363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AS
301
Altshuler Shaham
Israel
$30K +$30K +1,118 New
Baillie Gifford & Co
302
Baillie Gifford & Co
United Kingdom
$28K +$3.3K +123 +13%
DZ Bank
303
DZ Bank
Germany
$26.9K -$302K -11,240 -92%
NSIM
304
North Star Investment Management
Illinois
$26.8K
AAM
305
Advisors Asset Management
Colorado
$25.6K -$34.6K -1,291 -57%
HNB
306
Huntington National Bank
Ohio
$21.2K +$2.22K +83 +12%
US Bancorp
307
US Bancorp
Minnesota
$19.4K
TWA
308
TCI Wealth Advisors
Arizona
$17.9K +$3.35K +125 +23%
SSC
309
Syverson Strege & Co
Iowa
$14.7K
BAM
310
Belpointe Asset Management
Nevada
$13.9K -$54 -2 -0.4%
WP
311
WealthPLAN Partners
Nebraska
$13.6K +$13.6K +507 New
FHA
312
First Horizon Advisors
Tennessee
$12K +$9.05K +338 +305%
UB
313
UMB Bank
Missouri
$10.6K -$455 -17 -4%
QCG
314
Quadrant Capital Group
Ohio
$9.32K +$9.06K +338 +3,380%
HIIFS
315
Harel Insurance Investments & Financial Services
Israel
$9K -$38.4K -1,479 -81%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.27K -160 -32%
ST
317
Sageworth Trust
Pennsylvania
$8.39K +$8.39K +313 New
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$8.03K
FFA
319
Fairfield Financial Advisors
Massachusetts
$7.8K
GC
320
Globeflex Capital
California
$7.21K
HFS
321
Hantz Financial Services
Michigan
$7K +$1.78K +67 +34%
CCA
322
Column Capital Advisors
Indiana
$6.7K
Bessemer Group
323
Bessemer Group
New Jersey
$6K +$6K +212 New
HWA
324
HHM Wealth Advisors
Tennessee
$5.52K +$5.52K +206 New
CFB
325
Cullen/Frost Bankers
Texas
$5.36K