279 hedge funds and large institutions have $2.54B invested in Box in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 95 increasing their positions, 75 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+28
Holders Change %
+11.16%
% of All Funds
5.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
62
Increased
95
Reduced
75
Closed
31
Calls
$32.6M
Puts
$44.1M
Net Calls
-$11.5M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
251
D'Orazio & Associates
Virginia
$10K +$10K +500 New
QT
252
Quantbot Technologies
New York
$10K +$10K +526 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$9K +$9K +425 New
ClearBridge Investments
254
ClearBridge Investments
New York
$8K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$8K
S
256
SignatureFD
Georgia
$8K +$1.31K +65 +20%
MI
257
Markston International
New York
$7K
CFG
258
Citizens Financial Group
Rhode Island
$6K
HIA
259
Harbor Investment Advisory
Maryland
$6K
CFGS
260
Concourse Financial Group Securities
Alabama
$6K +$3.92K +189 +189%
AIM
261
Anchor Investment Management
South Carolina
$5.5K +$5.5K +265 New
JCM
262
Jacobi Capital Management
Pennsylvania
$5K
CFB
263
Cullen/Frost Bankers
Texas
$4K
SSB
264
Sandy Spring Bank
Maryland
$4K
HI
265
Hudock Inc
Pennsylvania
$4K
TWA
266
TCI Wealth Advisors
Arizona
$4K
HFS
267
Hantz Financial Services
Michigan
$3K -$304K -13,081 -99%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$3K
GRP
269
Global Retirement Partners
California
$3K
HR
270
Howe & Rusling
New York
$3K +$3K +130 New
APA
271
American Portfolios Advisors
New York
$2.08K
BHWM
272
Bay Harbor Wealth Management
Maryland
$2K
PC
273
Permanens Capital
New York
$2K
JPLA
274
Joseph P. Lucia & Associates
New York
$2K
WCG
275
Weaver Consulting Group
California
$1K