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325 hedge funds and large institutions have $3.09B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $51.7M | Put options by funds: $16.3M

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

2% more funds holding

Funds holding: 320325 (+5)

0.18% less ownership

Funds ownership: 85.05%84.87% (-0.18%)

11% less capital invested

Capital invested by funds: $3.48B → $3.09B (-$383M)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
45
Increased
98
Reduced
128
Closed
31
Calls
$51.7M
Puts
$16.3M
Net Calls
+$35.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.7K -$6.99K -250 -14%
AS
277
Altshuler Shaham
Israel
$36K -$10.4K -373 -20%
S
278
SignatureFD
Georgia
$34K -$1.45K -52 -4%
HIA
279
Harbor Investment Advisory
Maryland
$32K +$13.5K +483 +61%
SWM
280
Spire Wealth Management
Virginia
$28K
FCA
281
FinTrust Capital Advisors
South Carolina
$28K +$4.67K +167 +20%
Baillie Gifford & Co
282
Baillie Gifford & Co
United Kingdom
$25K
NSIM
283
North Star Investment Management
Illinois
$25K
FBC
284
Fairfield, Bush & Co
Connecticut
$25K +$27.9K +1,000 New
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$20K -$7.29K -261 -25%
US Bancorp
286
US Bancorp
Minnesota
$18K
HI
287
Hudock Inc
Pennsylvania
$17K
HIIFS
288
Harel Insurance Investments & Financial Services
Israel
$14K -$8.19K -293 -34%
SSC
289
Syverson Strege & Co
Iowa
$14K
TWA
290
TCI Wealth Advisors
Arizona
$14K
RTC
291
Riverview Trust Company
Washington
$14K +$15.1K +541 New
HFS
292
Hantz Financial Services
Michigan
$10K -$1.98K -71 -15%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$8K
FFA
294
Fairfield Financial Advisors
Massachusetts
$7.54K
GC
295
Globeflex Capital
California
$7K +$5.11K +183 +213%
CCA
296
Column Capital Advisors
Indiana
$6K
HMS
297
Hanseatic Management Services
New Mexico
$6K
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$5.48K +$779K +27,896 +16%
CFB
299
Cullen/Frost Bankers
Texas
$5K -$475 -17 -8%
SWA
300
SOA Wealth Advisors
New York
$5K