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Box
BOX

Overview Fund Activity

258 hedge funds and large institutions have $1.88B invested in Box in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
94
Reduced
66
Closed
48
Calls
$29.9M
Puts
$35.4M
Net Calls
-$5.51M
Net Calls Change
+$15M

Top Buyers

1
DCM
Dorsal Capital Management
California
$44M
2
Bank of America
Bank of America
North Carolina
$58.3M
3
UBS Group
UBS Group
Switzerland
$32M
4
First Trust Advisors
First Trust Advisors
Illinois
$115M
5
RC
RGM Capital
Florida
$47M

Top Sellers

1
SI
SQN Investors
California
$0
2
LCG
Luxor Capital Group
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$3.05M
4
HI
HBK Investments
Texas
$326K
5
Invesco
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$206K -$315K -17,889 -60%
CPP
177
Crow Point Partners
Massachusetts
$204K – – –
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$200K – – –
Creative Planning
179
Creative Planning
Kansas
$195K -$97.1K -5,508 -33%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$190K +$5.78K +328 +3%
SFA
181
Sequoia Financial Advisors
Ohio
$184K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$182K +$182K +10,383 New
JG
183
Jefferies Group
New York
$176K +$176K +10,000 New
SO
184
STRS Ohio
Ohio
$156K -$824K -47,000 -84%
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$153K +$153K +8,746 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$138K – – –
CG
187
Cutler Group
California
$134K +$70.7K +4,029 +112%
PCM
188
Pentwater Capital Management
Florida
$132K -$132K -7,500 -50%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$128K +$128K +7,273 New
SOAMC
190
Spirit of America Management Corp
New York
$127K – – –
NIT
191
NumerixS Investment Technologies
British Columbia, Canada
$109K -$549K -31,200 -83%
SLF
192
Sun Life Financial
Ontario, Canada
$94K +$94K +5,322 New
PA
193
Parallel Advisors
California
$91K +$38.9K +2,200 +75%
TAM
194
Tiverton Asset Management
Delaware
$82K – – –
SIA
195
SeaBridge Investment Advisors
New Jersey
$70K – – –
BFEC
196
Benjamin F. Edwards & Company
Missouri
$66K – – –
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$66K +$66K +3,743 New
KCPG
198
Kavar Capital Partners Group
Kansas
$61K +$61K +3,450 New
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$58K +$58K +3,302 New
Parallax Volatility Advisers
200
Parallax Volatility Advisers
California
$52K +$4.37K +249 +9%
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