Box
BOX
303 hedge funds and large institutions have $3.08B invested in Box in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 90 increasing their positions, 105 reducing their positions, and 46 closing their positions.
218% more call options, than puts
Call options by funds: $236M | Put options by funds: $74.3M
39% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 46
32% more capital invested
Capital invested by funds: $2.32B → $3.08B (+$751M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
5% more funds holding
Funds holding: 288 → 303 (+15)
2.53% more ownership
Funds ownership: 81.36% → 83.89% (+2.5%)
14% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$34.5M |
| 2 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$25.3M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$24.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$24.8M |
| 5 |
CAM
Contour Asset Management
New York
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$43.8M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$31.7M |
| 3 |
Goldman Sachs
New York
|
-$28.2M |
| 4 |
Renaissance Technologies
New York
|
-$25M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$21.4M |
BOX Hedge Fund Activity: Q1 2021 in Review
303 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2021, worth a combined $3.08B — up 32% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new BOX positions and 46 closed out — a net gain of 18 holders — while 90 added to existing stakes and 105 trimmed.
The largest buyer was Starboard Value, adding an estimated $34.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $43.8M.
- 303 institutional investors held Box (BOX) as of Q1 2021, up from 288 in Q4 2020.
- Funds reported $3.08B of Box stock for Q1 2021, up 32% quarter-over-quarter.
- 64 funds opened new Box positions in Q1 2021 and 46 closed out, a net change of +18 holders.
- The largest Box buyer in Q1 2021 was Starboard Value, an estimated $34.5M added.
- The largest Box seller in Q1 2021 was Massachusetts Financial Services, an estimated $43.8M sold.
Based on aggregated 13F filings for Q1 2021.