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Box
BOX

Overview Fund Activity

270 hedge funds and large institutions have $1.88B invested in Box in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
46
Increased
103
Reduced
69
Closed
31
Calls
$25.7M
Puts
$46.2M
Net Calls
-$20.6M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$75.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$312M
3
RC
RGM Capital
Florida
$26.6M
4
LCG
Luxor Capital Group
New York
$26.5M
5
WIM
Weitz Investment Management
Nebraska
$20.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
PCM
Portolan Capital Management
Massachusetts
$11.1M
3
BCM
Bares Capital Management
Texas
$164M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.9M
5
CC
Crosslink Capital
California
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$2.95M +$492K +25,484 +20%
CA
77
Claar Advisors
New York
$2.7M +$386K +20,000 +17%
Citigroup
78
Citigroup
New York
$2.7M +$840K +43,497 +45%
PWS
79
Peloton Wealth Strategists
Indiana
$2.68M +$241K +12,500 +10%
ACM
80
Alpha Capital Management
Texas
$2.65M +$94.1K +4,875 +4%
LCAM
81
Lee Capital Asset Management
New York
$2.49M +$2.49M +128,820 New
CC
82
Cornerstone Capital
California
$2.48M +$2.16M +112,100 +693%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$2.46M +$698K +36,163 +40%
PA
84
Profund Advisors
Maryland
$2.45M +$486K +25,167 +25%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$2.43M -$5.93M -307,374 -71%
PI
86
Parkside Investments
Illinois
$2.43M +$2.43M +125,670 New
SSA
87
Schonfeld Strategic Advisors
New York
$2.33M +$1.86M +96,400 +395%
Macquarie Group
88
Macquarie Group
Australia
$2.26M +$29.2K +1,510 +1%
PCR
89
Potrero Capital Research
California
$2.14M +$2.14M +111,000 New
CI Investments Inc
90
CI Investments Inc
Ontario, Canada
$2.11M – – –
WCM
91
Weld Capital Management
New York
$2.1M +$1.62M +83,765 +338%
UBS AM
92
UBS AM
Illinois
$2.04M +$433K +22,417 +27%
KIG
93
Kessler Investment Group
Indiana
$1.99M +$994K +51,472 +100%
Walleye Trading
94
Walleye Trading
New York
$1.96M -$1.16M -60,137 -37%
ACH
95
ArrowMark Colorado Holdings
Colorado
$1.93M +$1.93M +100,000 New
CIBC World Market
96
CIBC World Market
Ontario, Canada
$1.91M -$76K -3,936 -4%
CIA
97
Capital Impact Advisors
Massachusetts
$1.86M – – –
ACM
98
Adalta Capital Management
New York
$1.77M +$879K +45,525 +99%
TCM
99
Tygh Capital Management
Oregon
$1.73M +$1.73M +89,711 New
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.7M +$1.7M +87,800 New
2 3
4
5 6