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250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

5% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 80

4% more capital invested

Capital invested by funds: $1.9B → $1.98B (+$76.1M)

0.99% more ownership

Funds ownership: 77.79%78.78% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 251250 (-1)

34% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $32.4M

Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M -$7.7M -459,282 -3%
BlackRock
2
BlackRock
New York
$187M +$1.36M +80,828 +0.7%
SV
3
Starboard Value
New York
$122M +$5.03M +300,000 +4%
BCM
4
Bares Capital Management
Texas
$99.7M -$8.63M -514,671 -8%
First Trust Advisors
5
First Trust Advisors
Illinois
$97.6M -$5.69M -339,324 -6%
Fidelity International
6
Fidelity International
Bermuda
$90.3M +$15M +891,460 +20%
RC
7
RGM Capital
Florida
$81.7M +$8.45M +504,037 +12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$66.6M +$1.8M +107,358 +3%
State Street
9
State Street
Massachusetts
$56.3M +$6.77M +403,737 +14%
Two Sigma Investments
10
Two Sigma Investments
New York
$38.9M +$18.8M +1,121,976 +94%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$36.9M +$2.93M +174,987 +9%
DCM
12
Dorsal Capital Management
California
$33.1M -$13M -775,000 -28%
Millennium Management
13
Millennium Management
New York
$30.2M -$7.02M -418,823 -19%
Northern Trust
14
Northern Trust
Illinois
$29.8M -$735K -43,832 -2%
Norges Bank
15
Norges Bank
Norway
$27.9M +$1.42M +84,713 +5%
WIM
16
Weitz Investment Management
Nebraska
$26.7M -$839K -50,000 -3%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$26.7M +$4.87M +290,200 +22%
UBS Group
18
UBS Group
Switzerland
$24.8M -$5.86M -349,517 -19%
Bank of America
19
Bank of America
North Carolina
$24.7M +$13.2M +789,408 +116%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$24.3M +$9.4M +560,234 +63%
ClearBridge Investments
21
ClearBridge Investments
New York
$24.2M -$333K -19,853 -1%
Renaissance Technologies
22
Renaissance Technologies
New York
$23.6M -$12.2M -726,200 -34%
PAM
23
Panagora Asset Management
Massachusetts
$23.4M +$1.74M +103,650 +8%
Morgan Stanley
24
Morgan Stanley
New York
$22.3M +$3.65M +217,730 +20%
PCM
25
Peregrine Capital Management
Minnesota
$21.5M -$238K -14,205 -1%

BOX Hedge Fund Activity: Q4 2019 in Review

250 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2019, worth a combined $1.98B — up 4% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BOX positions and 32 closed out — a net gain of 6 holders — while 84 added to existing stakes and 80 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $18.8M. The largest seller was Dorsal Capital Management, cutting an estimated $13M.

  • 250 institutional investors held Box (BOX) as of Q4 2019, down from 251 in Q3 2019.
  • Funds reported $1.98B of Box stock for Q4 2019, up 4% quarter-over-quarter.
  • 38 funds opened new Box positions in Q4 2019 and 32 closed out, a net change of +6 holders.
  • The largest Box buyer in Q4 2019 was Two Sigma Investments, an estimated $18.8M added.
  • The largest Box seller in Q4 2019 was Dorsal Capital Management, an estimated $13M sold.

Based on aggregated 13F filings for Q4 2019.