Boxed Ownership

BOXD
 Stock
  

USD 0.47  0.01  2.08%   

Some institutional investors establish a significant position in stocks such as Boxed in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Boxed, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Trending Equities.
  
Boxed Inc retains a total of 68.42 Million outstanding shares. Boxed Inc shows significant amount of outstanding shares owned by insiders and institutional investors .Since such a large part of the company is not owned by regular investors, we recommend to check if there were significant buying or selling the Boxed Inc stock in recent months. Remember, it does not matter who owns the company or if the company is currently losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Boxed Stock Ownership Analysis

About 20.0% of the company shares are held by company insiders. The company recorded a loss per share of 3.62. Boxed Inc had not issued any dividends in recent years. Boxed, Inc. operates as an e-commerce retailer and an e-commerce enabler in the continental United States. Boxed, Inc. was founded in 2013 and is headquartered in New York, New York. Boxed operates under Internet Retail classification in the United States and is traded on New York Stock Exchange. It employs 250 people. For more info on Boxed Inc please contact the company at 646 586 5599 or go to https://www.boxed.com.

Boxed SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Boxed prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Boxed investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Boxed Inc specific information freely available to individual and institutional investors to make a timely investment decision.
15th of September 2022
Submission of Matters to a Vote of Security Holders
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9th of September 2022
Unclassified Corporate Event
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17th of August 2022
Triggering Events That Accelerate or Increase a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement. Termination of a Material Definitive Agreement
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9th of August 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
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Boxed Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Boxed is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Boxed Inc backward and forwards among themselves. Boxed's institutional investor refers to the entity that pools money to purchase Boxed's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Xtx Topco LtdCommon Shares13 K24 K
Wolverine Trading LlcPut Options11.1 K22 K
Wolverine Trading LlcCall Options29.3 K57 K
Wolverine Trading LlcCommon Shares16.3 K167 K
Wolverine Trading LlcCommon Shares29.9 K305 K
Wolverine Asset Management LlcWarrants149.1 K31 K
Wolverine Asset Management LlcCommon Shares143.2 K1.4 M
Wolverine Asset Management LlcCommon Shares142.9 K1.4 M
Wolverine Asset Management LlcCommon Shares275.1 K2.7 M
Wolverine Asset Management LlcCommon Shares490 K5.1 M
Note, although Boxed's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Boxed Inc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Boxed insiders, such as employees or executives, is commonly permitted as long as it does not rely on Boxed's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Boxed insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Boxed without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Boxed

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Boxed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Boxed will appreciate offsetting losses from the drop in the long position's value.

Moving together with Boxed

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Moving against Boxed

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The ability to find closely correlated positions to Boxed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boxed when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Boxed - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Boxed Inc to buy it.
The correlation of Boxed is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Boxed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boxed Inc moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Boxed can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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When running Boxed Inc price analysis, check to measure Boxed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Boxed is operating at the current time. Most of Boxed's value examination focuses on studying past and present price action to predict the probability of Boxed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Boxed's price. Additionally, you may evaluate how the addition of Boxed to your portfolios can decrease your overall portfolio volatility.
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Is Boxed's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Boxed. If investors know Boxed will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Boxed listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Market Capitalization
34.6 M
Quarterly Revenue Growth YOY
(0.15) 
Return On Assets
(0.58) 
Return On Equity
(9.12) 
The market value of Boxed Inc is measured differently than its book value, which is the value of Boxed that is recorded on the company's balance sheet. Investors also form their own opinion of Boxed's value that differs from its market value or its book value, called intrinsic value, which is Boxed's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Boxed's market value can be influenced by many factors that don't directly affect Boxed's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Boxed's value and its price as these two are different measures arrived at by different means. Investors typically determine Boxed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Boxed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.