322 hedge funds and large institutions have $3B invested in Box in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
38
Increased
125
Reduced
105
Closed
38
Calls
$29.7M
Puts
$18.8M
Net Calls
+$10.9M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
276
Hudock Inc
Pennsylvania
$17K
DFCM
277
Dark Forest Capital Management
Puerto Rico
$15K +$15K +625 New
HIIFS
278
Harel Insurance Investments & Financial Services
Israel
$13K -$847 -35 -6%
SSC
279
Syverson Strege & Co
Iowa
$13K
TWA
280
TCI Wealth Advisors
Arizona
$13K +$120 +5 +0.9%
UB
281
UMB Bank
Missouri
$11K +$11K +454 New
EWA
282
EverSource Wealth Advisors
Alabama
$10K +$10K +403 New
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$8K +$5K +217 +167%
FFA
284
Fairfield Financial Advisors
Massachusetts
$7.32K
HFS
285
Hantz Financial Services
Michigan
$7K -$2.5K -106 -26%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$7K
GC
287
Globeflex Capital
California
$7K
CCA
288
Column Capital Advisors
Indiana
$6K
HMS
289
Hanseatic Management Services
New Mexico
$6K
PMFA
290
Plante Moran Financial Advisors
Michigan
$6K +$6K +241 New
CFB
291
Cullen/Frost Bankers
Texas
$5K
GRP
292
Global Retirement Partners
California
$5K
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.98K +79 +65%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$4.7K -$615 -23,685 -12%
SSB
295
Sandy Spring Bank
Maryland
$4K
FA
296
Financial Avengers
California
$4K
SWA
297
SOA Wealth Advisors
New York
$4K
CWC
298
Carolinas Wealth Consulting
North Carolina
$3K
RDIA
299
RE Dickinson Investment Advisors
Iowa
$2K
BIA
300
Bell Investment Advisors
California
$2K