Box
BOX
270 hedge funds and large institutions have $2.39B invested in Box in 2018 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 84 increasing their positions, 65 reducing their positions, and 43 closing their positions.
142% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 43
29% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 65
29% more funds holding
Funds holding: 209 → 270 (+61)
8% more capital invested
Capital invested by funds: $2.2B → $2.39B (+$187M)
11% less call options, than puts
Call options by funds: $74.3M | Put options by funds: $83.5M
12.43% less ownership
Funds ownership: 84.87% → 72.44% (-12%)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$73.9M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$55.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.2M |
| 4 |
Morgan Stanley
New York
|
+$29.6M |
| 5 |
Renaissance Technologies
New York
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$56.6M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$49M |
| 4 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$46.2M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$39.5M |
BOX Hedge Fund Activity: Q2 2018 in Review
270 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2018, worth a combined $2.39B — up 8.5% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new BOX positions and 43 closed out — a net gain of 61 holders — while 84 added to existing stakes and 65 trimmed.
The largest buyer was BlackRock, adding an estimated $73.9M. The largest seller was Fidelity Investments, cutting an estimated $137M.
- 270 institutional investors held Box (BOX) as of Q2 2018, up from 209 in Q1 2018.
- Funds reported $2.39B of Box stock for Q2 2018, up 8.5% quarter-over-quarter.
- 104 funds opened new Box positions in Q2 2018 and 43 closed out, a net change of +61 holders.
- The largest Box buyer in Q2 2018 was BlackRock, an estimated $73.9M added.
- The largest Box seller in Q2 2018 was Fidelity Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2018.