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Box
BOX

Overview Fund Activity

347 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
125
Reduced
112
Closed
40
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$42.2M
2
WAM
Weiss Asset Management
Massachusetts
+$17.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$16.4M
4
Jane Street
Jane Street
New York
+$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.88M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$32.4M
2
Macquarie Group
Macquarie Group
Australia
-$23.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$18.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$287K +$11.8K +446 +4%
USAA
227
United Services Automobile Association
Texas
$286K – – –
DIM
228
DC Investments Management
Virginia
$274K – – –
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$268K -$9.33K -353 -3%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$264K -$39.6K -1,495 -13%
BBHC
231
Brown Brothers Harriman & Co
New York
$257K – – –
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$257K -$4.65K -176 -2%
SPW
233
Sonoma Private Wealth
California
$242K -$5.31K -201 -2%
CGH
234
Crossmark Global Holdings
Texas
$236K -$820 -31 -0.3%
X
235
Xponance
Pennsylvania
$235K +$8.99K +340 +4%
PD
236
Point72 (DIFC)
United Arab Emirates
$234K +$234K +8,840 New
AL
237
Aspiriant LLC
California
$227K -$2.96K -112 -1%
SO
238
STRS Ohio
Ohio
$225K -$31.7K -1,200 -12%
CWM
239
Cahaba Wealth Management
Georgia
$223K – – –
IAN
240
Integrated Advisors Network
Texas
$212K +$24.7K +935 +13%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$209K -$7.27K -275 -3%
OQS
242
Occudo Quantitative Strategies
Florida
$207K +$207K +7,839 New
Fidelity Investments
243
Fidelity Investments
Massachusetts
$195K -$192K -7,268 -50%
MHR
244
Matthew Hamilton Rosenberg
$184K -$30.6K -1,159 -14%
CPBTD
245
Central Pacific Bank - Trust Division
Hawaii
$182K +$21.2K +800 +13%
CA
246
Clearstead Advisors
Ohio
$176K +$174K +6,583 +10,972%
NC
247
nVerses Capital
Florida
$169K +$169K +6,400 New
PA
248
Parallel Advisors
California
$163K +$1.08K +41 +0.7%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$156K -$13.5K -512 -8%
CFGS
250
Concourse Financial Group Securities
Alabama
$136K +$714 +27 +0.5%
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