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Box
BOX

Overview Fund Activity

330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$135M
2
BlackRock
2
BlackRock
New York
$408M
3
Citadel Advisors
3
Citadel Advisors
Florida
$47.2M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
Man Group
5
Man Group
United Kingdom
$18.9M

Top Sellers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$0
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$0
3
OAM
3
Ophir Asset Management
Australia
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$3.4M
5
SIMG
5
Stephens Investment Management Group
Texas
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$408M 15,914,984 +1,637,666 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M 15,064,800 +159,111 +1%
EARNEST Partners
3
EARNEST Partners
Georgia
$170M 6,640,592 +508,207 +8%
RC
4
RGM Capital
Florida
$148M 5,794,878 +344,991 +6%
Morgan Stanley
5
Morgan Stanley
New York
$135M 5,286,378 +2,734,044 +107%
State Street
6
State Street
Massachusetts
$90M 3,515,610 +273,455 +8%
CIP
7
Champlain Investment Partners
Vermont
$87.4M 3,414,379 -181,739 -5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$86.2M 3,365,143 -40,376 -1%
Macquarie Group
9
Macquarie Group
Australia
$83.1M 3,245,321 -199,166 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$77.4M 3,020,292 +143,331 +5%
Bank of America
11
Bank of America
North Carolina
$70.3M 2,744,712 +50,542 +2%
First Trust Advisors
12
First Trust Advisors
Illinois
$70M 2,732,648 -253,166 -8%
SEI Investments
13
SEI Investments
Pennsylvania
$64.8M 2,532,133 +523,872 +26%
Deutsche Bank
14
Deutsche Bank
Germany
$57.2M 2,233,530 -25,135 -1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$56.5M 2,207,010 +47,220 +2%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$53.7M 2,098,180 +429,637 +26%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$50.9M 1,988,431 +323,191 +19%
SM
18
Sunriver Management
Connecticut
$49.2M 1,920,378 +181,396 +10%
Renaissance Technologies
19
Renaissance Technologies
New York
$47.4M 1,852,726 -123,245 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$47.2M 1,842,812 +1,486,881 +418%
CS
21
Credit Suisse
Switzerland
$44.2M 1,723,999 +69,401 +4%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$39.6M 1,544,509 -306,608 -17%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$38.6M 1,508,017 -14,032 -0.9%
Northern Trust
24
Northern Trust
Illinois
$38.5M 1,505,256 -22,817 -1%
ACB
25
Aristotle Capital Boston
Massachusetts
$37.6M 1,467,775 -30,813 -2%
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