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Box
BOX

Overview Fund Activity

257 hedge funds and large institutions have $1.61B invested in Box in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-19
Holders Change %
-6.88%
% of All Funds
5.74%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
39
Increased
84
Reduced
94
Closed
55
Calls
$26.5M
Puts
$31.8M
Net Calls
-$5.23M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
Bares Capital Management
Texas
+$31.4M
2
Fidelity International
Fidelity International
Bermuda
+$28.6M
3
SI
SQN Investors
California
+$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.5M
5
PCM
Portolan Capital Management
Massachusetts
+$17M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$43.4M
2
AAM
AO Asset Management
New York
-$25.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$19M
4
Millennium Management
Millennium Management
New York
-$16.3M
5
HCS
Harvest Capital Strategies
California
-$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
201
Victory Capital Management
Texas
$61K -$11.6K -683 -16%
WIM
202
Westside Investment Management
California
$57.9K +$10.5K +600 +22%
LPC
203
Loeb Partners Corp
New York
$53K +$53K +3,100 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$49K -$2.9M -168,522 -98%
CCMW
205
Cypress Capital Management (Wyoming)
Wyoming
$39K -$56.7K -3,400 -59%
WTC
206
WhitTier Trust Company
Nevada
$36K – – –
EWM
207
Edge Wealth Management
New York
$30K -$62.7K -3,675 -68%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$29.5K +$29.5K +1,750 New
LF
209
Lee Financial
Texas
$26K -$5.83K -344 -18%
PRC
210
Pearl River Capital
Michigan
$22K +$22K +1,300 New
FHA
211
Flagship Harbor Advisors
Massachusetts
$21K – – –
GHCM
212
Glen Harbor Capital Management
California
$21K +$21K +1,224 New
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21K – – –
CFD
214
Creative Financial Designs
Indiana
$18K +$7.64K +450 +74%
HCM
215
Hilton Capital Management
New York
$17K – – –
OIA
216
Optimum Investment Advisors
Illinois
$17K – – –
LWM
217
Lenox Wealth Management
Ohio
$17K – – –
FCB
218
First Command Bank
Texas
$17K – – –
FCFS
219
First Command Financial Services
Texas
$17K – – –
CT
220
Clearstead Trust
Maine
$17K +$17K +1,000 New
MCIM
221
Meadow Creek Investment Management
Georgia
$17K +$17K +1,008 New
TRCT
222
Tower Research Capital (TRC)
New York
$16K +$16K +942 New
SIAG
223
Signet Investment Advisory Group
Rhode Island
$16K +$16K +1,000 New
HNB
224
Huntington National Bank
Ohio
$14K – – –
EP
225
Elkfork Partners
Oregon
$13K +$13K +792 New
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9
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