Box
274 hedge funds and large institutions have $2.98B invested in Box in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 42 closing their positions.
35% more call options, than puts
Call options by funds: $83.4M | Put options by funds: $61.9M
10% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 87
3.72% more ownership
Funds ownership: 79.49% → 83.2% (+3.7%)
7% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 42
2% less funds holding
Funds holding: 280 → 274 (-6)
10% less capital invested
Capital invested by funds: $3.3B → $2.98B (-$321M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$45.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.1M |
| 3 |
Goldman Sachs
New York
|
+$21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$15.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$47.2M |
| 2 |
Two Sigma Investments
New York
|
-$42.2M |
| 3 |
Squarepoint
New York
|
-$23.1M |
| 4 |
CCM
CAAS Capital Management
New York
|
-$22.9M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$22.1M |
BOX Hedge Fund Activity: Q3 2021 in Review
274 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2021, worth a combined $2.98B — down 9.7% from $3.3B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of BOX and 39 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 96 added.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $45.9M. The largest seller was JP Morgan Chase, cutting an estimated $47.2M.
- 274 institutional investors held Box (BOX) as of Q3 2021, down from 280 in Q2 2021.
- Funds reported $2.98B of Box stock for Q3 2021, down 9.7% quarter-over-quarter.
- 39 funds opened new Box positions in Q3 2021 and 42 closed out, a net change of -3 holders.
- The largest Box buyer in Q3 2021 was EARNEST Partners, an estimated $45.9M added.
- The largest Box seller in Q3 2021 was JP Morgan Chase, an estimated $47.2M sold.
Based on aggregated 13F filings for Q3 2021.