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BOXD

Boxed, Inc.

Delisted

BOXD was delisted on the 31st of March, 2023.

51 hedge funds and large institutions have $2.86M invested in Boxed, Inc. in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

20% less funds holding

Funds holding: 6451 (-13)

34% less capital invested

Capital invested by funds: $4.31M → $2.86M (-$1.44M)

80% less call options, than puts

Call options by funds: $6K | Put options by funds: $30K

81% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-13
Holders Change %
-20.31%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
16
Reduced
18
Closed
16
Calls
$6K
Puts
$30K
Net Calls
-$24K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
HLA
1
Hamilton Lane Advisors
Pennsylvania
$760K
Vanguard Group
2
Vanguard Group
Pennsylvania
$719K +$3.97K +8,832 +0.2%
BlackRock
3
BlackRock
New York
$362K -$479K -1,065,849 -36%
State Street
4
State Street
Massachusetts
$223K +$108K +239,564 +26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$189K +$15.6K +34,789 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$165K +$2.74K +6,096 +0.7%
Northern Trust
7
Northern Trust
Illinois
$85.6K +$31.2K +69,454 +18%
Goldman Sachs
8
Goldman Sachs
New York
$39.8K +$88.7K +197,424 +1,631%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$28.1K -$3.19K -7,107 -5%
Millennium Management
10
Millennium Management
New York
$27K +$15.8K +35,055 +33%
CFM
11
Comprehensive Financial Management
California
$24.1K
Charles Schwab
12
Charles Schwab
California
$24K
UBS Group
13
UBS Group
Switzerland
$20.7K +$26K +57,885 +113%
Bank of America
14
Bank of America
North Carolina
$19.9K +$10.3K +22,901 +28%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$14.9K +$35.4K +78,683 New
LNC
16
Lincoln National Corp
Pennsylvania
$13.5K -$180 -400 -0.6%
Morgan Stanley
17
Morgan Stanley
New York
$11.6K -$5.98K -13,312 -18%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$11K +$3.31K +7,362 +15%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$10.7K
TFA
20
Tobias Financial Advisors
Florida
$9.49K
Deutsche Bank
21
Deutsche Bank
Germany
$8.46K +$3.83K +8,528 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$8.1K
TRCT
23
Tower Research Capital (TRC)
New York
$8K +$4.42K +9,831 +28%
Group One Trading
24
Group One Trading
Illinois
$7.05K +$16.7K +37,173 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$6.67K -$29.8K -66,187 -65%

BOXD Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Boxed, Inc. (BOXD) for Q1 2023, worth a combined $2.86M — down 34% from $4.31M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BOXD and 3 opened new positions — a net loss of 13 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was State Street, adding an estimated $108K. The largest seller was BlackRock, cutting an estimated $479K.

  • 51 institutional investors held Boxed, Inc. (BOXD) as of Q1 2023, down from 64 in Q4 2022.
  • Funds reported $2.86M of Boxed, Inc. stock for Q1 2023, down 34% quarter-over-quarter.
  • 3 funds opened new Boxed, Inc. positions in Q1 2023 and 16 closed out, a net change of -13 holders.
  • The largest Boxed, Inc. buyer in Q1 2023 was State Street, an estimated $108K added.
  • The largest Boxed, Inc. seller in Q1 2023 was BlackRock, an estimated $479K sold.

Based on aggregated 13F filings for Q1 2023.