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Box
BOX

Overview Fund Activity

110 hedge funds and large institutions have $303M invested in Box in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+14
Holders Change %
+14.58%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
47
Reduced
18
Closed
14
Calls
$12.3M
Puts
$5.87M
Net Calls
+$6.39M
Net Calls Change
-$15.1M

Top Buyers

1
BCM
1
Bares Capital Management
Texas
$53.1M
2
BFA
2
BlackRock Fund Advisors
California
$11.9M
3
PC
3
Polar Capital
United Kingdom
$6.26M
4
State Street
4
State Street
Massachusetts
$7.64M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.72M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
FA
2
Friess Associates
Delaware
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.26M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$18.9M
5
MSU
5
Mizuho Securities USA
New York
$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$8K +$8K +750 New
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$7K – – –
BKA
103
Brick & Kyle Associates
Pennsylvania
$5K – – –
QCG
104
Quadrant Capital Group
Ohio
$5K +$5K +536 New
SSB
105
Sandy Spring Bank
Maryland
$3K – – –
GWM
106
Geneos Wealth Management
Colorado
$2K -$4K -500 -67%
IWM
107
Integrated Wealth Management
California
$2K – – –
PRCM
108
Pine River Capital Management
Minnesota
$1.71K +$1.71K +165,017 New
AA
109
AlphaMark Advisors
Kentucky
$1K – – –
PWM
110
Perigon Wealth Management
California
$1K +$1K +76 New
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
– -$12.3M -1,000,000 Closed
FA
112
Friess Associates
Delaware
– -$7.89M -643,900 Closed
Jane Street
113
Jane Street
New York
– -$562K -45,873 Closed
AL
114
Airain Ltd
Guernsey
– -$464K -37,818 Closed
Neuberger Berman Group
115
Neuberger Berman Group
New York
– -$361K -29,427 Closed
GI
116
Gradient Investments
Minnesota
– -$355K -28,954 Closed
WSCM
117
Wellington Shields Capital Management
New York
– -$169K -13,800 Closed
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
– -$143K -11,692 Closed
CS
119
Comerica Securities
Michigan
– -$139K -11,356 Closed
RJA
120
Raymond James & Associates
Florida
– -$130K -10,585 Closed
Squarepoint
121
Squarepoint
New York
– -$126K -10,300 Closed
TDC
122
Thompson Davis & Co
Virginia
– -$86K -7,000 Closed
WAM
123
Wolverine Asset Management
Illinois
– -$50K -4,107 Closed
HighTower Advisors
124
HighTower Advisors
Illinois
– -$13K -1,092 Closed
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