Box
BOX
144 hedge funds and large institutions have $536M invested in Box in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 33 reducing their positions, and 20 closing their positions.
95% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 20
76% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 33
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
13% more funds holding
Funds holding: 127 → 144 (+17)
5% more call options, than puts
Call options by funds: $7.47M | Put options by funds: $7.13M
4% more capital invested
Capital invested by funds: $517M → $536M (+$19.2M)
0.67% more ownership
Funds ownership: 60.91% → 61.58% (+0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$15.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3M |
| 3 |
GCP
Garelick Capital Partners
Boston,
Massachusetts
|
+$13M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
+$11.1M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
+$9.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Nokota Management
New York
|
-$17.9M |
| 2 |
Coatue Management
New York
|
-$13.5M |
| 3 |
Two Sigma Investments
New York
|
-$4.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.02M |
| 5 |
Two Sigma Advisers
New York
|
-$2.07M |
BOX Hedge Fund Activity: Q4 2016 in Review
144 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2016, worth a combined $536M — up 3.7% from $517M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new BOX positions and 20 closed out — a net gain of 19 holders — while 58 added to existing stakes and 33 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $15.8M. The largest seller was Nokota Management, exiting entirely with an estimated $17.9M sold.
- 144 institutional investors held Box (BOX) as of Q4 2016, up from 127 in Q3 2016.
- Funds reported $536M of Box stock for Q4 2016, up 3.7% quarter-over-quarter.
- 39 funds opened new Box positions in Q4 2016 and 20 closed out, a net change of +19 holders.
- The largest Box buyer in Q4 2016 was Marshall Wace, an estimated $15.8M added.
- The largest Box seller in Q4 2016 was Nokota Management, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2016.