We are live on ! Find out more

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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$2.95M +$947K +36,015 +55%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.92M -$361K -13,720 -12%
UBS Group
103
UBS Group
Switzerland
$2.82M -$2.16M -82,106 -46%
STA
104
Summit Trail Advisors
New York
$2.81M +$2.54M +96,557 New
WC
105
Weil Company
California
$2.76M -$367K -13,966 -13%
EAM
106
EFG Asset Management
Oregon
$2.63M -$21.2K -807 -0.9%
LIP
107
Liontrust Investment Partners
United Kingdom
$2.62M
Citadel Advisors
108
Citadel Advisors
Florida
$2.52M -$1.9M -72,133 -45%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$2.52M +$350K +13,296 +18%
CPC
110
Cookson Peirce & Co
Pennsylvania
$2.42M +$2.19M +83,397 New
WB
111
WesBanco Bank
West Virginia
$2.38M +$3.81K +145 +0.2%
JRP
112
Jasper Ridge Partners
California
$2.27M
HF
113
HRT Financial
New York
$2.26M +$1.61M +61,094 +368%
ACM
114
AlphaCrest Capital Management
New York
$2.24M -$1.51M -57,302 -43%
EGM
115
Engineers Gate Manager
New York
$2.17M +$761K +28,944 +63%
MIM
116
MetLife Investment Management
New Jersey
$2.16M +$696K +26,459 +55%
SFI
117
Susquehanna Fundamental Investments
Pennsylvania
$2.15M +$626K +23,805 +48%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$2.1M -$684K -25,983 -26%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$2.03M +$62.3K +2,368 +4%
EI
120
EAM Investors
California
$1.97M +$1.79M +67,854 New
AIG
121
American International Group
New York
$1.97M -$167K -6,363 -9%
Franklin Resources
122
Franklin Resources
California
$1.92M -$98.5K -3,745 -5%
AG
123
Algert Global
California
$1.91M +$620K +23,568 +56%
Jane Street
124
Jane Street
New York
$1.9M -$2.04M -77,672 -54%
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.87M -$176K -6,689 -9%

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.