Box
BOX
326 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 121 increasing their positions, 122 reducing their positions, and 44 closing their positions.
182% more call options, than puts
Call options by funds: $49.1M | Put options by funds: $17.4M
1% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 122
1.62% less ownership
Funds ownership: 88.15% → 86.53% (-1.6%)
5% less funds holding
Funds holding: 343 → 326 (-17)
19% less capital invested
Capital invested by funds: $3.75B → $3.04B (-$713M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
36% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$16.6M |
| 2 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$12.1M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$11.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$71.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$24.3M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$22.2M |
| 4 |
Man Group
London,
United Kingdom
|
-$17.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.2M |
BOX Hedge Fund Activity: Q3 2023 in Review
326 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q3 2023, worth a combined $3.04B — down 19% from $3.75B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of BOX and 28 opened new positions — a net loss of 16 holders — while 122 trimmed existing stakes and 121 added.
The largest buyer was Renaissance Technologies, adding an estimated $16.6M. The largest seller was Sumitomo Mitsui Trust Group, cutting an estimated $71.2M.
- 326 institutional investors held Box (BOX) as of Q3 2023, down from 343 in Q2 2023.
- Funds reported $3.04B of Box stock for Q3 2023, down 19% quarter-over-quarter.
- 28 funds opened new Box positions in Q3 2023 and 44 closed out, a net change of -16 holders.
- The largest Box buyer in Q3 2023 was Renaissance Technologies, an estimated $16.6M added.
- The largest Box seller in Q3 2023 was Sumitomo Mitsui Trust Group, an estimated $71.2M sold.
Based on aggregated 13F filings for Q3 2023.