BOX icon

Box
BOX

Overview Fund Activity

185 hedge funds and large institutions have $1.42B invested in Box in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 87 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+30
Holders Change %
+19.35%
% of All Funds
4.62%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.3%
New
54
Increased
87
Reduced
27
Closed
24
Calls
$11M
Puts
$11.6M
Net Calls
-$625K
Net Calls Change
-$1.02M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$146M
2
Wells Fargo
Wells Fargo
California
$63.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$48.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
$32.4M
5
BlackRock
BlackRock
New York
$90.4M

Top Sellers

1
MWNA
Marshall Wace North America
New York
$2.49M
2
SV
Sapphire Ventures
Texas
$0
3
LSCM
Light Street Capital Management
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$7.66M
5
CCM
Cadian Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$439K -$415K -22,815 -49%
American Century Companies
127
American Century Companies
Missouri
$420K +$420K +23,019 New
LWM
128
Lyell Wealth Management
California
$412K -$182K -10,000 -31%
CD
129
Carl Domino
Florida
$401K – – –
M&T Bank
130
M&T Bank
New York
$373K – – –
Stifel Financial
131
Stifel Financial
Missouri
$362K +$116K +6,413 +47%
Legal & General Group
132
Legal & General Group
United Kingdom
$362K +$147K +8,007 +68%
W
133
Wealthfront
California
$342K +$342K +18,766 New
EMG
134
Ellington Management Group
Connecticut
$341K +$78.4K +4,300 +30%
CPIM
135
Columbia Partners Investment Management
Virginia
$340K +$340K +18,672 New
CA
136
Commerzbank Aktiengesellschaft
Germany
$308K -$159K -8,705 -34%
HighTower Advisors
137
HighTower Advisors
Illinois
$301K +$301K +16,437 New
Verition Fund Management
138
Verition Fund Management
Connecticut
$288K +$288K +15,785 New
FWIA
139
Fort Washington Investment Advisors
Ohio
$280K +$280K +15,329 New
BP
140
Ballentine Partners
Massachusetts
$269K +$269K +13,500 New
GC
141
Guggenheim Capital
Illinois
$257K +$257K +14,181 New
SCA
142
STALEY CAPITAL ADVISERS
Pennsylvania
$255K – – –
APP
143
Avantax Planning Partners
Iowa
$243K – – –
California Public Employees Retirement System
144
California Public Employees Retirement System
California
$239K +$239K +13,100 New
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$236K -$32.7K -1,798 -12%
Group One Trading
146
Group One Trading
Illinois
$228K -$286K -15,665 -56%
FAM
147
Fortaleza Asset Management
Illinois
$212K +$98.1K +5,375 +86%
RJA
148
Raymond James & Associates
Florida
$206K -$9.63K -528 -4%
Principal Financial Group
149
Principal Financial Group
Iowa
$199K +$199K +10,927 New
UBS AM
150
UBS AM
Illinois
$193K -$185K -10,153 -49%
4 5
6
7 8