250 hedge funds and large institutions have $1.98B invested in Box in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
4.94%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
84
Reduced
80
Closed
32
Calls
$21.4M
Puts
$32.4M
Net Calls
-$11M
Net Calls Change
+$9.91M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$5K -$5.05K -279 -50%
PAI
227
Pittenger & Anderson Inc
Nebraska
$5K
JCM
228
Jacobi Capital Management
Pennsylvania
$4K
CG
229
Cutler Group
California
$3K -$7.14K -438 -70%
SSB
230
Sandy Spring Bank
Maryland
$3K -$4.29K -250 -59%
HI
231
Hudock Inc
Pennsylvania
$3K -$1.42K -100 -32%
ASN
232
Advisory Services Network
Georgia
$3K -$488 -26 -14%
GRP
233
Global Retirement Partners
California
$3K
HR
234
Howe & Rusling
New York
$3K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$3K
GI
236
Gradient Investments
Minnesota
$3K
S
237
SignatureFD
Georgia
$3K
CFB
238
Cullen/Frost Bankers
Texas
$3K
TWA
239
TCI Wealth Advisors
Arizona
$3K
CFGS
240
Concourse Financial Group Securities
Alabama
$3K +$1.74K +100 +139%
VCP
241
Verus Capital Partners
Arizona
$3K +$3K +200 New
AAP
242
Arax Advisory Partners
Colorado
$2K
BHWM
243
Bay Harbor Wealth Management
Maryland
$2K
JPLA
244
Joseph P. Lucia & Associates
New York
$2K
OPS
245
Orion Portfolio Solutions
Nebraska
$2K +$2K +107 New
APA
246
American Portfolios Advisors
New York
$1.68K
FHA
247
Flagship Harbor Advisors
Massachusetts
$1K -$5.33K -400 -84%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$1K +$1K +60 New
TI
249
tru Independence
Oregon
$1K +$1K +100 New
HF
250
Halpern Financial
Virginia
$755 +$755 +45 New