322 hedge funds and large institutions have $3B invested in Box in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
38
Increased
125
Reduced
105
Closed
38
Calls
$29.7M
Puts
$18.8M
Net Calls
+$10.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$267K +$31.2K +1,281 +13%
Lazard Asset Management
227
Lazard Asset Management
New York
$266K +$40.8K +1,672 +18%
KAS
228
Kestra Advisory Services
Texas
$261K -$94.3K -3,864 -27%
MM
229
MQS Management
New York
$251K +$251K +10,307 New
FA
230
FDx Advisors
Illinois
$233K -$8.99K -369 -4%
PAMS
231
Pictet Asset Management (Switzerland)
Switzerland
$231K
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$216K -$413 -17 -0.2%
DT
233
Diversified Trust
Tennessee
$213K
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$213K +$2.92K +120 +1%
AL
235
Aspiriant LLC
California
$209K
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$205K +$15.4K +630 +8%
CWM
237
Cahaba Wealth Management
Georgia
$205K
EMG
238
ETF Managers Group
New Jersey
$196K -$18.1K -741 -8%
MHR
239
Matthew Hamilton Rosenberg
$189K
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$172K +$15K +615 +10%
C
241
Covestor
United Kingdom
$157K +$8.65K +354 +6%
SI
242
Stephens Inc
Arkansas
$156K -$1.66K -68 -1%
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$153K -$52.3K -2,149 -25%
CFGS
244
Concourse Financial Group Securities
Alabama
$149K -$4.26K -175 -3%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$129K +$2.67K +92 +2%
WTC
246
WhitTier Trust Company
Nevada
$118K
DCM
247
Dupont Capital Management
Delaware
$113K -$43.9K -1,797 -28%
BTI
248
Blue Trust Inc
Georgia
$112K +$24.1K +957 +27%
SPIA
249
Steward Partners Investment Advisory
New York
$102K +$4.94K +203 +5%
CF
250
Centaurus Financial
California
$101K +$101K +4,148 New