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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$2.43M +$2.43M +115,000 New
PA
77
Profund Advisors
Maryland
$2.23M +$180K +8,540 +9%
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$2.22M +$1.76M +83,400 +381%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.08M -$449K -21,300 -18%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$2.02M +$2.02M +95,682 New
UBS Group
81
UBS Group
Switzerland
$1.91M -$955K -45,259 -33%
SCA
82
Secor Capital Advisors
New York
$1.81M -$3.75M -177,774 -67%
PWS
83
Peloton Wealth Strategists
Indiana
$1.81M – – –
Citigroup
84
Citigroup
New York
$1.77M +$939K +44,503 +113%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$1.72M +$534K +25,320 +45%
CS
86
Credit Suisse
Switzerland
$1.66M -$1.45M -68,576 -47%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$1.6M -$270K -12,786 -14%
PIM
88
Partner Investment Management
California
$1.56M +$138K +6,541 +10%
CIA
89
Capital Impact Advisors
Massachusetts
$1.55M – – –
EIM
90
Essex Investment Management
Massachusetts
$1.52M – – –
Citadel Advisors
91
Citadel Advisors
Florida
$1.49M -$11M -520,817 -88%
GT
92
Glenmede Trust
Pennsylvania
$1.43M +$1.42M +67,561 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35M +$8.98K +426 +0.7%
JRP
94
Jasper Ridge Partners
California
$1.32M +$300K +14,202 +29%
UBS AM
95
UBS AM
Illinois
$1.3M +$787K +37,304 +154%
Public Sector Pension Investment Board (PSP Investments)
96
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.27M +$1.27M +60,200 New
OA
97
Outfitter Advisors
Virginia
$1.22M +$350K +16,600 +40%
CC
98
Cipher Capital
New York
$1.21M -$393K -18,638 -25%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.2M – – –
Barclays
100
Barclays
United Kingdom
$1.18M -$55.8K -2,647 -5%
2 3
4
5 6

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.