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Box
BOX

Overview Fund Activity

389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.4M
2
CAM
Congress Asset Management
Massachusetts
$46.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$600M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$72.7M
5
Goldman Sachs
Goldman Sachs
New York
$34.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$43.4M
2
RC
RGM Capital
Florida
$144M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.7M
4
WAM
Weiss Asset Management
Massachusetts
$857K
5
Morgan Stanley
Morgan Stanley
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$236K -$82.3K -2,515 -26%
HWM
277
Hohimer Wealth Management
Washington
$233K -$233K -7,112 -50%
PCM
278
Penserra Capital Management
California
$228K -$500K -15,276 -69%
Pacer Advisors
279
Pacer Advisors
Pennsylvania
$227K +$127K +3,877 +126%
ECM
280
Evergreen Capital Management
Washington
$223K +$223K +6,811 New
TC
281
Truvestments Capital
Florida
$221K +$221K +6,748 New
CA
282
Clearstead Advisors
Ohio
$217K – – –
SWP
283
Stratos Wealth Partners
Ohio
$212K -$143K -4,379 -40%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$211K +$211K +6,448 New
PWM
285
Perigon Wealth Management
California
$210K +$210K +6,405 New
Lido Advisors
286
Lido Advisors
California
$209K +$209K +6,400 New
VT
287
Vise Technologies
New York
$202K +$202K +6,168 New
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$193K – – –
CPBTD
289
Central Pacific Bank - Trust Division
Hawaii
$181K -$44.5K -1,360 -20%
CFGS
290
Concourse Financial Group Securities
Alabama
$172K +$2.78K +85 +2%
TRCT
291
Tower Research Capital (TRC)
New York
$165K -$720K -21,996 -81%
PA
292
Parallel Advisors
California
$161K -$41K -1,253 -20%
GC
293
Globeflex Capital
California
$133K – – –
AWM
294
Ameliora Wealth Management
Switzerland
$131K – – –
KBC Group
295
KBC Group
Belgium
$130K – – –
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$92.2K +$6.19K +189 +7%
WT
297
Whittier Trust
California
$78.9K – – –
C
298
Covestor
United Kingdom
$74K -$33.4K -1,021 -31%
FFA
299
Farther Finance Advisors
California
$70.8K +$50.3K +1,536 +245%
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.2K +$13.1K +400 +27%
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