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343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.3M

11% more capital invested

Capital invested by funds: $3.38B → $3.75B (+$373M)

0.89% more ownership

Funds ownership: 87.25%88.15% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 122

6% less funds holding

Funds holding: 364343 (-21)

33% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 58

Holders
343
Holders Change
-21
Holders Change %
-5.77%
% of All Funds
5.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
111
Reduced
122
Closed
58
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

BOX Hedge Fund Activity: Q2 2023 in Review

343 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q2 2023, worth a combined $3.75B — up 11% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of BOX and 39 opened new positions — a net loss of 19 holders — while 122 trimmed existing stakes and 111 added.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $99.7M. The largest seller was Two Sigma Advisers, cutting an estimated $28.5M.

  • 343 institutional investors held Box (BOX) as of Q2 2023, down from 364 in Q1 2023.
  • Funds reported $3.75B of Box stock for Q2 2023, up 11% quarter-over-quarter.
  • 39 funds opened new Box positions in Q2 2023 and 58 closed out, a net change of -19 holders.
  • The largest Box buyer in Q2 2023 was Champlain Investment Partners, an estimated $99.7M added.
  • The largest Box seller in Q2 2023 was Two Sigma Advisers, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2023.