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Box
BOX

Overview Fund Activity

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 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+17
Holders Change %
+5.94%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
64
Increased
90
Reduced
105
Closed
44
Calls
$236M
Puts
$74.3M
Net Calls
+$162M
Net Calls Change
+$155M

Top Buyers

1
SV
Starboard Value
New York
$293M
2
SM
Sunriver Management
Connecticut
$46.7M
3
SBH
Segall Bryant & Hamill
Illinois
$29.2M
4
Citadel Advisors
Citadel Advisors
Florida
$41.1M
5
CAM
Contour Asset Management
New York
$28.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.71M
2
Goldman Sachs
Goldman Sachs
New York
$12.8M
3
RIM
Ranger Investment Management
Texas
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$10.6M
5
First Trust Advisors
First Trust Advisors
Illinois
$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
176
HRT Financial
New York
$639K +$639K +27,872 New
William Blair & Company
177
William Blair & Company
Illinois
$635K +$330K +14,350 +108%
MCC
178
Malaga Cove Capital
California
$632K +$4.64K +200 +0.7%
GAA
179
Green Alpha Advisors
Colorado
$628K +$219K +9,549 +54%
DT
180
Diversified Trust
Tennessee
$615K -$121K -5,253 -16%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$610K – – –
AAM
182
Arabesque Asset Management
United Kingdom
$609K +$609K +26,522 New
HFS
183
Hantz Financial Services
Michigan
$590K +$590K +25,703 New
BFM
184
Boothbay Fund Management
New York
$581K +$581K +25,300 New
EWM
185
Empirical Wealth Management
Washington
$576K -$19.4K -846 -3%
LPL Financial
186
LPL Financial
California
$570K +$78.1K +3,402 +16%
WG
187
Winton Group
United Kingdom
$568K -$456K -19,868 -45%
Victory Capital Management
188
Victory Capital Management
Texas
$556K -$17.3K -754 -3%
SGAM
189
Smith Group Asset Management
Texas
$556K – – –
PFO
190
Pathstone Family Office
New Jersey
$548K +$548K +23,852 New
Wolverine Trading
191
Wolverine Trading
Illinois
$547K +$547K +23,736 New
TC
192
Truvestments Capital
Florida
$521K +$107K +4,675 +26%
BCA
193
Bay Colony Advisors
Massachusetts
$513K +$513K +22,345 New
HighTower Advisors
194
HighTower Advisors
Illinois
$498K +$25.3K +1,100 +5%
AB
195
Amalgamated Bank
New York
$469K -$38.7K -1,683 -8%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$460K – – –
BWA
197
BDO Wealth Advisors
Florida
$459K +$459K +20,000 New
GC
198
Garde Capital
Washington
$448K +$2.16K +94 +0.5%
MIM
199
Merrion Investment Management
New Jersey
$447K +$135K +5,900 +43%
GT
200
Glenmede Trust
Pennsylvania
$426K -$845K -36,817 -66%
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