We are live on ! Find out more

349 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, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$297K +$14.9K +558 +5%
Corient Private Wealth
227
Corient Private Wealth
Florida
$296K -$22.2K -832 -7%
SWP
228
Stratos Wealth Partners
Ohio
$287K +$11.9K +446 +4%
USAA
229
United Services Automobile Association
Texas
$286K
DIM
230
DC Investments Management
Virginia
$274K
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$268K -$9.41K -353 -3%
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$264K -$39.8K -1,495 -13%
BBHC
233
Brown Brothers Harriman & Co
New York
$257K
National Bank of Canada
234
National Bank of Canada
Quebec, Canada
$257K -$4.69K -176 -2%
SPW
235
Sonoma Private Wealth
California
$242K -$5.36K -201 -2%
CGH
236
Crossmark Global Holdings
Texas
$236K -$826 -31 -0.3%
X
237
Xponance
Pennsylvania
$235K +$9.06K +340 +4%
PD
238
Point72 (DIFC)
United Arab Emirates
$234K +$236K +8,840 New
AL
239
Aspiriant LLC
California
$227K -$2.98K -112 -1%
SO
240
STRS Ohio
Ohio
$225K -$32K -1,200 -12%
CWM
241
Cahaba Wealth Management
Georgia
$223K
IAN
242
Integrated Advisors Network
Texas
$212K +$24.9K +935 +13%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$209K -$7.33K -275 -3%
OQS
244
Occudo Quantitative Strategies
Florida
$207K +$209K +7,839 New
Fidelity Investments
245
Fidelity Investments
Massachusetts
$195K -$194K -7,268 -50%
MHR
246
Matthew Hamilton Rosenberg
$184K -$30.9K -1,159 -14%
CPBTD
247
Central Pacific Bank - Trust Division
Hawaii
$182K +$21.3K +800 +13%
CA
248
Clearstead Advisors
Ohio
$176K +$175K +6,583 +10,972%
NC
249
nVerses Capital
Florida
$169K +$171K +6,400 New
PA
250
Parallel Advisors
California
$163K +$1.09K +41 +0.7%