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250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
XK
126
Xact Kapitalforvaltning
Sweden
$607K +$248K +14,800 +69%
OAM
127
Oxford Asset Management
United Kingdom
$592K +$592K +35,289 New
DA
128
DCF Advisers
Connecticut
$587K +$587K +35,000 New
GC
129
Garde Capital
Washington
$578K -$91.5K -5,455 -14%
Marshall Wace
130
Marshall Wace
United Kingdom
$572K +$572K +34,082 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$571K -$175K -10,428 -23%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$571K +$57.2K +3,409 +11%
SFS
133
Sowell Financial Services
Arkansas
$567K +$56.1K +3,343 +11%
OR
134
Olympiad Research
Connecticut
$545K +$545K +32,496 New
HighTower Advisors
135
HighTower Advisors
Illinois
$524K -$202K -12,039 -28%
VF
136
Virtu Financial
New York
$508K +$508K +30,289 New
FWM
137
Frontier Wealth Management
Missouri
$491K -$960K -57,230 -66%
Wolverine Trading
138
Wolverine Trading
Illinois
$484K -$47.1K -2,811 -9%
WCM
139
Washington Capital Management
Washington
$470K
SG
140
StoneX Group
New York
$458K -$203K -12,108 -31%
AB
141
Amalgamated Bank
New York
$438K +$11.1K +664 +3%
ACM
142
AlphaCrest Capital Management
New York
$431K -$371K -22,100 -46%
HT
143
HAP Trading
New York
$430K -$53.8K -3,205 -11%
Truist Financial
144
Truist Financial
North Carolina
$421K +$74.4K +4,436 +22%
OC
145
Oppenheimer & Co
New York
$420K +$94.8K +5,651 +29%
LPL Financial
146
LPL Financial
California
$412K -$32.9K -1,962 -7%
HF
147
HRT Financial
New York
$411K +$412K +24,549 New
Victory Capital Management
148
Victory Capital Management
Texas
$409K +$19.2K +1,142 +5%
FRM
149
Fox Run Management
Connecticut
$393K +$106K +6,319 +37%
Franklin Resources
150
Franklin Resources
California
$389K +$66.2K +3,950 +21%

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.