322 hedge funds and large institutions have $3B invested in Box in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
38
Increased
125
Reduced
105
Closed
38
Calls
$29.7M
Puts
$18.8M
Net Calls
+$10.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EIM
251
Essex Investment Management
Massachusetts
$99K
CG
252
Cutler Group
California
$96K -$269K -11,085 -74%
EBA
253
Eagle Bay Advisors
New York
$69K +$2.43K +100 +4%
EW
254
Evoke Wealth
California
$66K
NICM
255
Neo Ivy Capital Management
New York
$65K -$71.3K -2,917 -52%
WT
256
Whittier Trust
California
$59K
AAM
257
Advisors Asset Management
Colorado
$54K -$24.4K -1,003 -31%
BC
258
Bartlett & Co
Ohio
$49K
BCWM
259
Bartlett & Co Wealth Management
Ohio
$48.8K
NFSG
260
Newbridge Financial Services Group
Florida
$45K
IA
261
IFP Advisors
Florida
$41K +$1.07K +39 +3%
HIA
262
Harbor Investment Advisory
Maryland
$41K +$10K +412 +32%
BCV
263
Banque Cantonale Vaudoise
Switzerland
$40K
TCOV
264
Trust Company of Vermont
Vermont
$39K
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.6K
S
266
SignatureFD
Georgia
$33K -$415 -17 -1%
AS
267
Altshuler Shaham
Israel
$32K -$4.25K -170 -12%
FCA
268
FinTrust Capital Advisors
South Carolina
$29K +$1.27K +46 +5%
SWM
269
Spire Wealth Management
Virginia
$27K
NSIM
270
North Star Investment Management
Illinois
$24K
MA
271
MUFG Americas
New York
$24K +$24K +1,000 New
Baillie Gifford & Co
272
Baillie Gifford & Co
United Kingdom
$23K -$1.37K -55 -6%
HNB
273
Huntington National Bank
Ohio
$19K +$19K +759 New
MIFH
274
Migdal Insurance & Financial Holdings
Israel
$18K -$1.58K -64 -8%
US Bancorp
275
US Bancorp
Minnesota
$18K +$1.29K +54 +8%