Box
BOX
181 hedge funds and large institutions have $1.65B invested in Box in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 29 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 55
20% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $11M
16% more capital invested
Capital invested by funds: $1.42B → $1.65B (+$232M)
2% less funds holding
Funds holding: 185 → 181 (-4)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
15.98% less ownership
Funds ownership: 96.75% → 80.76% (-16%)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$40.5M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$30.9M |
| 4 |
SI
SQN Investors
Menlo Park,
California
|
+$20.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$32.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$25.7M |
| 3 |
Two Sigma Investments
New York
|
-$23.4M |
| 4 |
ASP
Adams Street Partners
Chicago,
Illinois
|
-$13.6M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$12.7M |
BOX Hedge Fund Activity: Q3 2017 in Review
181 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2017, worth a combined $1.65B — up 16% from $1.42B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BOX and 26 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 73 added.
The largest buyer was Fidelity Investments, adding an estimated $77.4M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $32.4M sold.
- 181 institutional investors held Box (BOX) as of Q3 2017, down from 185 in Q2 2017.
- Funds reported $1.65B of Box stock for Q3 2017, up 16% quarter-over-quarter.
- 26 funds opened new Box positions in Q3 2017 and 29 closed out, a net change of -3 holders.
- The largest Box buyer in Q3 2017 was Fidelity Investments, an estimated $77.4M added.
- The largest Box seller in Q3 2017 was Whale Rock Capital Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q3 2017.