363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$240K +$3.42K +128 +1%
Lazard Asset Management
252
Lazard Asset Management
New York
$239K -$42.6K -1,594 -15%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$236K +$59.6K +2,227 +34%
AL
254
Aspiriant LLC
California
$236K
NRD
255
Nebula Research & Development
New York
$231K +$231K +8,629 New
Corient Private Wealth
256
Corient Private Wealth
Florida
$231K +$3.35K +125 +1%
SFM
257
Systematic Financial Management
New Jersey
$230K +$230K +8,581 New
CWM
258
Cahaba Wealth Management
Georgia
$226K
B
259
Bellecapital
Switzerland
$224K +$224K +8,364 New
TC
260
Truvestments Capital
Florida
$224K -$95.8K -3,576 -30%
PA
261
Parallel Advisors
California
$222K -$150K -5,604 -40%
X
262
Xponance
Pennsylvania
$217K +$2.73K +102 +1%
IB
263
Intrust Bank
Kansas
$214K -$28.6K -1,069 -12%
RCWM
264
Royal Capital Wealth Management
Indiana
$213K
EMG
265
ETF Managers Group
New Jersey
$213K -$37.7K -1,409 -15%
MHR
266
Matthew Hamilton Rosenberg
$207K
Truist Financial
267
Truist Financial
North Carolina
$206K +$19.2K +718 +10%
MLICM
268
Metropolitan Life Insurance Company (MetLife)
New York
$201K -$35K -1,307 -15%
DWM
269
Dakota Wealth Management
Florida
$201K +$21.6K +805 +12%
KI
270
Kapitalo Investimentos
Brazil
$200K +$200K +7,453 New
Group One Trading
271
Group One Trading
Illinois
$193K +$193K +7,211 New
SI
272
Stephens Inc
Arkansas
$169K +$134 +5 +0.1%
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$168K +$168K +6,286 New
Mitsubishi UFJ Asset Management
274
Mitsubishi UFJ Asset Management
Japan
$167K +$15.8K +588 +10%
CFGS
275
Concourse Financial Group Securities
Alabama
$157K -$9.94K -371 -6%