343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$10K -$369 -12 -4%
TWC
302
TD Waterhouse Canada
Ontario, Canada
$9.85K +$8.37K +215 +566%
QCG
303
Quadrant Capital Group
Ohio
$9.17K -$1.06K -36 -10%
FFA
304
Fairfield Financial Advisors
Massachusetts
$8.81K
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$8.81K
HFS
306
Hantz Financial Services
Michigan
$8K
GC
307
Globeflex Capital
California
$7.9K
CFB
308
Cullen/Frost Bankers
Texas
$7.87K +$2K +68 +34%
CCA
309
Column Capital Advisors
Indiana
$7.35K
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$6.96K +$1.62K +55 +30%
HWA
311
HHM Wealth Advisors
Tennessee
$6.05K
OA
312
Operose Advisors
Wisconsin
$5.88K
SWA
313
SOA Wealth Advisors
New York
$5.88K
QL
314
Quarry LP
New York
$5.47K -$33.6K -1,144 -86%
SSB
315
Sandy Spring Bank
Maryland
$5.14K
GRP
316
Global Retirement Partners
California
$4.85K
FA
317
Financial Avengers
California
$4.41K
BF
318
BOK Financial
Oklahoma
$4.05K
CWC
319
Carolinas Wealth Consulting
North Carolina
$3.35K -$588 -20 -15%
KFI
320
Key Financial Inc
Pennsylvania
$2.94K
AIC
321
Archer Investment Corporation
Indiana
$2.79K +$2.79K +95 New
AIM
322
Anchor Investment Management
South Carolina
$2.2K
BIA
323
Bell Investment Advisors
California
$2.09K -$558 -19 -21%
JWA
324
JFS Wealth Advisors
Pennsylvania
$2.09K -$206 -7 -9%
CA
325
Clearstead Advisors
Ohio
$1.76K