Box
332 hedge funds and large institutions have $3.21B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 42 closing their positions.
210% more call options, than puts
Call options by funds: $43.9M | Put options by funds: $14.2M
26% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 42
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $3.04B → $3.21B (+$172M)
2% more funds holding
Funds holding: 326 → 332 (+6)
0.76% more ownership
Funds ownership: 86.53% → 87.29% (+0.76%)
30% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 132
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$41.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$37.6M |
| 3 |
Neuberger Berman Group
New York
|
+$23.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$57.4M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$28.5M |
| 3 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$23.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.6M |
| 5 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$9.31M |
BOX Hedge Fund Activity: Q4 2023 in Review
332 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Box (BOX) for Q4 2023, worth a combined $3.21B — up 5.7% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BOX positions and 42 closed out — a net gain of 11 holders — while 92 added to existing stakes and 132 trimmed.
The largest buyer was BlackRock, adding an estimated $41.4M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $57.4M sold.
- 332 institutional investors held Box (BOX) as of Q4 2023, up from 326 in Q3 2023.
- Funds reported $3.21B of Box stock for Q4 2023, up 5.7% quarter-over-quarter.
- 53 funds opened new Box positions in Q4 2023 and 42 closed out, a net change of +11 holders.
- The largest Box buyer in Q4 2023 was BlackRock, an estimated $41.4M added.
- The largest Box seller in Q4 2023 was Loomis, Sayles & Company, an estimated $57.4M sold.
Based on aggregated 13F filings for Q4 2023.