324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$266K +$28.9K +1,195 +12%
DIM
227
DC Investments Management
Virginia
$251K
SO
228
STRS Ohio
Ohio
$251K -$48.3K -2,000 -16%
GAA
229
Green Alpha Advisors
Colorado
$239K -$333K -13,734 -58%
BBHC
230
Brown Brothers Harriman & Co
New York
$236K
FA
231
FDx Advisors
Illinois
$232K -$30.6K -1,264 -12%
Lazard Asset Management
232
Lazard Asset Management
New York
$230K +$20.6K +856 +10%
Wolverine Trading
233
Wolverine Trading
Illinois
$221K -$23.2K -959 -10%
MM
234
MQS Management
New York
$220K +$220K +9,078 New
AL
235
Aspiriant LLC
California
$220K +$6.46K +267 +3%
PAS
236
Park Avenue Securities
New York
$218K +$218K +9,001 New
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$214K +$19.3K +797 +10%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$212K +$16.5K +682 +8%
JF
239
Jump Financial
Illinois
$210K +$210K +8,658 New
CWM
240
Cahaba Wealth Management
Georgia
$204K
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$204K -$193K -7,974 -49%
X
242
Xponance
Pennsylvania
$202K +$1.99K +82 +1%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$197K +$10.7K +443 +6%
PA
244
Parallel Advisors
California
$194K +$29.2K +1,207 +18%
MHR
245
Matthew Hamilton Rosenberg
$192K +$4.53K +187 +2%
TC
246
Truvestments Capital
Florida
$169K -$14.9K -617 -8%
BTI
247
Blue Trust Inc
Georgia
$155K +$129K +4,375 +490%
SI
248
Stephens Inc
Arkansas
$150K -$2.81K -116 -2%
CFGS
249
Concourse Financial Group Securities
Alabama
$147K -$3.85K -159 -3%
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$131K -$6.97K -288 -5%