Box
364 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 128 reducing their positions, and 53 closing their positions.
58% more call options, than puts
Call options by funds: $22M | Put options by funds: $14M
3% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 128
0.79% less ownership
Funds ownership: 88.05% → 87.25% (-0.79%)
3% less funds holding
Funds holding: 375 → 364 (-11)
11% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 53
12% less capital invested
Capital invested by funds: $3.84B → $3.38B (-$464M)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$43.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$40.4M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$32.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$29.3M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$42.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$39.5M |
| 3 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$39M |
| 4 |
Millennium Management
New York
|
-$28.3M |
| 5 |
Two Sigma Investments
New York
|
-$27.8M |
BOX Hedge Fund Activity: Q1 2023 in Review
364 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q1 2023, worth a combined $3.38B — down 12% from $3.84B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of BOX and 47 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 132 added.
The largest buyer was JP Morgan Chase, adding an estimated $43.3M. The largest seller was VOYA Investment Management, cutting an estimated $42.1M.
- 364 institutional investors held Box (BOX) as of Q1 2023, down from 375 in Q4 2022.
- Funds reported $3.38B of Box stock for Q1 2023, down 12% quarter-over-quarter.
- 47 funds opened new Box positions in Q1 2023 and 53 closed out, a net change of -6 holders.
- The largest Box buyer in Q1 2023 was JP Morgan Chase, an estimated $43.3M added.
- The largest Box seller in Q1 2023 was VOYA Investment Management, an estimated $42.1M sold.
Based on aggregated 13F filings for Q1 2023.