343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
251
Truvestments Capital
Florida
$223K -$22.3K -760 -9%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$219K -$44.5K -1,514 -17%
CL
253
CSS LLC
Illinois
$216K -$476K -16,200 -69%
TVAMP
254
Tennessee Valley Asset Management Partners
Tennessee
$215K +$215K +7,318 New
TI
255
TTP Investments
California
$213K +$213K +7,253 New
MC
256
Moors & Cabot
Massachusetts
$202K +$202K +6,890 New
PA
257
Parallel Advisors
California
$200K -$43.4K -1,477 -18%
SI
258
Stephens Inc
Arkansas
$185K
CFGS
259
Concourse Financial Group Securities
Alabama
$183K +$11.5K +393 +7%
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$168K -$15K -510 -8%
WTG
261
West Tower Group
Virginia
$150K +$150K +5,092 New
Credit Agricole
262
Credit Agricole
France
$140K
CMF
263
Counterpoint Mutual Funds
California
$127K +$127K +4,319 New
SPIA
264
Steward Partners Investment Advisory
New York
$123K
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$123K
C
266
Covestor
United Kingdom
$119K +$16K +543 +16%
NICM
267
Neo Ivy Capital Management
New York
$94K +$94K +3,183 New
TRCT
268
Tower Research Capital (TRC)
New York
$91K +$10.1K +343 +12%
EBA
269
Eagle Bay Advisors
New York
$88K -$8.52K -290 -9%
CCP
270
Carmel Capital Partners
California
$76.4K +$76.4K +2,600 New
WT
271
Whittier Trust
California
$70.8K
CG
272
Cutler Group
California
$64K +$62.5K +2,147 +4,051%
PPC
273
Park Place Capital
Alabama
$60.6K
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$60K +$60K +2,041 New
BC
275
Bartlett & Co
Ohio
$59K