273 hedge funds and large institutions have $2.98B invested in Box in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-7
Holders Change %
-2.5%
% of All Funds
4.79%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
38
Increased
96
Reduced
87
Closed
42
Calls
$83.4M
Puts
$61.9M
Net Calls
+$21.5M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$23K +$23K +1,000 New
MIFH
227
Migdal Insurance & Financial Holdings
Israel
$22K
HIA
228
Harbor Investment Advisory
Maryland
$19K
HFS
229
Hantz Financial Services
Michigan
$18K
HCP
230
Hexagon Capital Partners
Arkansas
$17K
IWA
231
IBEX Wealth Advisors
New Jersey
$17K +$17K +720 New
CFGS
232
Concourse Financial Group Securities
Alabama
$16K +$3.03K +129 +23%
HI
233
Hudock Inc
Pennsylvania
$16K +$11.3K +500 +237%
QT
234
Quantbot Technologies
New York
$16K +$16K +716 New
PHK
235
Point72 Hong Kong
Hong Kong
$14K -$442K -18,607 -97%
SSC
236
Syverson Strege & Co
Iowa
$13K
GWM
237
Geneos Wealth Management
Colorado
$12K
SWM
238
Spire Wealth Management
Virginia
$12K +$9.14K +400 +320%
TWA
239
TCI Wealth Advisors
Arizona
$11K +$1.64K +71 +18%
APA
240
American Portfolios Advisors
New York
$8.57K
MI
241
Markston International
New York
$8K
HI
242
Harbour Investments
Wisconsin
$7K +$359 +16 +5%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$7K +$682 +27 +11%
CCA
244
Column Capital Advisors
Indiana
$6K
HMS
245
Hanseatic Management Services
New Mexico
$6K
CFB
246
Cullen/Frost Bankers
Texas
$5K
JCM
247
Jacobi Capital Management
Pennsylvania
$5K
CB
248
Community Bank
New York
$5K +$5K +200 New
FA
249
Financial Avengers
California
$4K
SSB
250
Sandy Spring Bank
Maryland
$4K