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Box
BOX

Overview Fund Activity

343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$106M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.5M
3
Deutsche Bank
Deutsche Bank
Germany
$62.4M
4
BlackRock
BlackRock
New York
$408M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$64.8M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$5.7M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.46M
3
EARNEST Partners
EARNEST Partners
Georgia
$178M
4
ECM
ExodusPoint Capital Management
New York
$7.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
226
Sonoma Private Wealth
California
$316K +$316K +10,750 New
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$309K -$2.26K -77 -0.7%
DIM
228
DC Investments Management
Virginia
$305K – – –
Wolverine Trading
229
Wolverine Trading
Illinois
$296K -$27.1K -923 -8%
KAS
230
Kestra Advisory Services
Texas
$287K +$6.49K +221 +2%
BBHC
231
Brown Brothers Harriman & Co
New York
$286K – – –
LPL Financial
232
LPL Financial
California
$284K -$108K -3,676 -28%
AR
233
Advisory Research
Illinois
$267K -$950K -32,336 -78%
MML Investors Services
234
MML Investors Services
Massachusetts
$261K +$261K +8,893 New
AL
235
Aspiriant LLC
California
$259K – – –
IB
236
Intrust Bank
Kansas
$258K +$22.8K +776 +10%
Lazard Asset Management
237
Lazard Asset Management
New York
$254K -$7.58K -259 -3%
CIP
238
Convergence Investment Partners
Florida
$252K +$252K +8,571 New
FHB
239
First Hawaiian Bank
Hawaii
$249K +$249K +8,471 New
CWM
240
Cahaba Wealth Management
Georgia
$248K – – –
X
241
Xponance
Pennsylvania
$243K +$5.47K +186 +2%
Mariner
242
Mariner
Kansas
$239K +$239K +8,136 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$237K -$22.3K -759 -9%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$236K +$236K +8,023 New
RCWM
245
Royal Capital Wealth Management
Indiana
$234K – – –
MHR
246
Matthew Hamilton Rosenberg
$227K +$29 +1 +0%
Truist Financial
247
Truist Financial
North Carolina
$226K +$118 +4 +0.1%
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$225K +$4.64K +158 +2%
DWM
249
Dakota Wealth Management
Florida
$223K +$2.53K +86 +1%
GC
250
Guggenheim Capital
Illinois
$223K +$223K +7,592 New
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