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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
DWM
151
Dakota Wealth Management
Florida
$1.11M +$1.01M +38,383 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.1M -$298K -11,325 -23%
Amundi
153
Amundi
France
$1.09M
CCIA
154
Campbell & Co Investment Adviser
Maryland
$1.07M +$966K +36,713 New
PP
155
PDT Partners
New York
$1.04M +$396K +15,046 +72%
GCP
156
GSA Capital Partners
United Kingdom
$1.04M +$944K +35,884 New
Walleye Trading
157
Walleye Trading
New York
$1.04M -$473K -17,978 -34%
Vontobel Holding
158
Vontobel Holding
Switzerland
$977K -$358K -13,609 -29%
VA
159
Valmark Advisers
Ohio
$970K +$22.5K +856 +3%
Janus Henderson Group
160
Janus Henderson Group
United Kingdom
$934K -$368 -14 -0%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$903K +$54K +2,053 +7%
CIA
162
Capital Impact Advisors
Massachusetts
$892K +$199K +7,550 +33%
LSC
163
Lyon Street Capital
California
$887K +$803K +30,510 New
PFO
164
Pathstone Family Office
New Jersey
$865K -$2.24K -85 -0.3%
TSS
165
Two Sigma Securities
New York
$829K +$750K +28,518 New
CP
166
CenterBook Partners
Connecticut
$825K -$13K -496 -2%
EWM
167
Empirical Wealth Management
Washington
$815K
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$814K -$252K -9,583 -25%
AR
169
Advisory Research
Illinois
$814K +$737K +28,015 New
MCC
170
Malaga Cove Capital
California
$805K -$4.71K -179 -0.6%
Boston Partners
171
Boston Partners
Massachusetts
$780K +$20.5K +781 +3%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$766K
ProShare Advisors
173
ProShare Advisors
Maryland
$759K -$131K -4,993 -16%
AFA
174
Abacus FCF Advisors
Florida
$733K +$663K +25,218 New
KWM
175
Keebeck Wealth Management
Illinois
$727K

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.