Box
209 hedge funds and large institutions have $2.2B invested in Box in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 37 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 60
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7% more capital invested
Capital invested by funds: $2.05B → $2.2B (+$149M)
4.58% more ownership
Funds ownership: 80.29% → 84.87% (+4.6%)
8% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 37
1% more funds holding
Funds holding: 207 → 209 (+2)
15% less call options, than puts
Call options by funds: $36.6M | Put options by funds: $42.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.5M |
| 2 |
SI
SQN Investors
Menlo Park,
California
|
+$30.9M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$26.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$32.3M |
| 2 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
-$21.1M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$20.4M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$17.6M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$16.9M |
BOX Hedge Fund Activity: Q1 2018 in Review
209 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2018, worth a combined $2.2B — up 7.3% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BOX positions and 37 closed out — a net gain of 3 holders — while 80 added to existing stakes and 60 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $34.5M. The largest seller was Millennium Management, cutting an estimated $32.3M.
- 209 institutional investors held Box (BOX) as of Q1 2018, up from 207 in Q4 2017.
- Funds reported $2.2B of Box stock for Q1 2018, up 7.3% quarter-over-quarter.
- 40 funds opened new Box positions in Q1 2018 and 37 closed out, a net change of +3 holders.
- The largest Box buyer in Q1 2018 was JP Morgan Chase, an estimated $34.5M added.
- The largest Box seller in Q1 2018 was Millennium Management, an estimated $32.3M sold.
Based on aggregated 13F filings for Q1 2018.