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Box
BOX

Overview Fund Activity

339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

1
BlackRock
BlackRock
New York
$725M
2
Vanguard Group
Vanguard Group
Pennsylvania
$490M
3
State Street
State Street
Massachusetts
$162M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$40.9M
5
Principal Financial Group
Principal Financial Group
Iowa
$23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.7M
2
Citadel Advisors
Citadel Advisors
Florida
$12.6M
3
FCM
Freshford Capital Management
New York
$0
4
SIMG
Stephens Investment Management Group
Texas
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$268K +$93.5K +3,301 +54%
SPW
227
Sonoma Private Wealth
California
$264K +$264K +9,338 New
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$264K -$51.4K -1,815 -16%
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$261K +$261K +9,901 New
CGH
230
Crossmark Global Holdings
Texas
$253K +$253K +8,958 New
SG Americas Securities
231
SG Americas Securities
New York
$248K -$553K -19,507 -69%
AL
232
Aspiriant LLC
California
$246K -$2.78K -98 -1%
PTC
233
Petrus Trust Company
Texas
$244K -$555K -19,613 -69%
X
234
Xponance
Pennsylvania
$242K – – –
PCM
235
Penserra Capital Management
California
$239K +$239K +8,467 New
CWM
236
Cahaba Wealth Management
Georgia
$239K – – –
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$232K +$232K +8,185 New
MHR
238
Matthew Hamilton Rosenberg
$232K +$5.45K +191 +2%
William Blair & Company
239
William Blair & Company
Illinois
$232K -$3.05M -107,547 -93%
Mariner
240
Mariner
Kansas
$231K +$231K +8,162 New
CC
241
Cipher Capital
New York
$231K -$217K -7,651 -48%
AWS
242
Atria Wealth Solutions
New York
$230K -$49.6K -1,752 -18%
SAM
243
Shell Asset Management
Netherlands
$223K -$23.2K -879 -9%
Lazard Asset Management
244
Lazard Asset Management
New York
$221K +$173K +6,131 +358%
DTL
245
Dynamic Technology Lab
Singapore
$220K -$181K -6,377 -45%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$212K +$163K +5,771 +334%
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
$210K -$20K -706 -9%
IAN
248
Integrated Advisors Network
Texas
$200K +$200K +7,065 New
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$182K +$5.81K +205 +3%
CPBTD
250
Central Pacific Bank - Trust Division
Hawaii
$174K +$174K +6,100 New
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