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325 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, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $51.7M | Put options by funds: $16.3M

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

2% more funds holding

Funds holding: 320325 (+5)

0.18% less ownership

Funds ownership: 85.05%84.87% (-0.18%)

11% less capital invested

Capital invested by funds: $3.48B → $3.09B (-$383M)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
325
Holders Change
+5
Holders Change %
+1.56%
% 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
98
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
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$155K +$100K +3,583 +139%
C
252
Covestor
United Kingdom
$153K -$140 -5 -0.1%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$140K +$39.1K +1,400 +34%
NICM
254
Neo Ivy Capital Management
New York
$140K +$156K +5,575 New
SM
255
SG3 Management
Puerto Rico
$126K
FBT
256
First Bank & Trust
South Dakota
$126K +$6.04K +216 +5%
WTC
257
WhitTier Trust Company
Nevada
$121K
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$109K
EIM
259
Essex Investment Management
Massachusetts
$102K +$113K +4,047 New
BTI
260
Blue Trust Inc
Georgia
$101K +$97.5K +3,489 New
SG Americas Securities
261
SG Americas Securities
New York
$100K -$309K -11,065 -74%
SPIA
262
Steward Partners Investment Advisory
New York
$100K -$33.5K -1,200 -23%
Walleye Trading
263
Walleye Trading
New York
$82K -$906K -32,422 -91%
AAM
264
Advisors Asset Management
Colorado
$81K +$90K +3,222 New
EBA
265
Eagle Bay Advisors
New York
$68.9K +$41.5K +1,485 +118%
EW
266
Evoke Wealth
California
$68K
SWM
267
SeaCrest Wealth Management
New York
$67K +$74.3K +2,661 New
WT
268
Whittier Trust
California
$61K
BCWM
269
Bartlett & Co Wealth Management
Ohio
$50.3K
BC
270
Bartlett & Co
Ohio
$50K
ACM
271
Aquatic Capital Management
Illinois
$48K +$53.1K +1,900 New
NFSG
272
Newbridge Financial Services Group
Florida
$46K -$6.54K -234 -11%
BCV
273
Banque Cantonale Vaudoise
Switzerland
$41K
IA
274
IFP Advisors
Florida
$40K
TCOV
275
Trust Company of Vermont
Vermont
$40K +$44.7K +1,600 New