330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
276
Quarry LP
New York
$16.5K -$18.5K -722 -53%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$16.4K +$8.76K +302 +114%
MIFH
278
Migdal Insurance & Financial Holdings
Israel
$15K +$745 +29 +5%
S
279
SignatureFD
Georgia
$12.7K -$20.5K -800 -62%
UB
280
UMB Bank
Missouri
$10.2K -$1.41K -55 -12%
EBA
281
Eagle Bay Advisors
New York
$10K -$85.4K -3,337 -90%
ETC
282
Exchange Traded Concepts
Oklahoma
$8.17K +$8.17K +319 New
TFIPS
283
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.94K +$7.94K +310 New
FFA
284
Fairfield Financial Advisors
Massachusetts
$7.68K
GC
285
Globeflex Capital
California
$6.89K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$333 +13 +5%
SWA
287
SOA Wealth Advisors
New York
$5.12K
OA
288
Operose Advisors
Wisconsin
$5.12K
HFS
289
Hantz Financial Services
Michigan
$5K
GRP
290
Global Retirement Partners
California
$4.54K +$355 +14 +8%
SSB
291
Sandy Spring Bank
Maryland
$4.48K
PS
292
Principal Securities
Iowa
$3.94K +$3.94K +154 New
WT
293
Washington Trust
Rhode Island
$3.92K +$3.92K +153 New
FA
294
Financial Avengers
California
$3.84K
NMM
295
Naples Money Management
Florida
$3.79K +$3.79K +148 New
W
296
WealthCollab
Washington
$3.77K +$3.77K +147 New
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$3K -$5.13K -205 -63%
BGAI
298
Bruce G. Allen Investments
Colorado
$3K +$3K +117 New
CWC
299
Carolinas Wealth Consulting
North Carolina
$2.69K -$205 -8 -7%
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$2.61K