Box
257 hedge funds and large institutions have $1.61B invested in Box in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 55 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
0.69% more ownership
Funds ownership: 66.02% → 66.7% (+0.69%)
7% less funds holding
Funds holding: 276 → 257 (-19)
11% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 94
16% less call options, than puts
Call options by funds: $26.5M | Put options by funds: $31.8M
28% less capital invested
Capital invested by funds: $2.23B → $1.61B (-$619M)
29% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
+$34.2M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$31.2M |
| 3 |
SI
SQN Investors
Menlo Park,
California
|
+$29.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.8M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$47.3M |
| 2 |
AAM
AO Asset Management
New York
|
-$25.2M |
| 3 |
Renaissance Technologies
New York
|
-$20.8M |
| 4 |
Millennium Management
New York
|
-$17.7M |
| 5 |
HCS
Harvest Capital Strategies
San Francisco,
California
|
-$14.3M |
BOX Hedge Fund Activity: Q4 2018 in Review
257 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2018, worth a combined $1.61B — down 28% from $2.23B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of BOX and 39 opened new positions — a net loss of 16 holders — while 94 trimmed existing stakes and 84 added.
The largest buyer was Bares Capital Management, adding an estimated $34.2M. The largest seller was Artisan Partners, cutting an estimated $47.3M.
- 257 institutional investors held Box (BOX) as of Q4 2018, down from 276 in Q3 2018.
- Funds reported $1.61B of Box stock for Q4 2018, down 28% quarter-over-quarter.
- 39 funds opened new Box positions in Q4 2018 and 55 closed out, a net change of -16 holders.
- The largest Box buyer in Q4 2018 was Bares Capital Management, an estimated $34.2M added.
- The largest Box seller in Q4 2018 was Artisan Partners, an estimated $47.3M sold.
Based on aggregated 13F filings for Q4 2018.