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Box
BOX

Overview Fund Activity

270 hedge funds and large institutions have $1.88B invested in Box in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+13
Holders Change %
+5.06%
% of All Funds
5.85%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
46
Increased
103
Reduced
69
Closed
31
Calls
$25.7M
Puts
$46.2M
Net Calls
-$20.6M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$75.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$312M
3
RC
RGM Capital
Florida
$26.6M
4
LCG
Luxor Capital Group
New York
$26.5M
5
WIM
Weitz Investment Management
Nebraska
$20.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
PCM
Portolan Capital Management
Massachusetts
$11.1M
3
BCM
Bares Capital Management
Texas
$164M
4
Two Sigma Investments
Two Sigma Investments
New York
$21.9M
5
CC
Crosslink Capital
California
$8.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
STALEY CAPITAL ADVISERS
Pennsylvania
$270K – – –
ProShare Advisors
177
ProShare Advisors
Maryland
$265K +$13.5K +700 +5%
Prudential Financial
178
Prudential Financial
New Jersey
$259K +$13.3K +689 +5%
Principal Financial Group
179
Principal Financial Group
Iowa
$245K +$3.8K +197 +2%
PRC
180
Pearl River Capital
Michigan
$244K +$219K +11,316 +870%
SAM
181
Shell Asset Management
Netherlands
$239K – – –
CPC
182
Congress Park Capital
New York
$234K +$31.9K +1,650 +16%
RHBC
183
R.H. Bluestein & Co
Michigan
$232K – – –
BC
184
Brinker Capital
Pennsylvania
$229K +$229K +11,849 New
CPP
185
Crow Point Partners
Massachusetts
$223K -$83K -4,304 -27%
CWM
186
Cornerstone Wealth Management
Missouri
$223K +$223K +2,673 New
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$219K – – –
AG
188
Aperio Group
California
$216K -$9.45K -490 -4%
GC
189
Guggenheim Capital
Illinois
$215K -$21.2K -1,097 -9%
SFA
190
Sequoia Financial Advisors
Ohio
$202K +$202K +10,440 New
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$202K +$202K +10,454 New
AIP
192
Ameritas Investment Partners
Nebraska
$198K +$6.96K +360 +4%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$151K -$19.7K -1,025 -12%
SOAMC
194
Spirit of America Management Corp
New York
$139K – – –
RFC
195
Regions Financial Corp
Alabama
$129K +$40.6K +2,110 +46%
BAM
196
Belpointe Asset Management
Nevada
$104K +$104K +5,400 New
SWM
197
SeaCrest Wealth Management
New York
$93K -$6.72K -350 -7%
TAM
198
Tiverton Asset Management
Delaware
$90K +$3.28K +169 +4%
SIA
199
SeaBridge Investment Advisors
New Jersey
$77K – – –
BFEC
200
Benjamin F. Edwards & Company
Missouri
$72K – – –
6 7
8
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