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Box
BOX

Overview Fund Activity

271 hedge funds and large institutions have $2.39B invested in Box in 2018 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
105
Increased
83
Reduced
66
Closed
43
Calls
$74.3M
Puts
$83.5M
Net Calls
-$9.17M
Net Calls Change
-$2.92M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M
4
Morgan Stanley
Morgan Stanley
New York
+$29.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$24.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
2
Wells Fargo
Wells Fargo
California
-$57.1M
3
PHS
PFM Health Sciences
California
-$49.4M
4
DCM
Dorsal Capital Management
California
-$46.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$400K +$400K +16,026 New
CLCM
177
Crawford Lake Capital Management
New Jersey
$397K +$397K +15,904 New
GP
178
Geneva Partners
Wisconsin
$396K +$396K +15,840 New
CWM
179
Cahaba Wealth Management
Georgia
$390K -$81.2K -3,110 -17%
HT
180
HAP Trading
New York
$390K +$390K +15,589 New
CWM
181
Capital Wealth Management
Rhode Island
$383K – – –
DCM
182
Dupont Capital Management
Delaware
$375K – – –
Principal Financial Group
183
Principal Financial Group
Iowa
$361K +$361K +14,429 New
GAMA
184
Graticule Asia Macro Advisors
New York
$352K +$352K +14,100 New
SCA
185
STALEY CAPITAL ADVISERS
Pennsylvania
$350K – – –
UCFA
186
United Capital Financial Advisors
Texas
$348K +$348K +13,944 New
VF
187
Virtu Financial
New York
$342K +$342K +13,677 New
RHBC
188
R.H. Bluestein & Co
Michigan
$337K +$87.4K +3,500 +35%
Prudential Financial
189
Prudential Financial
New Jersey
$337K +$337K +13,500 New
SG Americas Securities
190
SG Americas Securities
New York
$333K +$198K +7,942 +147%
MC
191
Matisse Capital
Oregon
$330K +$330K +13,200 New
BRWA
192
B. Riley Wealth Advisors
Florida
$323K +$323K +12,915 New
MC
193
Marcus Capital
Illinois
$319K -$30K -1,200 -9%
CPP
194
Crow Point Partners
Massachusetts
$318K +$178K +7,140 +127%
US Bancorp
195
US Bancorp
Minnesota
$317K +$263K +10,535 +483%
SAM
196
Symphony Asset Management
California
$303K -$352K -14,370 -54%
IG
197
ING Group
Netherlands
$300K +$300K +12,000 New
Canada Life
198
Canada Life
Manitoba, Canada
$291K – – –
LFAS
199
Level Four Advisory Services
Texas
$279K +$279K +11,160 New
AG
200
Aperio Group
California
$269K +$23.5K +939 +10%
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