324 hedge funds and large institutions have $3.09B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 97 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+5
Holders Change %
+1.57%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
45
Increased
97
Reduced
128
Closed
31
Calls
$51.7M
Puts
$16.3M
Net Calls
+$35.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
301
Financial Avengers
California
$4K
SSB
302
Sandy Spring Bank
Maryland
$4K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.66K -72 -36%
KFI
304
Key Financial Inc
Pennsylvania
$3K
CWC
305
Carolinas Wealth Consulting
North Carolina
$3K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.02K +41 +51%
APA
307
American Portfolios Advisors
New York
$2.51K -$6.59K -262 -72%
EC
308
Elequin Capital
New York
$2K -$358 -12 -15%
GWM
309
Geneos Wealth Management
Colorado
$2K
CA
310
Clearstead Advisors
Ohio
$2K
CA
311
CoreCap Advisors
Michigan
$2K +$2K +60 New
BIA
312
Bell Investment Advisors
California
$2K +$2K +90 New
TWC
313
TD Waterhouse Canada
Ontario, Canada
$1.26K -$200 -6 -14%
JWA
314
JFS Wealth Advisors
Pennsylvania
$1K -$568 -21 -36%
SIS
315
Sound Income Strategies
Florida
$1K
EI
316
Ellevest Inc
New York
$1K
EL
317
EMFO LLC
Florida
$1K
LC
318
Lindbrook Capital
California
$1K +$121 +4 +14%
SC
319
Schubert & Co
Texas
$1K +$452 +14 +82%
AWM
320
Accel Wealth Management
Iowa
$1K +$1K +34 New
HGWM
321
Harvest Group Wealth Management
Massachusetts
$1K +$1K +39 New
RDIA
322
RE Dickinson Investment Advisors
Iowa
$2 +$2 +90 New
Assenagon Asset Management
323
Assenagon Asset Management
Luxembourg
-$6.24M -214,730 Closed
EA
324
Echo45 Advisors
California
-$4.99M -171,762 Closed
SSA
325
Schonfeld Strategic Advisors
New York
-$4.74M -163,100 Closed