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325 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, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $51.7M | Put options by funds: $16.3M

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

2% more funds holding

Funds holding: 320325 (+5)

0.18% less ownership

Funds ownership: 85.05%84.87% (-0.18%)

11% less capital invested

Capital invested by funds: $3.48B → $3.09B (-$383M)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
325
Holders Change
+5
Holders Change %
+1.56%
% 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
98
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
Change in
Stake
FA
301
Financial Avengers
California
$4K
GRP
302
Global Retirement Partners
California
$4K
SSB
303
Sandy Spring Bank
Maryland
$4K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.01K -72 -36%
CWC
305
Carolinas Wealth Consulting
North Carolina
$3K
KFI
306
Key Financial Inc
Pennsylvania
$3K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.15K +41 +51%
APA
308
American Portfolios Advisors
New York
$2.51K -$7.32K -262 -72%
EC
309
Elequin Capital
New York
$2K -$335 -12 -15%
CA
310
Clearstead Advisors
Ohio
$2K
GWM
311
Geneos Wealth Management
Colorado
$2K
CA
312
CoreCap Advisors
Michigan
$2K +$1.68K +60 New
BIA
313
Bell Investment Advisors
California
$2K +$2.52K +90 New
TWC
314
TD Waterhouse Canada
Ontario, Canada
$1.26K -$168 -6 -14%
JWA
315
JFS Wealth Advisors
Pennsylvania
$1K -$587 -21 -36%
EI
316
Ellevest Inc
New York
$1K
EL
317
EMFO LLC
Florida
$1K
SIS
318
Sound Income Strategies
Florida
$1K
LC
319
Lindbrook Capital
California
$1K +$112 +4 +14%
SC
320
Schubert & Co
Texas
$1K +$391 +14 +82%
AWM
321
Accel Wealth Management
Iowa
$1K +$950 +34 New
HGWM
322
Harvest Group Wealth Management
Massachusetts
$1K +$1.09K +39 New
RDIA
323
RE Dickinson Investment Advisors
Iowa
$2 +$2.52K +90 New
Assenagon Asset Management
324
Assenagon Asset Management
Luxembourg
-$6.24M -214,730 Closed
EA
325
Echo45 Advisors
California
-$4.99M -171,762 Closed