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Box
BOX

Overview Fund Activity

339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$725M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M
3
State Street
3
State Street
Massachusetts
$162M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$40.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.6M
3
FCM
3
Freshford Capital Management
New York
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
126
EFG Asset Management
Oregon
$1.7M 60,194 +3,396 +6%
Hudson Bay Capital Management
127
Hudson Bay Capital Management
Connecticut
$1.7M 60,000 +60,000 New
New York State Common Retirement Fund
128
New York State Common Retirement Fund
New York
$1.67M 58,938 -41 -0.1%
American Century Companies
129
American Century Companies
Missouri
$1.67M 58,918 -2,832 -5%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$1.63M 57,712 -12,902 -18%
UOC
131
UBS O'Connor
Illinois
$1.56M 55,000 +55,000 New
LTAS
132
Linden Thomas Advisory Services
North Carolina
$1.49M 52,659 +601 +1%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$1.44M 50,914 +41,769 +457%
AG
134
Algert Global
California
$1.41M 49,877 +29,100 +140%
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$1.36M 51,741 +51,741 New
TAM
136
Tealwood Asset Management
Minnesota
$1.35M 47,763 -730 -2%
Allianz Asset Management
137
Allianz Asset Management
Germany
$1.34M 47,400 +47,400 New
Capstone Investment Advisors
138
Capstone Investment Advisors
New York
$1.31M 46,191 +264 +0.6%
AB
139
Amalgamated Bank
New York
$1.28M 45,334 +25,137 +124%
New York State Teachers Retirement System (NYSTRS)
140
New York State Teachers Retirement System (NYSTRS)
New York
$1.28M 45,302 +45,302 New
OAM
141
Oppenheimer Asset Management
New York
$1.28M 45,257 -11,601 -20%
US Bancorp
142
US Bancorp
Minnesota
$1.27M 44,729 +16,737 +60%
Bessemer Group
143
Bessemer Group
New Jersey
$1.17M 41,282 -3,750 -8%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.15M 43,110 +2,850 +7%
ASRS
145
Arizona State Retirement System
Arizona
$1.12M 39,462 -805 -2%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$1.11M 39,060 +6,988 +22%
AQR Capital Management
147
AQR Capital Management
Connecticut
$1.1M 38,924 -53,030 -58%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$1.1M 38,700 +38,700 New
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$1.09M 38,613 +38,613 New
EWM
150
Empirical Wealth Management
Washington
$1.08M 38,243 +370 +1%
4 5
6
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