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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
Squarepoint
101
Squarepoint
New York
$1.17M -$3.39M -160,548 -74%
AIG
102
American International Group
New York
$1.15M +$39.4K +1,866 +4%
AP
103
Arlington Partners
Alabama
$1.11M +$1.11M +52,680 New
SO
104
STRS Ohio
Ohio
$1.1M -$1.76M -83,560 -62%
KJHP
105
K.J. Harrison & Partners
Ontario, Canada
$1.01M -$569K -27,000 -36%
BA
106
Boston Advisors
Massachusetts
$982K -$149K -7,085 -13%
FRM
107
Fox Run Management
Connecticut
$982K +$981K +46,517 New
CA
108
Commerzbank Aktiengesellschaft
Germany
$942K +$282K +13,361 +43%
PP
109
Paloma Partners
Connecticut
$920K -$548K -25,989 -37%
Allianz Asset Management
110
Allianz Asset Management
Germany
$918K -$418K -19,827 -31%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$843K -$5.8M -274,896 -87%
AQR Capital Management
112
AQR Capital Management
Connecticut
$825K -$363K -17,212 -31%
Wolverine Trading
113
Wolverine Trading
Illinois
$793K +$66.4K +3,150 +9%
MIM
114
MetLife Investment Management
New Jersey
$781K +$780K +37,001 New
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$751K +$750K +35,555 New
VOYA Investment Management
116
VOYA Investment Management
Georgia
$741K – – –
AAMU
117
Amundi Asset Management US
Massachusetts
$689K +$688K +32,614 New
USAA
118
United Services Automobile Association
Texas
$678K +$677K +32,090 New
FWIA
119
Fort Washington Investment Advisors
Ohio
$647K +$252K +11,943 +64%
Verition Fund Management
120
Verition Fund Management
Connecticut
$643K -$276K -13,102 -30%
CM
121
Crestline Management
Texas
$616K -$1.73M -81,914 -74%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$612K +$143K +6,771 +31%
LNWWM
123
Laird Norton Wetherby Wealth Management
California
$608K -$370K -17,536 -38%
NIMI
124
Natixis Investment Managers International
France
$608K +$607K +28,781 New
SSA
125
Schonfeld Strategic Advisors
New York
$586K -$4.3M -204,010 -88%
3 4
5
6 7

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.