339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
251
Parallel Advisors
California
$174K -$2.32K -82 -1%
TC
252
Truvestments Capital
Florida
$165K -$15.5K -546 -9%
CFGS
253
Concourse Financial Group Securities
Alabama
$145K -$25.4K -897 -15%
C
254
Covestor
United Kingdom
$122K +$26.1K +924 +27%
TRCT
255
Tower Research Capital (TRC)
New York
$117K -$830K -29,291 -88%
AWM
256
Ameliora Wealth Management
Switzerland
$113K
Parallax Volatility Advisers
257
Parallax Volatility Advisers
California
$102K +$102K +3,614 New
KBC Group
258
KBC Group
Belgium
$88K
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$81.3K +$36.6K +1,293 +82%
WT
260
Whittier Trust
California
$68.2K
SOW
261
State of Wyoming
Wyoming
$65K +$32.7K +1,155 +101%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$56.6K
Nisa Investment Advisors
263
Nisa Investment Advisors
Missouri
$56.5K +$2.97K +105 +6%
APM
264
a16z Perennial Management
California
$53.1K
NFSG
265
Newbridge Financial Services Group
Florida
$51.1K
TCOV
266
Trust Company of Vermont
Vermont
$45.3K
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$45K
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.5K
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$39.6K
CFFP
270
Center for Financial Planning
Michigan
$35.4K +$35.4K +1,250 New
EC
271
EntryPoint Capital
New York
$33.4K -$82.7K -2,921 -71%
NSIM
272
North Star Investment Management
Illinois
$28.3K
SWM
273
Spire Wealth Management
Virginia
$28K
QCG
274
Quadrant Capital Group
Ohio
$26.4K +$25.1K +886 +1,969%
TWC
275
TD Waterhouse Canada
Ontario, Canada
$25.2K +$7.15K +225 +40%