373 hedge funds and large institutions have $3.84B invested in Box in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+51
Holders Change %
+15.84%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
80
Increased
108
Reduced
125
Closed
27
Calls
$51.2M
Puts
$21.7M
Net Calls
+$29.5M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
251
PVG Asset Management
Colorado
$300K +$300K +9,653 New
FA
252
FDx Advisors
Illinois
$298K
EMG
253
ETF Managers Group
New Jersey
$291K +$41.1K +1,320 +16%
CMF
254
Counterpoint Mutual Funds
California
$284K +$284K +9,110 New
IB
255
Intrust Bank
Kansas
$282K +$282K +9,066 New
JF
256
Joule Financial
Kentucky
$280K +$280K +9,005 New
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$278K +$5.35K +172 +2%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$275K -$1.37K -44 -0.5%
MLICM
259
Metropolitan Life Insurance Company (MetLife)
New York
$275K +$12.7K +408 +5%
AIM
260
Aigen Investment Management
New York
$274K +$274K +8,806 New
AL
261
Aspiriant LLC
California
$274K +$6.66K +214 +2%
DT
262
Diversified Trust
Tennessee
$272K
APP
263
Alpha Paradigm Partners
Illinois
$272K +$272K +8,723 New
EAM
264
Erste Asset Management
Austria
$267K +$267K +8,800 New
Corient Private Wealth
265
Corient Private Wealth
Florida
$265K +$265K +8,500 New
CWM
266
Cahaba Wealth Management
Georgia
$263K
LCM
267
Legato Capital Management
California
$253K +$253K +8,120 New
X
268
Xponance
Pennsylvania
$249K +$249K +7,993 New
RCWM
269
Royal Capital Wealth Management
Indiana
$247K +$247K +7,950 New
Creative Planning
270
Creative Planning
Kansas
$243K +$243K +7,821 New
MHR
271
Matthew Hamilton Rosenberg
$241K
TI
272
TTP Investments
California
$240K +$240K +7,714 New
FRM
273
Fox Run Management
Connecticut
$238K -$392K -12,579 -62%
MML Investors Services
274
MML Investors Services
Massachusetts
$235K +$235K +7,545 New
ZCM
275
Ziegler Capital Management
Illinois
$235K +$235K +7,534 New