324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
251
CSS LLC
Illinois
$129K -$48.4K -2,000 -27%
Simplex Trading
252
Simplex Trading
Illinois
$107K +$107K +4,445 New
Nisa Investment Advisors
253
Nisa Investment Advisors
Missouri
$102K +$436 +18 +0.4%
EBA
254
Eagle Bay Advisors
New York
$90.3K +$17.7K +731 +24%
WTG
255
West Tower Group
Virginia
$79.3K -$44K -1,817 -36%
KBC Group
256
KBC Group
Belgium
$75K +$75K +3,113 New
C
257
Covestor
United Kingdom
$74K -$23.9K -986 -24%
TRCT
258
Tower Research Capital (TRC)
New York
$60.3K -$14.7K -606 -20%
WT
259
Whittier Trust
California
$58.3K
SPIA
260
Steward Partners Investment Advisory
New York
$54.9K -$46.7K -1,930 -46%
Pacer Advisors
261
Pacer Advisors
Pennsylvania
$51.1K +$1.7K +70 +3%
PPC
262
Park Place Capital
Alabama
$49.9K
BCWM
263
Bartlett & Co Wealth Management
Ohio
$48.4K
SWM
264
Spire Wealth Management
Virginia
$48.1K +$2.42K +100 +5%
BC
265
Bartlett & Co
Ohio
$48K
NFSG
266
Newbridge Financial Services Group
Florida
$43.7K
TCOV
267
Trust Company of Vermont
Vermont
$38.7K
DekaBank Deutsche Girozentrale
268
DekaBank Deutsche Girozentrale
Germany
$38K +$38K +1,583 New
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.3K
GJIA
270
Glass Jacobson Investment Advisors
Maryland
$33.9K
QL
271
Quarry LP
New York
$33K +$28.5K +1,179 +634%
S
272
SignatureFD
Georgia
$31.4K -$751 -31 -2%
VFA
273
Virtus Fund Advisers
Connecticut
$31.3K
FCA
274
FinTrust Capital Advisors
South Carolina
$28.2K +$2.78K +115 +11%
NSIM
275
North Star Investment Management
Illinois
$24.2K