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Box
BOX

Overview Fund Activity

257 hedge funds and large institutions have $1.61B invested in Box in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-19
Holders Change %
-6.88%
% of All Funds
5.74%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
39
Increased
84
Reduced
94
Closed
55
Calls
$26.5M
Puts
$31.8M
Net Calls
-$5.23M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$31.4M
2
Fidelity International
Fidelity International
Bermuda
+$28.6M
3
SI
SQN Investors
California
+$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.5M
5
PCM
Portolan Capital Management
Massachusetts
+$17M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$43.4M
2
AAM
AO Asset Management
New York
-$25.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$19M
4
Millennium Management
Millennium Management
New York
-$16.3M
5
HCS
Harvest Capital Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
126
Aspiriant LLC
California
$704K +$151K +8,941 +27%
GI
127
Gradient Investments
Minnesota
$690K -$54.4K -3,224 -7%
SG Americas Securities
128
SG Americas Securities
New York
$686K -$152 -9 -0%
Allianz Asset Management
129
Allianz Asset Management
Germany
$676K -$80.9K -4,790 -11%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$644K -$47.6K -2,820 -7%
SO
131
STRS Ohio
Ohio
$631K – – –
XWM
132
Xcel Wealth Management
Florida
$630K +$630K +37,380 New
LPL Financial
133
LPL Financial
California
$628K -$260K -15,400 -29%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$611K -$474K -28,034 -44%
GC
135
Garde Capital
Washington
$601K -$52K -3,081 -8%
VF
136
Virtu Financial
New York
$579K +$125K +7,423 +28%
SG
137
StoneX Group
New York
$572K -$2.43K -144 -0.4%
WT
138
Whittier Trust
California
$559K – – –
CSS
139
Cubist Systematic Strategies
Connecticut
$474K +$197K +11,649 +71%
WCM
140
Washington Capital Management
Washington
$473K +$169K +10,000 +56%
Stifel Financial
141
Stifel Financial
Missouri
$465K -$74.5K -4,410 -14%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$456K -$218K -12,907 -32%
WCM
143
Weld Capital Management
New York
$418K +$418K +24,790 New
Natixis Advisors
144
Natixis Advisors
Massachusetts
$412K +$20K +1,183 +5%
SSA
145
Schonfeld Strategic Advisors
New York
$411K +$411K +24,400 New
TSS
146
Two Sigma Securities
New York
$385K +$36.5K +2,164 +10%
PP
147
Paloma Partners
Connecticut
$385K +$385K +22,832 New
BDS
148
Banco de Sabadell
Florida
$383K – – –
IA
149
IFP Advisors
Florida
$375K -$92.6K -5,478 -20%
WPP
150
Whalerock Point Partners
Rhode Island
$370K -$47.2K -2,795 -11%
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