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320 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, 119 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $71.9M | Put options by funds: $19.8M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$198M)

3% more funds holding

Funds holding: 312320 (+8)

0.47% more ownership

Funds ownership: 84.58%85.05% (+0.47%)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 119

Holders
320
Holders Change
+8
Holders Change %
+2.56%
% 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
119
Closed
47
Calls
$71.9M
Puts
$19.8M
Net Calls
+$52.1M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YC
201
Yarbrough Capital
Tennessee
$498K +$451K +17,146 New
Baird Financial Group
202
Baird Financial Group
Wisconsin
$482K -$12.5K -476 -3%
DCM
203
Dupont Capital Management
Delaware
$475K -$38K -1,446 -8%
COI
204
Connable Office Inc
Michigan
$459K
Prudential Financial
205
Prudential Financial
New Jersey
$447K +$99.2K +3,769 +32%
SAM
206
Shell Asset Management
Netherlands
$445K -$59.6K -2,267 -13%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$442K -$5.31K -202 -1%
NAM
208
NorthCrest Asset Manangement
Minnesota
$442K +$10.5K +400 +3%
IIC
209
Integrated Investment Consultants
Michigan
$440K +$9.31K +354 +2%
SG Americas Securities
210
SG Americas Securities
New York
$437K -$4.75M -180,678 -92%
CCM
211
Coldstream Capital Management
Washington
$425K -$44.7K -1,700 -10%
AIM
212
Aigen Investment Management
New York
$421K +$381K +14,475 New
TVAMP
213
Tennessee Valley Asset Management Partners
Tennessee
$418K -$36.8K -1,400 -9%
SCA
214
STALEY CAPITAL ADVISERS
Pennsylvania
$407K
IA
215
IndexIQ Advisors
New York
$406K +$367K +13,957 New
LPL Financial
216
LPL Financial
California
$405K -$344K -13,077 -48%
SGAM
217
Smith Group Asset Management
Texas
$386K -$256K -9,725 -42%
DT
218
Diversified Trust
Tennessee
$382K -$513K -19,492 -60%
CIP
219
Convergence Investment Partners
Florida
$364K -$61.2K -2,327 -16%
RCM
220
Radnor Capital Management
Pennsylvania
$348K +$315K +11,990 New
OR
221
Olympiad Research
Connecticut
$327K +$32K +1,215 +12%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$326K +$295K +11,213 New
AIP
223
Ameritas Investment Partners
Nebraska
$308K -$8.73K -332 -3%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$284K +$289 +11 +0.1%
PCM
225
Prelude Capital Management
New York
$284K +$257K +9,757 New

BOX Hedge Fund Activity: Q1 2022 in Review

320 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2022, worth a combined $3.48B — up 6% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BOX positions and 47 closed out — a net gain of 10 holders — while 96 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40M. The largest seller was Fidelity International, cutting an estimated $48.7M.

  • 320 institutional investors held Box (BOX) as of Q1 2022, up from 312 in Q4 2021.
  • Funds reported $3.48B of Box stock for Q1 2022, up 6% quarter-over-quarter.
  • 57 funds opened new Box positions in Q1 2022 and 47 closed out, a net change of +10 holders.
  • The largest Box buyer in Q1 2022 was Fidelity Investments, an estimated $40M added.
  • The largest Box seller in Q1 2022 was Fidelity International, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2022.