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Box
BOX

207 hedge funds and large institutions have $2.05B invested in Box in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $1.65B → $2.05B (+$400M)

14% more funds holding

Funds holding: 181 → 207 (+26)

0.47% less ownership

Funds ownership: 80.76% → 80.29% (-0.47%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

39% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $25.4M

Holders
207
Holders Change
+26
Holders Change %
+14.36%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
53
Increased
65
Reduced
68
Closed
24
Calls
$15.6M
Puts
$25.4M
Net Calls
-$9.86M
Net Calls Change
-$12.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$133M
2
SI
SQN Investors
California
+$29.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
5
MCMC
Matrix Capital Management Company
New Hampshire
+$21.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Wells Fargo
Wells Fargo
California
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$279K -$4.94M -234,060 -95%
RJA
152
Raymond James & Associates
Florida
$273K -$43.1K -2,045 -14%
Parallax Volatility Advisers
153
Parallax Volatility Advisers
California
$273K +$39.4K +1,866 +17%
RHBC
154
R.H. Bluestein & Co
Michigan
$264K +$52.7K +2,500 +25%
LWM
155
Lyell Wealth Management
California
$257K – – –
ProShare Advisors
156
ProShare Advisors
Maryland
$254K +$254K +12,020 New
LCM
157
Laurion Capital Management
New York
$249K -$283K -13,400 -53%
W
158
Wealthfront
California
$249K -$94K -4,455 -27%
FAM
159
Fortaleza Asset Management
Illinois
$245K – – –
Canada Life
160
Canada Life
Manitoba, Canada
$245K +$103K +4,896 +73%
TEE
161
Tibra Equities Europe
United Kingdom
$245K +$245K +11,601 New
AB
162
Amalgamated Bank
New York
$233K +$15.5K +734 +7%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$228K +$227K +10,774 New
BDS
164
Banco de Sabadell
Florida
$228K +$228K +10,800 New
AG
165
Aperio Group
California
$227K +$226K +10,730 New
XK
166
Xact Kapitalforvaltning
Sweden
$227K +$227K +10,753 New
CSS
167
Cubist Systematic Strategies
Connecticut
$226K +$225K +10,680 New
WCP
168
Welch Capital Partners
New York
$226K +$226K +10,712 New
HighTower Advisors
169
HighTower Advisors
Illinois
$225K -$213K -10,102 -49%
DWT
170
Dorsey & Whitney Trust
South Dakota
$203K +$203K +9,627 New
Principal Financial Group
171
Principal Financial Group
Iowa
$203K +$203K +9,634 New
ASN
172
Advisory Services Network
Georgia
$184K – – –
QT
173
Quantbot Technologies
New York
$156K +$157K +7,428 New
AIP
174
Ameritas Investment Partners
Nebraska
$146K – – –
SWP
175
Stratos Wealth Partners
Ohio
$104K +$104K +4,942 New
5 6
7
8 9

BOX Hedge Fund Activity: Q4 2017 in Review

207 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2017, worth a combined $2.05B — up 24% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 24 closed out — a net gain of 29 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Artisan Partners, adding an estimated $133M. The largest seller was Norges Bank, exiting entirely with an estimated $14.5M sold.

  • 207 institutional investors held Box (BOX) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $2.05B of Box stock for Q4 2017, up 24% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest Box buyer in Q4 2017 was Artisan Partners, an estimated $133M added.
  • The largest Box seller in Q4 2017 was Norges Bank, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.