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Box
BOX

Overview Fund Activity

319 hedge funds and large institutions have $3.48B invested in Box in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+8
Holders Change %
+2.57%
% of All Funds
5.05%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
57
Increased
96
Reduced
118
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.2M
2
American Century Companies
2
American Century Companies
Missouri
$32.9M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$23.8M
4
BC
4
Burney Company
Virginia
$21.4M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$28.1M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$98.3M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$71M
3
BlackRock
3
BlackRock
New York
$347M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$106M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YC
201
Yarbrough Capital
Tennessee
$498K +$498K +17,146 New
Baird Financial Group
202
Baird Financial Group
Wisconsin
$482K -$13.8K -476 -3%
DCM
203
Dupont Capital Management
Delaware
$475K -$42K -1,446 -8%
COI
204
Connable Office Inc
Michigan
$459K – – –
Prudential Financial
205
Prudential Financial
New Jersey
$447K +$110K +3,769 +32%
SAM
206
Shell Asset Management
Netherlands
$445K -$65.9K -2,267 -13%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$442K -$5.88K -202 -1%
NAM
208
NorthCrest Asset Manangement
Minnesota
$442K +$11.6K +400 +3%
IIC
209
Integrated Investment Consultants
Michigan
$440K +$10.3K +354 +2%
SG Americas Securities
210
SG Americas Securities
New York
$437K -$5.25M -180,678 -92%
CCM
211
Coldstream Capital Management
Washington
$425K -$49.5K -1,700 -10%
AIM
212
Aigen Investment Management
New York
$421K +$421K +14,475 New
TVAMP
213
Tennessee Valley Asset Management Partners
Tennessee
$418K -$40.7K -1,400 -9%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$407K – – –
IA
215
IndexIQ Advisors
New York
$406K +$406K +13,957 New
LPL Financial
216
LPL Financial
California
$405K -$380K -13,077 -48%
SGAM
217
Smith Group Asset Management
Texas
$386K -$283K -9,725 -42%
DT
218
Diversified Trust
Tennessee
$382K -$567K -19,492 -60%
CIP
219
Convergence Investment Partners
Florida
$364K -$67.5K -2,327 -16%
RCM
220
Radnor Capital Management
Pennsylvania
$348K +$348K +11,990 New
OR
221
Olympiad Research
Connecticut
$327K +$35.3K +1,215 +12%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$326K +$326K +11,213 New
AIP
223
Ameritas Investment Partners
Nebraska
$308K -$9.65K -332 -3%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$284K +$319 +11 +0.1%
PCM
225
Prelude Capital Management
New York
$284K +$284K +9,757 New
7 8
9
10 11