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395 hedge funds and large institutions have $4.66B invested in Box in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,249% more call options, than puts

Call options by funds: $319M | Put options by funds: $23.6M

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $3.68B → $4.66B (+$975M)

13% more funds holding

Funds holding: 349395 (+46)

3.64% more ownership

Funds ownership: 95.74%99.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
395
Holders Change
+46
Holders Change %
+13.18%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
116
Reduced
134
Closed
30
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
226
CWA Asset Management Group
Florida
$486K +$434K +14,859 New
CCM
227
Coldstream Capital Management
Washington
$476K +$49.3K +1,690 +13%
UWS
228
Unique Wealth Strategies
Illinois
$476K +$424K +14,541 New
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$475K
FMI
230
F/M Investments
District of Columbia
$473K -$1.81K -62 -0.4%
AIP
231
Ameritas Investment Partners
Nebraska
$460K
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$459K -$60.5K -2,073 -13%
SCA
233
STALEY CAPITAL ADVISERS
Pennsylvania
$458K
Osaic Holdings
234
Osaic Holdings
Arizona
$456K +$75.9K +2,601 +23%
Walleye Trading
235
Walleye Trading
New York
$449K +$399K +13,671 +29,720%
PA
236
Profund Advisors
Maryland
$447K -$74.1K -2,540 -16%
X
237
Xponance
Pennsylvania
$446K +$138K +4,741 +53%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$440K +$44.6K +1,530 +13%
HC
239
Henshaw Capital
Massachusetts
$435K -$120K -4,123 -24%
DT
240
Diversified Trust
Tennessee
$432K -$402K -13,775 -51%
I
241
InceptionR
California
$427K +$381K +13,058 New
GC
242
Guggenheim Capital
Illinois
$427K -$15K -515 -4%
BHPW
243
Beverly Hills Private Wealth
California
$415K -$85.7K -2,936 -19%
GS
244
GTS Securities
New York
$411K -$5.51K -189 -1%
TSS
245
Two Sigma Securities
New York
$398K +$355K +12,168 New
RAM
246
Resona Asset Management
Japan
$397K
LSA
247
Leonteq Securities AG
Switzerland
$391K +$8.87K +304 +3%
HF
248
HRT Financial
New York
$383K -$1.92M -65,876 -85%
MC
249
Matisse Capital
Oregon
$376K +$336K +11,500 New
KAS
250
Kestra Advisory Services
Texas
$367K -$25.6K -877 -7%