373 hedge funds and large institutions have $3.84B invested in Box in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+51
Holders Change %
+15.84%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
80
Increased
108
Reduced
125
Closed
27
Calls
$51.2M
Puts
$21.7M
Net Calls
+$29.5M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TVAMP
276
Tennessee Valley Asset Management Partners
Tennessee
$228K +$228K +7,318 New
Truist Financial
277
Truist Financial
North Carolina
$217K +$217K +6,965 New
NA
278
NewEdge Advisors
Louisiana
$215K +$215K +6,901 New
BTI
279
Blue Trust Inc
Georgia
$210K +$102K +4,174 +94%
DWM
280
Dakota Wealth Management
Florida
$209K +$209K +6,711 New
MC
281
Moors & Cabot
Massachusetts
$206K +$206K +6,604 New
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$205K +$205K +6,587 New
SI
283
Stephens Inc
Arkansas
$196K -$3.39K -109 -2%
CFGS
284
Concourse Financial Group Securities
Alabama
$193K +$2.83K +91 +1%
State of Tennessee, Department of Treasury
285
State of Tennessee, Department of Treasury
Tennessee
$191K -$393K -12,633 -67%
Mitsubishi UFJ Asset Management
286
Mitsubishi UFJ Asset Management
Japan
$176K -$44.5K -1,422 -20%
WTC
287
WhitTier Trust Company
Nevada
$150K
C
288
Covestor
United Kingdom
$146K -$54.7K -1,751 -27%
JFG
289
Jefferies Financial Group
New York
$139K +$139K +4,479 New
SPIA
290
Steward Partners Investment Advisory
New York
$131K
EIM
291
Essex Investment Management
Massachusetts
$126K
EBA
292
Eagle Bay Advisors
New York
$116K +$27.7K +889 +31%
WT
293
Whittier Trust
California
$75K
NICM
294
Neo Ivy Capital Management
New York
$70K -$12.9K -414 -16%
AAM
295
Advisors Asset Management
Colorado
$69.9K +$841 +27 +1%
PMEF
296
Point72 Middle East FZE
United Arab Emirates
$68.1K +$68.1K +2,186 New
PPC
297
Park Place Capital
Alabama
$64K +$64K +2,061 New
BCWM
298
Bartlett & Co Wealth Management
Ohio
$62.3K
BC
299
Bartlett & Co
Ohio
$62K
Dimensional Fund Advisors
300
Dimensional Fund Advisors
Texas
$58.1K +$4.81K +154,557 +9%