.T. Advisors
New York
$3.08M +$1.82M +108,532 +145%
KA
70
Kerrisdale Advisers
Florida
$3.02M
Barclays
71
Barclays
United Kingdom
$2.98M +$1.65M +98,605 +125%
SEI Investments
72
SEI Investments
Pennsylvania
$2.56M +$1.43M +85,297 +126%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$2.36M -$430K -25,641 -15%
Macquarie Group
74
Macquarie Group
Australia
$2.35M +$183K +10,922 +8%
PI
75
PEAK6 Investments
Illinois
$2.31M -$204K -12,146 -8%

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.