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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
Stifel Financial
126
Stifel Financial
Missouri
$1.85M -$81.3K -3,091 -5%
TAM
127
Tealwood Asset Management
Minnesota
$1.78M -$40.9K -1,553 -2%
RG
128
Renaissance Group
Kentucky
$1.78M +$95K +3,613 +6%
Barclays
129
Barclays
United Kingdom
$1.77M -$4.3M -163,320 -73%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$1.74M -$20.8K -792 -1%
OAM
131
Oppenheimer Asset Management
New York
$1.66M +$3.79K +144 +0.3%
VRS
132
Virginia Retirement Systems
Virginia
$1.61M -$460K -17,500 -24%
ECM
133
ExodusPoint Capital Management
New York
$1.54M +$800K +30,416 +135%
NIPH
134
NN Investment Partners Holdings
Netherlands
$1.53M -$34.2K -1,300 -2%
CG
135
Cutler Group
California
$1.36M -$47.2K -1,793 -4%
CIC
136
Cornercap Investment Counsel
Georgia
$1.36M +$1.66K +63 +0.1%
1CM
137
1492 Capital Management
Wisconsin
$1.35M -$13.7K -520 -1%
JCIA
138
Jackson Creek Investment Advisors
Colorado
$1.32M +$1.19M +45,376 New
MAM
139
Martingale Asset Management
Massachusetts
$1.3M +$1.18M +44,795 New
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.27M -$299K -11,350 -21%
Osaic Holdings
141
Osaic Holdings
Arizona
$1.22M +$57.4K +2,183 +6%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$1.21M -$34.4K -1,306 -3%
CM
143
Caption Management
Oklahoma
$1.2M +$1.09M +41,300 New
PA
144
Profund Advisors
Maryland
$1.2M -$354K -13,440 -25%
ASRS
145
Arizona State Retirement System
Arizona
$1.19M -$3.24K -123 -0.3%
GAA
146
Green Alpha Advisors
Colorado
$1.18M +$9.18K +349 +0.9%
GCM
147
Graham Capital Management
Connecticut
$1.16M +$834K +31,721 +391%
HighTower Advisors
148
HighTower Advisors
Illinois
$1.15M -$531K -20,186 -34%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$1.15M +$54.7K +2,080 +6%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$1.13M -$1.3M -49,347 -56%

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.