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395 hedge funds and large institutions have $4.66B invested in Box in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,249% more call options, than puts

Call options by funds: $319M | Put options by funds: $23.6M

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $3.68B → $4.66B (+$975M)

13% more funds holding

Funds holding: 349395 (+46)

3.64% more ownership

Funds ownership: 95.74%99.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
395
Holders Change
+46
Holders Change %
+13.18%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
116
Reduced
134
Closed
30
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
276
Matthew Hamilton Rosenberg
$266K +$33.8K +1,159 +17%
IAN
277
Integrated Advisors Network
Texas
$264K +$1.52K +52 +0.7%
SAM
278
Shell Asset Management
Netherlands
$261K +$233K +7,982 New
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$260K +$1.14K +39 +0.5%
DFCM
280
Dark Forest Capital Management
Puerto Rico
$248K -$211K -7,235 -49%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$243K +$216K +7,416 New
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$236K -$73.4K -2,515 -26%
HWM
283
Hohimer Wealth Management
Washington
$233K -$208K -7,112 -50%
PCM
284
Penserra Capital Management
California
$228K -$446K -15,276 -69%
Pacer Advisors
285
Pacer Advisors
Pennsylvania
$227K +$113K +3,877 +126%
ECM
286
Evergreen Capital Management
Washington
$223K +$199K +6,811 New
TC
287
Truvestments Capital
Florida
$221K +$197K +6,748 New
CA
288
Clearstead Advisors
Ohio
$217K
SWP
289
Stratos Wealth Partners
Ohio
$212K -$128K -4,379 -40%
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$211K +$188K +6,448 New
PWM
291
Perigon Wealth Management
California
$210K +$187K +6,405 New
Lido Advisors
292
Lido Advisors
California
$209K +$187K +6,400 New
VT
293
Vise Technologies
New York
$202K +$180K +6,168 New
Mitsubishi UFJ Asset Management
294
Mitsubishi UFJ Asset Management
Japan
$193K
CPBTD
295
Central Pacific Bank - Trust Division
Hawaii
$181K -$39.7K -1,360 -20%
CFGS
296
Concourse Financial Group Securities
Alabama
$172K +$2.48K +85 +2%
TRCT
297
Tower Research Capital (TRC)
New York
$165K -$642K -21,996 -81%
PA
298
Parallel Advisors
California
$161K -$36.6K -1,253 -20%
GC
299
Globeflex Capital
California
$133K
AWM
300
Ameliora Wealth Management
Switzerland
$131K