Box
BOX
294 hedge funds and large institutions have $2.2B invested in Box in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 37 closing their positions.
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
13% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 92
5% more funds holding
Funds holding: 280 → 294 (+14)
1.05% more ownership
Funds ownership: 79.82% → 80.88% (+1.1%)
14% less capital invested
Capital invested by funds: $2.54B → $2.2B (-$344M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
42% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $33.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
RGM Capital
Naples,
Florida
|
+$28.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$9.77M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$9.16M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.4M |
| 2 |
BlackRock
New York
|
-$14.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.1M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
-$11.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.61M |
BOX Hedge Fund Activity: Q3 2020 in Review
294 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2020, worth a combined $2.2B — down 14% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BOX positions and 37 closed out — a net gain of 16 holders — while 104 added to existing stakes and 92 trimmed.
The largest buyer was RGM Capital, adding an estimated $28.3M. The largest seller was Citadel Advisors, cutting an estimated $29.4M.
- 294 institutional investors held Box (BOX) as of Q3 2020, up from 280 in Q2 2020.
- Funds reported $2.2B of Box stock for Q3 2020, down 14% quarter-over-quarter.
- 53 funds opened new Box positions in Q3 2020 and 37 closed out, a net change of +16 holders.
- The largest Box buyer in Q3 2020 was RGM Capital, an estimated $28.3M added.
- The largest Box seller in Q3 2020 was Citadel Advisors, an estimated $29.4M sold.
Based on aggregated 13F filings for Q3 2020.