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Box
BOX

Overview Fund Activity

389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.4M
2
CAM
Congress Asset Management
Massachusetts
$46.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$600M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$72.7M
5
Goldman Sachs
Goldman Sachs
New York
$34.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$43.4M
2
RC
RGM Capital
Florida
$144M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.7M
4
WAM
Weiss Asset Management
Massachusetts
$857K
5
Morgan Stanley
Morgan Stanley
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$341K -$26.4K -808 -7%
DIM
252
DC Investments Management
Virginia
$340K – – –
Fidelity Investments
253
Fidelity Investments
Massachusetts
$334K +$92.5K +2,827 +38%
Axa
254
Axa
France
$329K +$329K +10,066 New
BC
255
Brio Consultants
California
$327K +$327K +10,000 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$326K -$5.79K -177 -2%
BBHC
257
Brown Brothers Harriman & Co
New York
$323K +$4.26K +130 +1%
CIC
258
Cornercap Investment Counsel
Georgia
$312K -$291K -8,894 -48%
BHCM
259
Brevan Howard Capital Management
Jersey
$310K +$310K +9,463 New
WP
260
Woodline Partners
California
$306K +$306K +9,364 New
CC
261
Centiva Capital
New York
$304K +$304K +9,290 New
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$302K -$24.4K -746 -7%
CGH
263
Crossmark Global Holdings
Texas
$293K -$33 -1 -0%
BWP
264
Baldwin Wealth Partners
Massachusetts
$289K +$289K +8,827 New
SPW
265
Sonoma Private Wealth
California
$288K -$11.1K -338 -4%
AL
266
Aspiriant LLC
California
$282K +$1.15K +35 +0.4%
CWM
267
Cahaba Wealth Management
Georgia
$276K – – –
SRL
268
Scientech Research LLC
New Jersey
$271K +$271K +8,271 New
MML Investors Services
269
MML Investors Services
Massachusetts
$266K +$266K +8,127 New
MHR
270
Matthew Hamilton Rosenberg
$266K +$37.9K +1,159 +17%
IAN
271
Integrated Advisors Network
Texas
$264K +$1.7K +52 +0.7%
SAM
272
Shell Asset Management
Netherlands
$261K +$261K +7,982 New
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$260K +$1.28K +39 +0.5%
DFCM
274
Dark Forest Capital Management
Puerto Rico
$248K -$237K -7,235 -49%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$243K +$243K +7,416 New
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