276 hedge funds and large institutions have $2.23B invested in Box in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 66 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
6.32%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
57
Increased
112
Reduced
66
Closed
50
Calls
$41.9M
Puts
$80M
Net Calls
-$38.1M
Net Calls Change
-$28.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
251
JNBA Financial Advisors
Minnesota
$13K +$13K +525 New
AOWM
252
Alpha Omega Wealth Management
Virginia
$13K +$13K +525 New
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$11K
KJWM
254
Kiley Juergens Wealth Management
Washington
$11K
MI
255
Markston International
New York
$8K +$2.29K +100 +40%
GSC
256
G&S Capital
Colorado
$7K
APP
257
Avantax Planning Partners
Iowa
$7K +$7K +275 New
FHB
258
First Hawaiian Bank
Hawaii
$7K +$7K +300 New
WCM
259
Whitener Capital Management
North Carolina
$7K +$7K +300 New
PAI
260
Pittenger & Anderson Inc
Nebraska
$6K
HR
261
Howe & Rusling
New York
$6K +$4.77K +193 +386%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +250 New
NSIM
263
North Star Investment Management
Illinois
$5K
TWA
264
TCI Wealth Advisors
Arizona
$5K
CFGS
265
Concourse Financial Group Securities
Alabama
$5K +$5K +225 New
SSB
266
Sandy Spring Bank
Maryland
$4K
GRP
267
Global Retirement Partners
California
$4K
HI
268
Hudock Inc
Pennsylvania
$4K +$663 +34 +20%
LWA
269
Lowe Wealth Advisors
Maryland
$4K +$4K +151 New
MA
270
MCF Advisors
Kentucky
$4K +$4K +152 New
RE
271
RBC Europe
United Kingdom
$3.18K +$3.18K +133 New
WEC
272
Winslow Evans & Crocker
Massachusetts
$2K
FANJ
273
Financial Architects (New Jersey)
New Jersey
$2K
TC
274
Truvestments Capital
Florida
$2K +$2K +100 New
AAP
275
Arax Advisory Partners
Colorado
$2K +$2K +100 New