324 hedge funds and large institutions have $3.09B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+5
Holders Change %
+1.57%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
45
Increased
97
Reduced
128
Closed
31
Calls
$51.7M
Puts
$16.3M
Net Calls
+$35.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
C
251
Covestor
United Kingdom
$153K -$126 -5 -0.1%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$140K +$35.4K +1,400 +34%
NICM
253
Neo Ivy Capital Management
New York
$140K +$140K +5,575 New
SM
254
SG3 Management
Puerto Rico
$126K
FBT
255
First Bank & Trust
South Dakota
$126K +$5.44K +216 +5%
WTC
256
WhitTier Trust Company
Nevada
$121K
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$109K
EIM
258
Essex Investment Management
Massachusetts
$102K +$102K +4,047 New
BTI
259
Blue Trust Inc
Georgia
$101K +$101K +3,489 New
SG Americas Securities
260
SG Americas Securities
New York
$100K -$277K -11,065 -74%
SPIA
261
Steward Partners Investment Advisory
New York
$100K -$30.1K -1,200 -23%
Walleye Trading
262
Walleye Trading
New York
$82K -$817K -32,422 -91%
AAM
263
Advisors Asset Management
Colorado
$81K +$81K +3,222 New
EBA
264
Eagle Bay Advisors
New York
$68.9K +$37.3K +1,485 +118%
EW
265
Evoke Wealth
California
$68K
SWM
266
SeaCrest Wealth Management
New York
$67K +$67K +2,661 New
WT
267
Whittier Trust
California
$61K
BCWM
268
Bartlett & Co Wealth Management
Ohio
$50.3K
BC
269
Bartlett & Co
Ohio
$50K
ACM
270
Aquatic Capital Management
Illinois
$48K +$48K +1,900 New
NFSG
271
Newbridge Financial Services Group
Florida
$46K -$5.88K -234 -11%
BCV
272
Banque Cantonale Vaudoise
Switzerland
$41K
IA
273
IFP Advisors
Florida
$40K
TCOV
274
Trust Company of Vermont
Vermont
$40K +$40K +1,600 New
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.7K -$6.29K -250 -14%