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BOX

207 hedge funds and large institutions have $2.05B invested in Box in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $1.65B → $2.05B (+$400M)

14% more funds holding

Funds holding: 181 → 207 (+26)

0.47% less ownership

Funds ownership: 80.76% → 80.29% (-0.47%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

39% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $25.4M

Holders
207
Holders Change
+26
Holders Change %
+14.36%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
53
Increased
65
Reduced
68
Closed
24
Calls
$15.6M
Puts
$25.4M
Net Calls
-$9.86M
Net Calls Change
-$12.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$133M
2
SI
SQN Investors
California
+$29.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
5
MCMC
Matrix Capital Management Company
New Hampshire
+$21.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Wells Fargo
Wells Fargo
California
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
201
CenterStar Asset Management
Illinois
$7K – – –
EWM
202
Edge Wealth Management
New York
$6K +$6.33K +300 New
GSC
203
G&S Capital
Colorado
$6K +$6.33K +300 New
LWM
204
Lenox Wealth Management
Ohio
$5K +$422 +20 +10%
SSB
205
Sandy Spring Bank
Maryland
$4K – – –
TWA
206
TCI Wealth Advisors
Arizona
$4K – – –
GRP
207
Global Retirement Partners
California
$3K – – –
Walleye Trading
208
Walleye Trading
New York
$329 -$505K -23,962 -61%
Norges Bank
209
Norges Bank
Norway
– -$14.5M -750,000 Closed
NFA
210
Nationwide Fund Advisors
Ohio
– -$8.84M -457,706 Closed
LCM
211
Lucha Capital Management
California
– -$7.23M -374,200 Closed
Los Angeles Capital Management
212
Los Angeles Capital Management
California
– -$2.46M -127,515 Closed
OAC
213
OMERS Administration Corp
Ontario, Canada
– -$2.02M -104,700 Closed
CCMH
214
Cornerstone Capital Management Holdings
New York
– -$1.47M -76,300 Closed
ARTA
215
A.R.T. Advisors
New York
– -$1.07M -55,693 Closed
OAM
216
Oxford Asset Management
United Kingdom
– -$962K -50,294 Closed
Creative Planning
217
Creative Planning
Kansas
– -$790K -40,880 Closed
AL
218
Aspiriant LLC
California
– -$673K -34,822 Closed
GCP
219
GSA Capital Partners
United Kingdom
– -$462K -23,913 Closed
CPIM
220
Columbia Partners Investment Management
Virginia
– -$360K -18,672 Closed
SIP
221
Stoneridge Investment Partners
Pennsylvania
– -$345K -17,840 Closed
TSS
222
Two Sigma Securities
New York
– -$267K -13,836 Closed
BCM
223
BlueCrest Capital Management
Jersey
– -$266K -13,767 Closed
BP
224
Ballentine Partners
Massachusetts
– -$261K -13,500 Closed
APP
225
Avantax Planning Partners
Iowa
– -$257K -13,315 Closed
6 7 8
9
10

BOX Hedge Fund Activity: Q4 2017 in Review

207 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2017, worth a combined $2.05B — up 24% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 24 closed out — a net gain of 29 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Artisan Partners, adding an estimated $133M. The largest seller was Norges Bank, exiting entirely with an estimated $14.5M sold.

  • 207 institutional investors held Box (BOX) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $2.05B of Box stock for Q4 2017, up 24% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest Box buyer in Q4 2017 was Artisan Partners, an estimated $133M added.
  • The largest Box seller in Q4 2017 was Norges Bank, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.