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349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
276
Larson Financial Group
Missouri
$17.4K +$17.6K +659 New
FFA
277
Farther Finance Advisors
California
$16.5K -$5.86K -220 -26%
SIS
278
Strategic Investment Solutions
Illinois
$14.9K +$17.3K +650 New
GI
279
GAMMA Investing
California
$14.5K +$10.9K +410 +293%
NA
280
NewEdge Advisors
Louisiana
$13.2K -$360K -13,496 -96%
CA
281
CoreCap Advisors
Michigan
$13.2K
GJWM
282
Gilliland Jeter Wealth Management
Arkansas
$12.9K
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$11K -$4.74K -178 -30%
CFM
284
Catalyst Funds Management
Australia
$10.6K +$10.7K +400 New
Barrow, Hanley, Mewhinney & Strauss
285
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.25K +$9.33K +350 New
LC
286
Lindbrook Capital
California
$8.91K +$8.98K +337 New
FFA
287
Fairfield Financial Advisors
Massachusetts
$7.93K +$8K +300 New
LIA
288
Lynx Investment Advisory
District of Columbia
$7.93K +$8K +300 New
MSG
289
Main Street Group
Virginia
$7.92K
SAM
290
Smartleaf Asset Management
Massachusetts
$7.32K +$7.44K +279 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$7.22K +$7.28K +273 New
EBA
292
Eagle Bay Advisors
New York
$6.61K -$4K -150 -38%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.2K -45 -16%
TCOV
294
Trust Company of Vermont
Vermont
$5.29K -$37.3K -1,400 -88%
FCA
295
FinTrust Capital Advisors
South Carolina
$5.29K
OA
296
Operose Advisors
Wisconsin
$5.29K
TSMHT
297
Thurston Springer Miller Herd & Titak
Indiana
$5.29K +$5.33K +200 New
AWM
298
Avior Wealth Management
Nebraska
$4.97K -$12.8K -481 -72%
GRP
299
Global Retirement Partners
California
$4.73K
WT
300
Washington Trust
Rhode Island
$4.71K +$666 +25 +16%