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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
+$31.4M
2
Fidelity International
Fidelity International
Bermuda
+$28.6M
3
SI
SQN Investors
California
+$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.5M
5
PCM
Portolan Capital Management
Massachusetts
+$17M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$43.4M
2
AAM
AO Asset Management
New York
-$25.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$19M
4
Millennium Management
Millennium Management
New York
-$16.3M
5
HCS
Harvest Capital Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$214K -$3.62K -215 -2%
Principal Financial Group
177
Principal Financial Group
Iowa
$211K -$101K -6,009 -32%
SAM
178
Shell Asset Management
Netherlands
$209K -$18.6K -1,100 -8%
GC
179
Guggenheim Capital
Illinois
$207K -$446K -26,358 -68%
RHBC
180
R.H. Bluestein & Co
Michigan
$203K -$4.23K -250 -2%
AG
181
Aperio Group
California
$197K +$21.5K +1,276 +12%
Creative Planning
182
Creative Planning
Kansas
$196K -$128K -7,584 -39%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$192K – – –
LWM
184
Lyell Wealth Management
California
$177K +$177K +10,480 New
CPC
185
Congress Park Capital
New York
$176K -$617K -36,650 -78%
AIP
186
Ameritas Investment Partners
Nebraska
$167K – – –
CG
187
Cutler Group
California
$163K -$654K -38,937 -80%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$150K +$43.5K +2,569 +41%
SOAMC
189
Spirit of America Management Corp
New York
$122K +$50.8K +3,000 +71%
GWM
190
Geneos Wealth Management
Colorado
$118K -$4.2K -250 -3%
BOPW
191
Brandywine Oak Private Wealth
Pennsylvania
$103K +$103K +5,991 New
APA
192
American Portfolios Advisors
New York
$101K +$844 +50 +0.8%
PA
193
Parallel Advisors
California
$100K -$98.2K -5,840 -50%
SWM
194
SeaCrest Wealth Management
New York
$88K -$55K -3,246 -38%
ASN
195
Advisory Services Network
Georgia
$85K +$39.6K +2,350 +87%
US Bancorp
196
US Bancorp
Minnesota
$80K -$102K -6,059 -56%
RFC
197
Regions Financial Corp
Alabama
$77K +$6.79K +405 +10%
TAM
198
Tiverton Asset Management
Delaware
$75K +$75K +4,467 New
SIA
199
SeaBridge Investment Advisors
New Jersey
$68K +$34K +2,000 +100%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$63K +$8.4K +500 +15%
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