Box
BOX
93 hedge funds and large institutions have $308M invested in Box in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 24 closing their positions.
344% more call options, than puts
Call options by funds: $12M | Put options by funds: $2.71M
65% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 23
60% more capital invested
Capital invested by funds: $192M → $308M (+$115M)
12.98% more ownership
Funds ownership: 40.78% → 53.76% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 96 → 93 (-3)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.2M |
| 2 |
NM
Nokota Management
New York
|
+$21.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.1M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$11M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
+$8.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$6.29M |
| 2 |
JP Morgan Chase
New York
|
-$5.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.52M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$3.33M |
| 5 |
Renaissance Technologies
New York
|
-$2.05M |
BOX Hedge Fund Activity: Q4 2015 in Review
93 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2015, worth a combined $308M — up 60% from $192M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of BOX and 21 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 38 added.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $44.2M. The largest seller was Capital World Investors, exiting entirely with an estimated $6.29M sold.
- 93 institutional investors held Box (BOX) as of Q4 2015, down from 96 in Q3 2015.
- Funds reported $308M of Box stock for Q4 2015, up 60% quarter-over-quarter.
- 21 funds opened new Box positions in Q4 2015 and 24 closed out, a net change of -3 holders.
- The largest Box buyer in Q4 2015 was Fidelity Investments, an estimated $44.2M added.
- The largest Box seller in Q4 2015 was Capital World Investors, an estimated $6.29M sold.
Based on aggregated 13F filings for Q4 2015.