330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
SO
226
STRS Ohio
Ohio
$235K -$30.7K -1,200 -12%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$234K +$234K +9,145 New
AL
228
Aspiriant LLC
California
$225K -$6.94K -271 -3%
Corient Private Wealth
229
Corient Private Wealth
Florida
$222K +$222K +8,656 New
X
230
Xponance
Pennsylvania
$219K +$5.02K +196 +2%
CWM
231
Cahaba Wealth Management
Georgia
$216K
CCIA
232
Campbell & Co Investment Adviser
Maryland
$216K -$2.06M -80,531 -91%
State of Tennessee, Department of Treasury
233
State of Tennessee, Department of Treasury
Tennessee
$213K -$154K -6,026 -42%
SWP
234
Stratos Wealth Partners
Ohio
$209K +$209K +8,161 New
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$208K
Comerica Bank
236
Comerica Bank
Texas
$205K -$112K -4,367 -35%
MHR
237
Matthew Hamilton Rosenberg
$203K
TVAMP
238
Tennessee Valley Asset Management Partners
Tennessee
$185K +$185K +7,218 New
TC
239
Truvestments Capital
Florida
$163K -$15.7K -614 -9%
PA
240
Parallel Advisors
California
$159K -$45.9K -1,791 -22%
NICM
241
Neo Ivy Capital Management
New York
$156K +$156K +6,106 New
Mitsubishi UFJ Asset Management
242
Mitsubishi UFJ Asset Management
Japan
$154K +$19.5K +782 +14%
CFGS
243
Concourse Financial Group Securities
Alabama
$154K -$1.23K -48 -0.8%
BTI
244
Blue Trust Inc
Georgia
$149K +$21.7K +897 +17%
SI
245
Stephens Inc
Arkansas
$143K -$15.3K -596 -10%
Credit Agricole
246
Credit Agricole
France
$122K +$122K +4,760 New
EC
247
EntryPoint Capital
New York
$105K +$105K +4,101 New
AWM
248
Ameliora Wealth Management
Switzerland
$102K +$102K +4,000 New
C
249
Covestor
United Kingdom
$86K +$8.55K +337 +11%
KBC Group
250
KBC Group
Belgium
$80K