363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Credit Agricole
276
Credit Agricole
France
$128K +$128K +4,760 New
AAS
277
Ameritas Advisory Services
Nebraska
$120K +$120K +4,486 New
SPIA
278
Steward Partners Investment Advisory
New York
$112K
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$112K -$2.52M -94,260 -96%
EIM
280
Essex Investment Management
Massachusetts
$107K -$1.26K -47 -1%
C
281
Covestor
United Kingdom
$94K -$31.7K -1,180 -25%
EBA
282
Eagle Bay Advisors
New York
$88.1K -$11.8K -441 -12%
JIR
283
James Investment Research
Ohio
$85K +$61.9K +2,305 +269%
TRCT
284
Tower Research Capital (TRC)
New York
$74K +$49.4K +1,840 +201%
WT
285
Whittier Trust
California
$64.6K
PPC
286
Park Place Capital
Alabama
$55.2K
BC
287
Bartlett & Co
Ohio
$54K
BCWM
288
Bartlett & Co Wealth Management
Ohio
$53.6K
SWM
289
Spire Wealth Management
Virginia
$50.6K +$21.1K +787 +72%
NFSG
290
Newbridge Financial Services Group
Florida
$49K
ETC
291
Exchange Traded Concepts
Oklahoma
$45.8K +$45.8K +1,710 New
HIA
292
Harbor Investment Advisory
Maryland
$45.2K
S
293
SignatureFD
Georgia
$44.9K +$9.24K +345 +26%
TCOV
294
Trust Company of Vermont
Vermont
$42.9K
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K
FFA
296
Farther Finance Advisors
California
$40.1K +$40.1K +1,496 New
QL
297
Quarry LP
New York
$35.6K +$27.1K +1,012 +318%
VFA
298
Virtus Fund Advisers
Connecticut
$34.6K
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$34K +$17.2K +661 +103%
FCA
300
FinTrust Capital Advisors
South Carolina
$32.7K