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Box
BOX

Overview Fund Activity

209 hedge funds and large institutions have $2.2B invested in Box in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.8%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
40
Increased
80
Reduced
60
Closed
37
Calls
$36.6M
Puts
$42.9M
Net Calls
-$6.26M
Net Calls Change
+$3.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$32.9M
2
SI
SQN Investors
California
+$29.5M
3
PCM
Peregrine Capital Management
Minnesota
+$25.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$25.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.9M
2
MCMC
Matrix Capital Management Company
New Hampshire
-$21.1M
3
UOC
UBS O'Connor
Illinois
-$19.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$16.9M
5
PHS
PFM Health Sciences
California
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Edge Wealth Management
New York
$6K – – –
GSC
202
G&S Capital
Colorado
$6K – – –
APP
203
Avantax Planning Partners
Iowa
$6K +$6K +275 New
HLA
204
Hamilton Lane Advisors
Pennsylvania
$5K -$611 -28,177 -11%
LWM
205
Lenox Wealth Management
Ohio
$5K +$445 +22 +10%
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +250 New
TWA
207
TCI Wealth Advisors
Arizona
$4K – – –
SSB
208
Sandy Spring Bank
Maryland
$4K – – –
GRP
209
Global Retirement Partners
California
$3K – – –
GWM
210
Geneos Wealth Management
Colorado
$2K -$13K -650 -87%
MCMC
211
Matrix Capital Management Company
New Hampshire
– -$21.1M -1,000,000 Closed
WRCM
212
Whale Rock Capital Management
Massachusetts
– -$16.9M -798,418 Closed
CM
213
Castleark Management
Illinois
– -$9.96M -471,675 Closed
NCGI
214
Next Century Growth Investors
Minnesota
– -$7.34M -347,683 Closed
AAP
215
Ardsley Advisory Partners
Connecticut
– -$6.7M -317,000 Closed
GCP
216
Garelick Capital Partners
Massachusetts
– -$6.53M -309,327 Closed
QIM
217
Quantitative Investment Management
Virginia
– -$5.55M -262,700 Closed
EGM
218
Engineers Gate Manager
New York
– -$5.09M -240,872 Closed
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
– -$4.01M -189,635 Closed
AR
220
Advisory Research
Illinois
– -$3.41M -161,411 Closed
OCM
221
Osterweis Capital Management
California
– -$3.17M -150,065 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
– -$2.59M -122,618 Closed
HSBC Holdings
223
HSBC Holdings
United Kingdom
– -$2.02M -95,682 Closed
EIM
224
Essex Investment Management
Massachusetts
– -$1.52M -71,905 Closed
KJHP
225
K.J. Harrison & Partners
Ontario, Canada
– -$1.01M -48,000 Closed
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