280 hedge funds and large institutions have $3.3B invested in Box in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-23
Holders Change %
-7.59%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
35
Increased
95
Reduced
106
Closed
56
Calls
$152M
Puts
$150M
Net Calls
+$2.12M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
251
Jacobi Capital Management
Pennsylvania
$6K
CCA
252
Column Capital Advisors
Indiana
$6K +$6K +250 New
HMS
253
Hanseatic Management Services
New Mexico
$6K +$6K +253 New
CFB
254
Cullen/Frost Bankers
Texas
$5K
HI
255
Hudock Inc
Pennsylvania
$5K
SSB
256
Sandy Spring Bank
Maryland
$4K
GRP
257
Global Retirement Partners
California
$4K
APWA
258
Atlas Private Wealth Advisors
New Jersey
$4K
FA
259
Financial Avengers
California
$4K
SWM
260
Spire Wealth Management
Virginia
$3K -$4.8K -200 -62%
PC
261
Permanens Capital
New York
$3K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$3K
S
263
SignatureFD
Georgia
$3K +$429 +18 +17%
Walleye Capital
264
Walleye Capital
New York
$2.8K +$1.66K +65,082 +147%
AIG
265
American International Group
New York
$2.11K -$27 -1,052 -1%
PWM
266
Prentice Wealth Management
New York
$2K -$667 -25 -25%
KFI
267
Key Financial Inc
Pennsylvania
$2K
FCA
268
FinTrust Capital Advisors
South Carolina
$2K
CA
269
Clearstead Advisors
Ohio
$2K +$1.33K +40 +200%
EWM
270
Edge Wealth Management
New York
$1K
LC
271
Lindbrook Capital
California
$1K
AWA
272
Arkadios Wealth Advisors
Georgia
$1K
EL
273
EMFO LLC
Florida
$1K +$1K +21 New
SIS
274
Sound Income Strategies
Florida
$1K +$1K +40 New
BBHC
275
Brown Brothers Harriman & Co
New York
$249 +3 +0%