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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
$159M
2
Fidelity International
Fidelity International
Bermuda
$28.6M
3
SI
SQN Investors
California
$66.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$31.1M
5
PCM
Portolan Capital Management
Massachusetts
$25.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$66.4M
2
AAM
AO Asset Management
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$26.7M
4
Millennium Management
Millennium Management
New York
$20.2M
5
HCS
Harvest Capital Strategies
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
151
CIM Investment Management
Pennsylvania
$366K – – –
XK
152
Xact Kapitalforvaltning
Sweden
$360K +$35.4K +2,100 +11%
USAA
153
United Services Automobile Association
Texas
$352K – – –
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$349K -$57.2K -3,380 -14%
Brown Advisory
155
Brown Advisory
Maryland
$345K -$1.08M -64,162 -76%
AG
156
Advisor Group
Arizona
$340K -$138K -8,157 -29%
M&T Bank
157
M&T Bank
New York
$321K – – –
AB
158
Amalgamated Bank
New York
$306K +$306K +18,111 New
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$302K +$56K +3,323 +23%
UCFA
160
United Capital Financial Advisors
Texas
$296K +$4.13K +245 +1%
BRWM
161
B. Riley Wealth Management
Tennessee
$293K +$141K +8,385 +93%
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$291K -$277K -16,396 -49%
FWM
163
Frontier Wealth Management
Missouri
$287K +$287K +16,990 New
WCP
164
Welch Capital Partners
New York
$285K – – –
CC
165
Cornerstone Capital
California
$273K -$1.02M -60,695 -79%
CPP
166
Crow Point Partners
Massachusetts
$268K – – –
JT
167
Jump Trading
Illinois
$267K +$267K +15,825 New
CWM
168
Cahaba Wealth Management
Georgia
$252K – – –
Canada Life
169
Canada Life
Manitoba, Canada
$248K +$59K +3,631 +31%
OC
170
Oppenheimer & Co
New York
$240K -$253K -14,981 -51%
SCA
171
STALEY CAPITAL ADVISERS
Pennsylvania
$236K – – –
FRM
172
Fox Run Management
Connecticut
$236K +$56K +3,315 +31%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$224K +$88.4K +5,234 +65%
ProShare Advisors
174
ProShare Advisors
Maryland
$220K -$35.4K -2,092 -14%
Truist Financial
175
Truist Financial
North Carolina
$220K +$220K +12,998 New
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