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320 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, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% 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
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
176
Principal Financial Group
Iowa
$721K +$28.1K +1,067 +4%
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$679K +$615K +23,364 New
Natixis Advisors
178
Natixis Advisors
Massachusetts
$655K +$209K +7,953 +55%
TC
179
Truvestments Capital
Florida
$654K -$35.8K -1,361 -6%
VI
180
Versor Investments
New York
$651K +$179K +6,799 +44%
AB
181
Amalgamated Bank
New York
$648K -$63.5K -2,415 -10%
AF
182
Amalgamated Financial
New York
$648K +$587K +22,312 New
FC
183
FORA Capital
Florida
$643K +$581K +22,067 New
Axa
184
Axa
France
$634K
PWM
185
Perigon Wealth Management
California
$625K -$138K -5,259 -20%
ASN
186
Advisory Services Network
Georgia
$606K +$549K +20,862 New
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$603K
Victory Capital Management
188
Victory Capital Management
Texas
$597K -$32K -1,217 -6%
BWA
189
BDO Wealth Advisors
Florida
$581K
GC
190
Garde Capital
Washington
$579K -$2.79K -106 -0.5%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$577K -$5.03K -191 -1%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$570K +$107K +4,057 +26%
MIM
193
Merrion Investment Management
New Jersey
$557K
KAS
194
Kestra Advisory Services
Texas
$549K -$1.89K -72 -0.4%
JM
195
Jeneq Management
New York
$549K +$497K +18,900 New
Wolverine Trading
196
Wolverine Trading
Illinois
$548K +$153K +5,826 +45%
GT
197
Glenmede Trust
Pennsylvania
$539K
SW
198
SteelPeak Wealth
California
$512K +$464K +17,624 New
PRC
199
Pearl River Capital
Michigan
$510K +$243K +9,226 +111%
CGH
200
Crossmark Global Holdings
Texas
$500K +$50.5K +1,920 +13%

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.