Box
289 hedge funds and large institutions have $2.33B invested in Box in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 41 closing their positions.
36% more call options, than puts
Call options by funds: $41.1M | Put options by funds: $30.2M
6% more capital invested
Capital invested by funds: $2.2B → $2.33B (+$132M)
2% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 101
0.49% more ownership
Funds ownership: 80.88% → 81.36% (+0.49%)
10% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 41
2% less funds holding
Funds holding: 294 → 289 (-5)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.8M |
| 2 |
SV
Starboard Value
New York
|
+$29.4M |
| 3 |
BlackRock
New York
|
+$26.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.8M |
| 5 |
RC
RGM Capital
Naples,
Florida
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.5M |
| 2 |
Renaissance Technologies
New York
|
-$20.5M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$12.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.68M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$8.9M |
BOX Hedge Fund Activity: Q4 2020 in Review
289 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2020, worth a combined $2.33B — up 6% from $2.2B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of BOX and 37 opened new positions — a net loss of 4 holders — while 101 trimmed existing stakes and 103 added.
The largest buyer was Morgan Stanley, adding an estimated $39.8M. The largest seller was Fidelity Investments, cutting an estimated $26.5M.
- 289 institutional investors held Box (BOX) as of Q4 2020, down from 294 in Q3 2020.
- Funds reported $2.33B of Box stock for Q4 2020, up 6% quarter-over-quarter.
- 37 funds opened new Box positions in Q4 2020 and 41 closed out, a net change of -4 holders.
- The largest Box buyer in Q4 2020 was Morgan Stanley, an estimated $39.8M added.
- The largest Box seller in Q4 2020 was Fidelity Investments, an estimated $26.5M sold.
Based on aggregated 13F filings for Q4 2020.