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Box
BOX

Overview Fund Activity

319 hedge funds and large institutions have $3.48B invested in Box in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
57
Increased
96
Reduced
118
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.2M
2
American Century Companies
2
American Century Companies
Missouri
$32.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$23.8M
4
BC
4
Burney Company
Virginia
$21.4M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$28.1M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$98.3M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$71M
3
BlackRock
3
BlackRock
New York
$347M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$106M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$721K +$31K +1,067 +4%
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$679K +$679K +23,364 New
Natixis Advisors
178
Natixis Advisors
Massachusetts
$655K +$231K +7,953 +55%
TC
179
Truvestments Capital
Florida
$654K -$39.6K -1,361 -6%
VI
180
Versor Investments
New York
$651K +$198K +6,799 +44%
AB
181
Amalgamated Bank
New York
$648K -$70.1K -2,415 -10%
AF
182
Amalgamated Financial
New York
$648K +$648K +22,312 New
FC
183
FORA Capital
Florida
$643K +$643K +22,067 New
Axa
184
Axa
France
$634K – – –
PWM
185
Perigon Wealth Management
California
$625K -$153K -5,259 -20%
ASN
186
Advisory Services Network
Georgia
$606K +$606K +20,862 New
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$603K – – –
Victory Capital Management
188
Victory Capital Management
Texas
$597K -$37.2K -1,217 -6%
BWA
189
BDO Wealth Advisors
Florida
$581K – – –
GC
190
Garde Capital
Washington
$579K -$3.08K -106 -0.5%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$577K -$5.55K -191 -1%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$570K +$118K +4,057 +26%
MIM
193
Merrion Investment Management
New Jersey
$557K – – –
KAS
194
Kestra Advisory Services
Texas
$549K -$2.09K -72 -0.4%
JM
195
Jeneq Management
New York
$549K +$549K +18,900 New
Wolverine Trading
196
Wolverine Trading
Illinois
$548K +$170K +5,826 +45%
GT
197
Glenmede Trust
Pennsylvania
$539K – – –
SW
198
SteelPeak Wealth
California
$512K +$512K +17,624 New
PRC
199
Pearl River Capital
Michigan
$510K +$268K +9,226 +111%
CGH
200
Crossmark Global Holdings
Texas
$500K +$55.8K +1,920 +13%
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