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Box
BOX

Overview Fund Activity

394 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
152
Reduced
125
Closed
47
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$54.5M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$50.9M
3
UBS Group
UBS Group
Switzerland
+$49.8M
4
JAM
Jupiter Asset Management
United Kingdom
+$24.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$23.7M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$43.4M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$41.1M
3
RC
RGM Capital
Florida
-$31M
4
SM
Sunriver Management
Connecticut
-$19.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$312K +$20.8K +659 +7%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$312K -$2.72K -86 -0.9%
BBHC
253
Brown Brothers Harriman & Co
New York
$312K – – –
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$309K -$21.1K -668 -6%
SPW
255
Sonoma Private Wealth
California
$308K +$29.7K +941 +11%
GAM
256
Gotham Asset Management
New York
$307K +$307K +9,730 New
MML Investors Services
257
MML Investors Services
Massachusetts
$305K +$47.9K +1,515 +19%
CIC
258
Cornercap Investment Counsel
Georgia
$301K – – –
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$301K -$38K -1,204 -11%
QC
260
Quantessence Capital
New York
$299K +$299K +9,472 New
PWG
261
Portside Wealth Group
Utah
$298K +$298K +9,441 New
Fidelity Investments
262
Fidelity Investments
Massachusetts
$292K -$30.1K -951 -9%
QCM
263
Quantinno Capital Management
New York
$289K +$289K +9,139 New
BAM
264
Blueshift Asset Management
New Jersey
$288K +$288K +9,119 New
AL
265
Aspiriant LLC
California
$286K +$13.5K +427 +5%
CGH
266
Crossmark Global Holdings
Texas
$282K -$316 -10 -0.1%
VT
267
Vise Technologies
New York
$270K +$75K +2,372 +38%
CWM
268
Cahaba Wealth Management
Georgia
$267K – – –
XT
269
XTX Topco
Cayman Islands
$267K -$934K -29,568 -78%
Lido Advisors
270
Lido Advisors
California
$264K +$61.9K +1,960 +31%
CC
271
Centiva Capital
New York
$258K -$35.6K -1,126 -12%
HWM
272
Hohimer Wealth Management
Washington
$257K +$31.3K +990 +14%
MHR
273
Matthew Hamilton Rosenberg
$255K -$1.58K -50 -0.6%
SAM
274
Shell Asset Management
Netherlands
$252K – – –
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$252K +$32.5K +1,027 +15%
9 10
11
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