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Box
BOX

Overview Fund Activity

271 hedge funds and large institutions have $2.39B invested in Box in 2018 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 83 increasing their positions, 66 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+62
Holders Change %
+29.67%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
105
Increased
83
Reduced
66
Closed
43
Calls
$74.3M
Puts
$83.5M
Net Calls
-$9.17M
Net Calls Change
-$2.92M

Top Buyers

1
BlackRock
BlackRock
New York
+$74.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$55.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.7M
4
Morgan Stanley
Morgan Stanley
New York
+$29.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$24.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
2
Wells Fargo
Wells Fargo
California
-$57.1M
3
PHS
PFM Health Sciences
California
-$49.4M
4
DCM
Dorsal Capital Management
California
-$46.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$258K +$85.8K +3,437 +50%
GW
202
GW & Wade
Massachusetts
$258K +$258K +10,309 New
PFS
203
Prospera Financial Services
Texas
$250K +$250K +9,665 New
PGCM
204
Prescott Group Capital Management
Oklahoma
$250K +$250K +10,000 New
PA
205
Parallel Advisors
California
$247K +$218K +8,735 +756%
DTL
206
Dynamic Technology Lab
Singapore
$247K +$247K +9,904 New
SWM
207
SeaCrest Wealth Management
New York
$244K +$206K +8,243 +542%
IWM
208
IHT Wealth Management
Illinois
$243K +$243K +9,730 New
DWT
209
Dorsey & Whitney Trust
South Dakota
$241K +$241K +9,627 New
Creative Planning
210
Creative Planning
Kansas
$233K +$233K +9,305 New
FAAS
211
First Allied Advisory Services
California
$233K +$233K +9,490 New
EIM
212
Essex Investment Management
Massachusetts
$223K +$223K +8,935 New
Fiera Capital (Canada)
213
Fiera Capital (Canada)
Quebec, Canada
$219K +$219K +8,750 New
GT
214
Glenmede Trust
Pennsylvania
$215K -$1.47M -58,956 -87%
MHS
215
M Holdings Securities
Oregon
$212K +$212K +8,500 New
CIBC World Market
216
CIBC World Market
Ontario, Canada
$201K +$201K +8,050 New
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$200K +$200K +8,000 New
APA
218
American Portfolios Advisors
New York
$197K +$197K +7,900 New
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$192K +$192K +7,700 New
CPA
220
Clear Perspective Advisors
Illinois
$170K +$170K +6,800 New
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$148K – – –
CCMW
222
Cypress Capital Management (Wyoming)
Wyoming
$113K +$113K +4,540 New
SPIA
223
Steward Partners Investment Advisory
New York
$93K +$93K +3,710 New
Victory Capital Management
224
Victory Capital Management
Texas
$84K – – –
BFEC
225
Benjamin F. Edwards & Company
Missouri
$81K -$2.49K -100 -3%
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