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349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$156K -$13.6K -512 -8%
CFGS
252
Concourse Financial Group Securities
Alabama
$136K +$720 +27 +0.5%
PNC Financial Services Group
253
PNC Financial Services Group
Pennsylvania
$117K -$81.8K -3,070 -41%
GC
254
Globeflex Capital
California
$108K +$102K +3,844 +1,650%
AWM
255
Ameliora Wealth Management
Switzerland
$106K
KBC Group
256
KBC Group
Belgium
$105K +$23.2K +870 +28%
A
257
AlphaQuest
New York
$95.1K +$95.8K +3,596 New
C
258
Covestor
United Kingdom
$87K -$27.3K -1,026 -24%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$81.2K +$5.36K +201 +7%
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$69.5K +$16.8K +632 +32%
WT
261
Whittier Trust
California
$63.7K
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$52.9K +$53.3K +2,000 New
NFSG
263
Newbridge Financial Services Group
Florida
$47.7K
DekaBank Deutsche Girozentrale
264
DekaBank Deutsche Girozentrale
Germany
$41K
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.7K
QL
266
Quarry LP
New York
$37.5K +$28.9K +1,084 +325%
GJIA
267
Glass Jacobson Investment Advisors
Maryland
$37K
QCG
268
Quadrant Capital Group
Ohio
$35.3K +$10.8K +404 +43%
CFFP
269
Center for Financial Planning
Michigan
$33K
NSIM
270
North Star Investment Management
Illinois
$26.4K
SWM
271
Spire Wealth Management
Virginia
$26.4K +$267 +10 +1%
TWC
272
TD Waterhouse Canada
Ontario, Canada
$25.9K +$5.04K +189 +24%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$23K +$24K +900 New
BMC
274
Bear Mountain Capital
Washington
$22.7K
SWS
275
SYSTM Wealth Solutions
Illinois
$19.9K