303 hedge funds and large institutions have $3.08B invested in Box in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 90 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+17
Holders Change %
+5.94%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
64
Increased
90
Reduced
105
Closed
44
Calls
$236M
Puts
$74.3M
Net Calls
+$162M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Shares
Change %
NICM
251
Neo Ivy Capital Management
New York
$42K -$207K -8,972 -83%
AAM
252
Advisors Asset Management
Colorado
$41K +$17.3K +756 +73%
SO
253
STRS Ohio
Ohio
$39K
BCV
254
Banque Cantonale Vaudoise
Switzerland
$38K -$267K -11,580 -88%
TCOV
255
Trust Company of Vermont
Vermont
$37K
Fidelity Investments
256
Fidelity Investments
Massachusetts
$35K +$31.5K +1,369 +907%
US Bancorp
257
US Bancorp
Minnesota
$32K -$853 -38 -3%
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$31K -$14K -612 -31%
MLFP
259
MPS Loria Financial Planners
Illinois
$28K
QT
260
Quantbot Technologies
New York
$27K +$27K +1,200 New
NSIM
261
North Star Investment Management
Illinois
$23K
OIA
262
Optimum Investment Advisors
Illinois
$23K +$23K +1,000 New
Baillie Gifford & Co
263
Baillie Gifford & Co
United Kingdom
$22K -$809 -36 -4%
GWM
264
Geneos Wealth Management
Colorado
$19K -$13K -616 -41%
HIA
265
Harbor Investment Advisory
Maryland
$18K
IAIM
266
International Assets Investment Management
Florida
$18K
HCP
267
Hexagon Capital Partners
Arkansas
$16K
APA
268
American Portfolios Advisors
New York
$15.2K +$12.9K +562 +562%
SSC
269
Syverson Strege & Co
Iowa
$13K
CFGS
270
Concourse Financial Group Securities
Alabama
$11K +$1.84K +78 +20%
MI
271
Markston International
New York
$8K
TWA
272
TCI Wealth Advisors
Arizona
$8K +$3.62K +165 +83%
SWM
273
Spire Wealth Management
Virginia
$7K +$7K +325 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$6K -$521K -21,691 -99%
CFB
275
Cullen/Frost Bankers
Texas
$5K