330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
WTG
251
West Tower Group
Virginia
$74.1K -$9.73K -380 -12%
WT
252
Whittier Trust
California
$61.7K
SPIA
253
Steward Partners Investment Advisory
New York
$58.3K +$256 +10 +0.4%
BC
254
Bartlett & Co
Ohio
$52K
BCWM
255
Bartlett & Co Wealth Management
Ohio
$51.7K
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$48.4K -$59.2K -2,310 -55%
APM
257
a16z Perennial Management
California
$48K +$48K +1,874 New
NFSG
258
Newbridge Financial Services Group
Florida
$46.2K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$44.3K -$171K -6,676 -79%
Lazard Asset Management
260
Lazard Asset Management
New York
$43K -$197K -7,824 -82%
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$41K
TCOV
262
Trust Company of Vermont
Vermont
$41K
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$40.4K -$13.7K -535 -25%
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.4K
GJIA
265
Glass Jacobson Investment Advisors
Maryland
$35.9K
VFA
266
Virtus Fund Advisers
Connecticut
$33.1K
SOW
267
State of Wyoming
Wyoming
$29.2K +$29.2K +1,140 New
SWM
268
Spire Wealth Management
Virginia
$25.9K -$26.2K -1,000 -50%
NSIM
269
North Star Investment Management
Illinois
$25.6K
FBC
270
Fairfield, Bush & Co
Connecticut
$25.6K +$25.6K +1,000 New
CIA
271
Cape Investment Advisory
Georgia
$23.6K +$23.6K +920 New
BMC
272
Bear Mountain Capital
Washington
$22K +$22K +867 New
MSWM
273
McGlone Suttner Wealth Management
Wisconsin
$19.9K +$19.9K +777 New
FCA
274
FinTrust Capital Advisors
South Carolina
$18.3K -$11.5K -450 -39%
SWS
275
SYSTM Wealth Solutions
Illinois
$17.2K +$17.2K +671 New