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BOX

207 hedge funds and large institutions have $2.05B invested in Box in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

24% more capital invested

Capital invested by funds: $1.65B → $2.05B (+$400M)

14% more funds holding

Funds holding: 181 → 207 (+26)

0.47% less ownership

Funds ownership: 80.76% → 80.29% (-0.47%)

4% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 68

39% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $25.4M

Holders
207
Holders Change
+26
Holders Change %
+14.36%
% of All Funds
4.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
53
Increased
65
Reduced
68
Closed
24
Calls
$15.6M
Puts
$25.4M
Net Calls
-$9.86M
Net Calls Change
-$12.2M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$133M
2
SI
SQN Investors
California
+$29.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.2M
5
MCMC
Matrix Capital Management Company
New Hampshire
+$21.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$13.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$11M
5
Wells Fargo
Wells Fargo
California
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M +$25M +1,184,597 +14%
Artisan Partners
2
Artisan Partners
Wisconsin
$153M +$133M +6,317,049 +680%
BCM
3
Bares Capital Management
Texas
$131M -$4.32M -204,745 -3%
BlackRock
4
BlackRock
New York
$125M +$10.9M +518,179 +10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$120M +$21.2M +1,007,100 +22%
Wells Fargo
6
Wells Fargo
California
$109M -$9.13M -432,843 -8%
Millennium Management
7
Millennium Management
New York
$91.1M +$13M +616,044 +17%
First Trust Advisors
8
First Trust Advisors
Illinois
$81.3M +$2.09M +99,309 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$67.7M +$9.59M +454,700 +17%
PHS
10
PFM Health Sciences
California
$60.1M -$1.03M -48,889 -2%
SI
11
SQN Investors
California
$56.3M +$29.4M +1,391,868 +109%
DCM
12
Dorsal Capital Management
California
$42.2M +$5.27M +250,000 +14%
PC
13
Polar Capital
United Kingdom
$41.2M +$81.7K +3,873 +0.2%
AAM
14
AO Asset Management
New York
$33.9M +$7.27M +344,500 +27%
State Street
15
State Street
Massachusetts
$33.9M +$3.51M +166,326 +12%
CAM
16
Cortina Asset Management
Wisconsin
$30.3M -$4.88M -231,476 -14%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$28.7M -$13.1M -622,873 -31%
Deutsche Bank
18
Deutsche Bank
Germany
$28M +$3.55M +168,518 +15%
CC
19
Crosslink Capital
California
$27.5M -$2.11M -100,270 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$24.4M +$6.9M +327,343 +40%
UOC
21
UBS O'Connor
Illinois
$22.9M -$6.54M -310,247 -22%
Northern Trust
22
Northern Trust
Illinois
$21.9M +$154K +7,281 +0.7%
MCMC
23
Matrix Capital Management Company
New Hampshire
$21.1M +$21.1M +1,000,000 New
EA
24
Emerald Advisers
Pennsylvania
$18.1M -$215K -10,200 -1%
FCM
25
Frontier Capital Management
Massachusetts
$17.9M +$8.75M +415,074 +96%
1
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BOX Hedge Fund Activity: Q4 2017 in Review

207 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2017, worth a combined $2.05B — up 24% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BOX positions and 24 closed out — a net gain of 29 holders — while 65 added to existing stakes and 68 trimmed.

The largest buyer was Artisan Partners, adding an estimated $133M. The largest seller was Norges Bank, exiting entirely with an estimated $14.5M sold.

  • 207 institutional investors held Box (BOX) as of Q4 2017, up from 181 in Q3 2017.
  • Funds reported $2.05B of Box stock for Q4 2017, up 24% quarter-over-quarter.
  • 53 funds opened new Box positions in Q4 2017 and 24 closed out, a net change of +29 holders.
  • The largest Box buyer in Q4 2017 was Artisan Partners, an estimated $133M added.
  • The largest Box seller in Q4 2017 was Norges Bank, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.