343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
276
Bartlett & Co Wealth Management
Ohio
$58.8K
FFA
277
Farther Finance Advisors
California
$57.9K +$14K +475 +32%
Walleye Capital
278
Walleye Capital
New York
$56.8K +$56.8K +1,934 New
SWM
279
Spire Wealth Management
Virginia
$55.4K
NFSG
280
Newbridge Financial Services Group
Florida
$53K -$735 -25 -1%
HIA
281
Harbor Investment Advisory
Maryland
$49.6K
ETC
282
Exchange Traded Concepts
Oklahoma
$49.3K -$970 -33 -2%
TCOV
283
Trust Company of Vermont
Vermont
$47K
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K
GJIA
285
Glass Jacobson Investment Advisors
Maryland
$41.1K +$41.1K +1,400 New
S
286
SignatureFD
Georgia
$39K -$10.3K -349 -21%
VFA
287
Virtus Fund Advisers
Connecticut
$38K
PI
288
PineBridge Investments
New York
$36.2K +$36.2K +1,232 New
FCA
289
FinTrust Capital Advisors
South Carolina
$32.7K
NSIM
290
North Star Investment Management
Illinois
$29.4K
FBC
291
Fairfield, Bush & Co
Connecticut
$29.4K +$29.4K +1,000 New
US Bancorp
292
US Bancorp
Minnesota
$26.8K +$5.52K +188 +26%
AAM
293
Advisors Asset Management
Colorado
$25.4K -$2.62K -89 -9%
BTI
294
Blue Trust Inc
Georgia
$24K -$279K -10,397 -92%
HNB
295
Huntington National Bank
Ohio
$23.3K +$29 +1 +0.1%
MIFH
296
Migdal Insurance & Financial Holdings
Israel
$19K -$20.3K -673 -52%
EC
297
Elequin Capital
New York
$18.1K +$18.1K +615 New
FHA
298
First Horizon Advisors
Tennessee
$13.2K
UB
299
UMB Bank
Missouri
$11.7K
HIIFS
300
Harel Insurance Investments & Financial Services
Israel
$10K -$579 -19 -5%