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320 hedge funds and large institutions have $3.48B invested in Box in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
57
Increased
96
Reduced
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
76
Peloton Wealth Strategists
Indiana
$6.04M -$89.4K -3,400 -2%
William Blair & Company
77
William Blair & Company
Illinois
$5.85M +$3.72M +141,339 +235%
UBS AM
78
UBS AM
Illinois
$5.67M -$37.5K -1,424 -0.7%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$5.66M
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$5.46M -$450K -17,093 -8%
Goldman Sachs
81
Goldman Sachs
New York
$5.19M -$16M -607,836 -77%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$5.16M -$270K -10,245 -5%
Man Group
83
Man Group
United Kingdom
$5.13M -$2.48M -94,394 -35%
EA
84
Echo45 Advisors
California
$4.99M -$116K -4,400 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.96M +$1.27M +48,200 +39%
SSA
86
Schonfeld Strategic Advisors
New York
$4.74M +$2.96M +112,400 +222%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$4.23M -$270K -10,248 -7%
NC
88
NZS Capital
Colorado
$4.08M +$3.7M +140,510 New
ECU
89
Eisler Capital (UK)
United Kingdom
$4.08M +$3.69M +140,400 New
TI
90
Trexquant Investment
Connecticut
$4.03M +$2.35M +89,429 +181%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$4M +$1.75M +66,705 +94%
JF
92
Jump Financial
Illinois
$3.92M +$95.3K +3,624 +3%
Legal & General Group
93
Legal & General Group
United Kingdom
$3.75M +$10.6K +403 +0.3%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$3.7M +$2.09M +79,610 +167%
CG
95
Colony Group
Massachusetts
$3.47M +$3.14M +119,422 New
Rafferty Asset Management
96
Rafferty Asset Management
New York
$3.42M -$854K -32,473 -22%
Simplex Trading
97
Simplex Trading
Illinois
$3.4M +$980K +37,266 +47%
AQR Capital Management
98
AQR Capital Management
Connecticut
$3.37M -$43.9K -1,667 -1%
RJA
99
Raymond James & Associates
Florida
$3.36M -$1.19M -45,073 -28%
EVM
100
Eaton Vance Management
Massachusetts
$3.08M -$552 -21 -0%

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.