Box
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.
49% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 69
48% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 31
16% more capital invested
Capital invested by funds: $1.61B → $1.88B (+$264M)
5% more funds holding
Funds holding: 257 → 270 (+13)
0.84% more ownership
Funds ownership: 66.7% → 67.54% (+0.84%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
44% less call options, than puts
Call options by funds: $25.7M | Put options by funds: $46.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.8M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$28.5M |
| 4 |
LCG
Luxor Capital Group
New York
|
+$28.4M |
| 5 |
WIM
Weitz Investment Management
Omaha,
Nebraska
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$66.4M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$19.4M |
| 3 |
BCM
Bares Capital Management
Austin,
Texas
|
-$18.8M |
| 4 |
Two Sigma Investments
New York
|
-$13M |
| 5 |
CC
Crosslink Capital
Menlo Park,
California
|
-$12.7M |
BOX Hedge Fund Activity: Q1 2019 in Review
270 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2019, worth a combined $1.88B — up 16% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new BOX positions and 31 closed out — a net gain of 15 holders — while 103 added to existing stakes and 69 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.7M. The largest seller was Artisan Partners, exiting entirely with an estimated $66.4M sold.
- 270 institutional investors held Box (BOX) as of Q1 2019, up from 257 in Q4 2018.
- Funds reported $1.88B of Box stock for Q1 2019, up 16% quarter-over-quarter.
- 46 funds opened new Box positions in Q1 2019 and 31 closed out, a net change of +15 holders.
- The largest Box buyer in Q1 2019 was Fidelity Investments, an estimated $42.7M added.
- The largest Box seller in Q1 2019 was Artisan Partners, an estimated $66.4M sold.
Based on aggregated 13F filings for Q1 2019.