BOX icon

Box
BOX

Overview Fund Activity

322 hedge funds and large institutions have $3B invested in Box in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
38
Increased
125
Reduced
105
Closed
38
Calls
$29.7M
Puts
$18.8M
Net Calls
+$10.9M
Net Calls Change
-$24.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$330M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$30.8M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$40M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$59.5M
5
Invesco
5
Invesco
Georgia
$32.2M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$2.47M
2
RC
2
RGM Capital
Florida
$91.2M
3
Millennium Management
3
Millennium Management
New York
$7.11M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
301
Key Financial Inc
Pennsylvania
$2K – – –
JWA
302
JFS Wealth Advisors
Pennsylvania
$2K +$943 +33 +89%
LC
303
Lindbrook Capital
California
$2K +$1.19K +48 +145%
MAM
304
Meeder Asset Management
Ohio
$2K +$2K +67 New
FHA
305
First Horizon Advisors
Tennessee
$2K +$2K +111 New
AIM
306
Anchor Investment Management
South Carolina
$1.83K +$1.83K +75 New
ACM
307
Absolute Capital Management
Pennsylvania
$1.72K +$1.72K +70 New
TWC
308
TD Waterhouse Canada
Ontario, Canada
$1.38K – – –
HGWM
309
Harvest Group Wealth Management
Massachusetts
$1K – – –
CA
310
Clearstead Advisors
Ohio
$1K – – –
SIS
311
Sound Income Strategies
Florida
$1K – – –
AWM
312
Accel Wealth Management
Iowa
$1K – – –
EL
313
EMFO LLC
Florida
$1K – – –
SC
314
Schubert & Co
Texas
$1K +$61 +2 +6%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1K +$424 +14 +74%
EI
316
Ellevest Inc
New York
$1K +$291 +16 +41%
GWS
317
Glassman Wealth Services
Virginia
$1K +$620 +31 +163%
SCA
318
Stonebridge Capital Advisors
Minnesota
$1K +$1K +39 New
ADL
319
Asset Dedication LLC
California
$1K +$1K +57 New
Fidelity International
320
Fidelity International
Bermuda
– -$12.1M -481,464 Closed
JAM
321
Jupiter Asset Management
United Kingdom
– -$9.05M -359,994 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
322
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$7.04M -279,900 Closed
Citadel Advisors
323
Citadel Advisors
Florida
– -$6.54M -260,244 Closed
HF
324
HRT Financial
New York
– -$5.48M -217,941 Closed
IECM
325
Intrinsic Edge Capital Management
Illinois
– -$2.51M -100,000 Closed
11 12
13
14 15