324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
301
Key Financial Inc
Pennsylvania
$2.42K
AIC
302
Archer Investment Corporation
Indiana
$2.3K
AIM
303
Anchor Investment Management
South Carolina
$1.82K
BIA
304
Bell Investment Advisors
California
$1.72K
JWA
305
JFS Wealth Advisors
Pennsylvania
$1.55K -$170 -7 -10%
GWS
306
Glassman Wealth Services
Virginia
$1.38K +$291 +12 +27%
UFF
307
USA Financial Formulas
Michigan
$1.26K
FHA
308
First Horizon Advisors
Tennessee
$1.21K -$9.66K -399 -89%
RDIA
309
RE Dickinson Investment Advisors
Iowa
$1K
SFG
310
Steward Financial Group
Texas
$1K +$1K +57 New
SIS
311
Sound Income Strategies
Florida
$968
Jones Financial Companies
312
Jones Financial Companies
Missouri
$944 +$944 +39 New
QCG
313
Quadrant Capital Group
Ohio
$824 -$6.74K -278 -89%
EC
314
Elequin Capital
New York
$726 -$14.2K -585 -95%
SS
315
Sunbelt Securities
Texas
$726
AF
316
Allworth Financial
California
$654 +$654 +27 New
LC
317
Lindbrook Capital
California
$629 +$194 +8 +44%
AF
318
Advisornet Financial
Minnesota
$605 +$145 +6 +32%
EL
319
EMFO LLC
Florida
$509
EWA
320
EverSource Wealth Advisors
Alabama
$436
SIC
321
SJS Investment Consulting
Ohio
$412 -$24 -1 -6%
HI
322
Harbour Investments
Wisconsin
$291 +$291 +12 New
First Manhattan
323
First Manhattan
New York
$217 +$217 +9 New
TWP
324
TFO Wealth Partners
Ohio
$88
Wellington Management Group
325
Wellington Management Group
Massachusetts
-$13.7M -466,865 Closed