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Box
BOX

Overview Fund Activity

339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$725M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M
3
State Street
3
State Street
Massachusetts
$162M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$40.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.6M
3
FCM
3
Freshford Capital Management
New York
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$725M 25,590,104 +9,675,120 +61%
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M 17,313,882 +2,249,082 +15%
EARNEST Partners
3
EARNEST Partners
Georgia
$208M 7,340,474 +699,882 +11%
State Street
4
State Street
Massachusetts
$162M 5,713,066 +2,197,456 +63%
RC
5
RGM Capital
Florida
$150M 5,281,907 -512,971 -9%
Bank of America
6
Bank of America
North Carolina
$99.6M 3,517,833 +773,121 +28%
Morgan Stanley
7
Morgan Stanley
New York
$90.7M 3,204,414 -2,081,964 -39%
Macquarie Group
8
Macquarie Group
Australia
$88.5M 3,125,027 -120,294 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$88.4M 3,122,416 +102,124 +3%
CIP
10
Champlain Investment Partners
Vermont
$87.2M 3,080,714 -333,665 -10%
SEI Investments
11
SEI Investments
Pennsylvania
$83.6M 2,953,422 +421,289 +17%
First Trust Advisors
12
First Trust Advisors
Illinois
$76.4M 2,698,598 -34,050 -1%
Deutsche Bank
13
Deutsche Bank
Germany
$75.5M 2,667,001 +433,471 +19%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$71.8M 2,533,885 -831,258 -25%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$67.2M 2,374,580 +386,149 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$66.1M 2,335,354 +128,344 +6%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$59.1M 2,086,926 -11,254 -0.5%
Renaissance Technologies
18
Renaissance Technologies
New York
$48.9M 1,726,426 -126,300 -7%
CS
19
Credit Suisse
Switzerland
$46M 1,624,205 -99,794 -6%
Northern Trust
20
Northern Trust
Illinois
$44.8M 1,581,131 +75,875 +5%
SM
21
Sunriver Management
Connecticut
$42.5M 1,501,843 -418,535 -22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.5M 1,499,497 +576,431 +62%
ACB
23
Aristotle Capital Boston
Massachusetts
$41.5M 1,466,201 -1,574 -0.1%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$40.9M 1,445,872 +1,107,201 +327%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$40.5M 1,430,378 -114,131 -7%
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