363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
226
Cantor Fitzgerald
New York
$346K -$9.67K -361 -3%
PRC
227
Pearl River Capital
Michigan
$340K +$340K +12,697 New
AWS
228
Atria Wealth Solutions
New York
$333K -$4.72K -176 -1%
P
229
Pitcairn
Pennsylvania
$333K -$11K -411 -3%
SAM
230
Shell Asset Management
Netherlands
$332K -$1.18K -44 -0.4%
LFAS
231
Level Four Advisory Services
Texas
$331K +$331K +12,354 New
LCM
232
Legato Capital Management
California
$329K +$112K +4,169 +51%
ZCM
233
Ziegler Capital Management
Illinois
$320K +$118K +4,402 +58%
Vontobel Holding
234
Vontobel Holding
Switzerland
$313K +$32.4K +1,208 +12%
FA
235
FDx Advisors
Illinois
$298K
AIP
236
Ameritas Investment Partners
Nebraska
$294K
PI
237
PEAK6 Investments
Illinois
$292K +$292K +10,900 New
MA
238
Mutual Advisors
Nebraska
$291K +$291K +10,875 New
DT
239
Diversified Trust
Tennessee
$290K +$56K +2,089 +24%
Wolverine Trading
240
Wolverine Trading
Illinois
$286K +$286K +11,004 New
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$284K -$2.92K -109 -1%
DIM
242
DC Investments Management
Virginia
$278K +$278K +10,379 New
SO
243
STRS Ohio
Ohio
$278K -$82.9K -3,100 -23%
GCM
244
Gladius Capital Management
Illinois
$273K -$364K -13,569 -57%
SEC
245
Seven Eight Capital
New York
$266K +$266K +9,929 New
BC
246
Bridgefront Capital
Texas
$262K -$54.8K -2,047 -17%
BBHC
247
Brown Brothers Harriman & Co
New York
$261K -$24.2K -902 -8%
WCM
248
Wedge Capital Management
North Carolina
$258K +$258K +9,645 New
KAS
249
Kestra Advisory Services
Texas
$256K -$59.7K -2,227 -19%
PWM
250
Perigon Wealth Management
California
$250K -$292K -10,881 -54%