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155 hedge funds and large institutions have $769M invested in Box in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

43% more capital invested

Capital invested by funds: $536M → $769M (+$233M)

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

8% more funds holding

Funds holding: 144155 (+11)

5.96% more ownership

Funds ownership: 61.58%67.54% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less call options, than puts

Call options by funds: $9.05M | Put options by funds: $9.53M

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
3.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
38
Increased
52
Reduced
44
Closed
19
Calls
$9.05M
Puts
$9.53M
Net Calls
-$479K
Net Calls Change
-$810K

BOX Hedge Fund Activity: Q1 2017 in Review

155 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2017, worth a combined $769M — up 43% from $536M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 19 closed out — a net gain of 19 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $54.9M. The largest seller was Coatue Management, exiting entirely with an estimated $15.6M sold.

  • 155 institutional investors held Box (BOX) as of Q1 2017, up from 144 in Q4 2016.
  • Funds reported $769M of Box stock for Q1 2017, up 43% quarter-over-quarter.
  • 38 funds opened new Box positions in Q1 2017 and 19 closed out, a net change of +19 holders.
  • The largest Box buyer in Q1 2017 was BlackRock, an estimated $54.9M added.
  • The largest Box seller in Q1 2017 was Coatue Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2017.