324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
276
Huntington National Bank
Ohio
$21.7K +$2.52K +104 +13%
NS
277
NBC Securities
Alabama
$20K +$20K +866 New
US Bancorp
278
US Bancorp
Minnesota
$16.9K -$5.21K -215 -24%
MIFH
279
Migdal Insurance & Financial Holdings
Israel
$14K -$1.92K -76 -12%
UB
280
UMB Bank
Missouri
$10.9K +$1.33K +55 +14%
TWC
281
TD Waterhouse Canada
Ontario, Canada
$8.96K +$406 +12 +5%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$8K
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$7.42K
FFA
284
Fairfield Financial Advisors
Massachusetts
$7.26K
HIIFS
285
Harel Insurance Investments & Financial Services
Israel
$7K -$757 -32 -10%
GC
286
Globeflex Capital
California
$6.51K
CFB
287
Cullen/Frost Bankers
Texas
$6.49K
FFA
288
Farther Finance Advisors
California
$6.1K -$41.6K -1,719 -87%
CCA
289
Column Capital Advisors
Indiana
$6.05K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$5.74K
HFS
291
Hantz Financial Services
Michigan
$5K -$1.7K -67 -25%
HWA
292
HHM Wealth Advisors
Tennessee
$4.99K
OA
293
Operose Advisors
Wisconsin
$4.84K
SWA
294
SOA Wealth Advisors
New York
$4.84K
SSB
295
Sandy Spring Bank
Maryland
$4.24K
GRP
296
Global Retirement Partners
California
$4.1K
FA
297
Financial Avengers
California
$3.63K
CA
298
Clearstead Advisors
Ohio
$2.91K +$1.45K +60 +100%
CWC
299
Carolinas Wealth Consulting
North Carolina
$2.81K -$25 -1 -0.9%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$2.47K +$1.67K +69 +209%