Box
258 hedge funds and large institutions have $1.88B invested in Box in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 66 reducing their positions, and 48 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 66
5.39% more ownership
Funds ownership: 67.61% → 73% (+5.4%)
0% more capital invested
Capital invested by funds: $1.88B → $1.88B (+$1.67M)
4% less funds holding
Funds holding: 270 → 258 (-12)
15% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 48
16% less call options, than puts
Call options by funds: $29.9M | Put options by funds: $35.4M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$47.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$29.1M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.4M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SQN Investors
Menlo Park,
California
|
-$68.7M |
| 2 |
LCG
Luxor Capital Group
New York
|
-$26.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$19.2M |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
-$16.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$8.99M |
BOX Hedge Fund Activity: Q2 2019 in Review
258 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2019, worth a combined $1.88B — up 0.09% from $1.88B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of BOX and 41 opened new positions — a net loss of 7 holders — while 66 trimmed existing stakes and 93 added.
The largest buyer was Dorsal Capital Management, opening a new position worth an estimated $47.8M. The largest seller was SQN Investors, exiting entirely with an estimated $68.7M sold.
- 258 institutional investors held Box (BOX) as of Q2 2019, down from 270 in Q1 2019.
- Funds reported $1.88B of Box stock for Q2 2019, up 0.09% quarter-over-quarter.
- 41 funds opened new Box positions in Q2 2019 and 48 closed out, a net change of -7 holders.
- The largest Box buyer in Q2 2019 was Dorsal Capital Management, an estimated $47.8M added.
- The largest Box seller in Q2 2019 was SQN Investors, an estimated $68.7M sold.
Based on aggregated 13F filings for Q2 2019.