BOX icon

Box
BOX

Overview Fund Activity

209 hedge funds and large institutions have $2.2B invested in Box in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
40
Increased
80
Reduced
60
Closed
37
Calls
$36.6M
Puts
$42.9M
Net Calls
-$6.26M
Net Calls Change
+$3.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.9M
2
SI
SQN Investors
California
+$29.5M
3
PCM
Peregrine Capital Management
Minnesota
+$25.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$25.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.9M
2
MCMC
Matrix Capital Management Company
New Hampshire
-$21.1M
3
UOC
UBS O'Connor
Illinois
-$19.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$16.9M
5
PHS
PFM Health Sciences
California
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
76
Clough Capital Partners
Massachusetts
$3.14M +$3.14M +153,000 New
SEI Investments
77
SEI Investments
Pennsylvania
$3.09M +$290K +14,127 +10%
UOC
78
UBS O'Connor
Illinois
$2.82M -$19.5M -948,150 -87%
CS
79
Credit Suisse
Switzerland
$2.75M +$1.14M +55,344 +71%
ECM
80
Engle Capital Management
Connecticut
$2.61M -$5.77M -281,000 -69%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.53M -$90.2K -4,388 -3%
Ameriprise
82
Ameriprise
Minnesota
$2.49M +$80.2K +3,901 +3%
VEPM
83
Vista Equity Partners Management
California
$2.44M -$11.4M -554,820 -82%
PG
84
PEAK6 Group
Illinois
$2.4M +$2.4M +116,632 New
AllianceBernstein
85
AllianceBernstein
Tennessee
$2.39M +$368K +17,900 +18%
UBS Group
86
UBS Group
Switzerland
$2.33M +$464K +22,574 +25%
WA
87
Wasatch Advisors
Utah
$2.29M +$2.29M +111,469 New
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$2.21M +$43.2K +2,100 +2%
Macquarie Group
89
Macquarie Group
Australia
$2.16M +$2.16M +105,139 New
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$2.06M -$308K -15,000 -13%
PPA
91
Parametric Portfolio Associates
Washington
$2.02M +$1.48M +72,150 +277%
HI
92
HBK Investments
Texas
$1.95M -$1.84M -89,545 -48%
PA
93
Profund Advisors
Maryland
$1.94M -$232K -11,270 -11%
MWNA
94
Marshall Wace North America
New York
$1.78M +$1.78M +86,747 New
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$1.77M +$1.77M +85,931 New
PWS
96
Peloton Wealth Strategists
Indiana
$1.71M -$43.2K -2,100 -2%
CIA
97
Capital Impact Advisors
Massachusetts
$1.58M +$76.9K +3,740 +5%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$1.56M +$1.03K +50 +0.1%
SIM
99
Spark Investment Management
New York
$1.49M -$2.27M -110,400 -60%
UBS AM
100
UBS AM
Illinois
$1.45M +$184K +8,932 +15%
2 3
4
5 6