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325 hedge funds and large institutions have $3.09B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $51.7M | Put options by funds: $16.3M

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

2% more funds holding

Funds holding: 320325 (+5)

0.18% less ownership

Funds ownership: 85.05%84.87% (-0.18%)

11% less capital invested

Capital invested by funds: $3.48B → $3.09B (-$383M)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
45
Increased
98
Reduced
128
Closed
31
Calls
$51.7M
Puts
$16.3M
Net Calls
+$35.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Blueshift Asset Management
New Jersey
$258K +$287K +10,261 New
FA
227
FDx Advisors
Illinois
$250K +$17.9K +642 +7%
AIP
228
Ameritas Investment Partners
Nebraska
$243K -$25.5K -912 -9%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$243K -$3.38K -121 -1%
PCM
230
Prelude Capital Management
New York
$241K -$4.22K -151 -2%
PAMS
231
Pictet Asset Management (Switzerland)
Switzerland
$238K
Lazard Asset Management
232
Lazard Asset Management
New York
$232K +$236K +8,431 +1,040%
EMG
233
ETF Managers Group
New Jersey
$230K -$24.9K -890 -9%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$223K -$5.06K -181 -2%
SO
235
STRS Ohio
Ohio
$221K +$14K +500 +6%
DT
236
Diversified Trust
Tennessee
$220K -$122K -4,384 -33%
AIMCA
237
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$220K
PA
238
Parallel Advisors
California
$219K -$22K -786 -8%
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$217K +$13.9K +497 +6%
AL
240
Aspiriant LLC
California
$216K
TVAMP
241
Tennessee Valley Asset Management Partners
Tennessee
$214K -$165K -5,900 -41%
CWM
242
Cahaba Wealth Management
Georgia
$212K
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$212K
MHR
244
Matthew Hamilton Rosenberg
$200K
MLICM
245
Metropolitan Life Insurance Company (MetLife)
New York
$196K -$18.2K -652 -8%
LSA
246
Leonteq Securities AG
Switzerland
$165K +$46.7K +1,670 +34%
SI
247
Stephens Inc
Arkansas
$163K +$181K +6,479 New
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$162K -$82.2K -2,941 -31%
DCM
249
Dupont Capital Management
Delaware
$161K -$277K -9,919 -61%
CFGS
250
Concourse Financial Group Securities
Alabama
$158K +$13.8K +493 +8%