303 hedge funds and large institutions have $3.08B invested in Box in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 90 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+17
Holders Change %
+5.94%
% of All Funds
5.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
64
Increased
90
Reduced
105
Closed
44
Calls
$236M
Puts
$74.3M
Net Calls
+$162M
Net Calls Change
+$155M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
276
Jacobi Capital Management
Pennsylvania
$5K
CWA
277
Clearview Wealth Advisors
Oregon
$5K +$5K +200 New
SSB
278
Sandy Spring Bank
Maryland
$4K
HI
279
Hudock Inc
Pennsylvania
$4K
GRP
280
Global Retirement Partners
California
$4K
VFA
281
Valeo Financial Advisors
Indiana
$3K -$50K -2,500 -94%
APWA
282
Atlas Private Wealth Advisors
New Jersey
$3K
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$3K
FA
284
Financial Avengers
California
$3K
S
285
SignatureFD
Georgia
$2K
PC
286
Permanens Capital
New York
$2K
FCA
287
FinTrust Capital Advisors
South Carolina
$2K
HI
288
Harbour Investments
Wisconsin
$2K +$2K +85 New
PWM
289
Prentice Wealth Management
New York
$2K +$2K +100 New
KFI
290
Key Financial Inc
Pennsylvania
$2K +$2K +100 New
AIG
291
American International Group
New York
$1.92K +$30 +1,323 +2%
Walleye Capital
292
Walleye Capital
New York
$1.02K -$3.44K -149,836 -77%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$1K -$39.7K -2,543 -98%
EWM
294
Edge Wealth Management
New York
$1K
LC
295
Lindbrook Capital
California
$1K +$1K +43 New
BBHC
296
Brown Brothers Harriman & Co
New York
$223 +$223 +9,725 New
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$135
WIM
298
Westside Investment Management
California
$9 -$16 -700 -64%
RIM
299
Ranger Investment Management
Texas
-$31.7M -1,756,286 Closed
BC
300
BIT Capital
Germany
-$5.87M -325,425 Closed