330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
301
Jones Financial Companies
Missouri
$2.61K +$1.61K +63 +162%
KFI
302
Key Financial Inc
Pennsylvania
$2.56K
OP
303
ORG Partners
Indiana
$2.56K +$2.56K +100 New
AIC
304
Archer Investment Corporation
Indiana
$2.43K
JWA
305
JFS Wealth Advisors
Pennsylvania
$2.02K +$384 +15 +23%
AIM
306
Anchor Investment Management
South Carolina
$1.92K
BIA
307
Bell Investment Advisors
California
$1.82K
CFB
308
Cullen/Frost Bankers
Texas
$1.74K -$5.12K -200 -75%
AT
309
Arlington Trust
Alabama
$1.74K +$1.74K +68 New
AF
310
Allworth Financial
California
$1.71K +$1.02K +40 +148%
CA
311
Clearstead Advisors
Ohio
$1.54K -$1.54K -60 -50%
HNB
312
Huntington National Bank
Ohio
$1.2K -$21.7K -849 -95%
QCG
313
Quadrant Capital Group
Ohio
$1.15K +$282 +11 +32%
EWA
314
EverSource Wealth Advisors
Alabama
$1.05K +$589 +23 +128%
SIS
315
Sound Income Strategies
Florida
$1.02K
RDIA
316
RE Dickinson Investment Advisors
Iowa
$1K
SS
317
Sunbelt Securities
Texas
$768
EC
318
Elequin Capital
New York
$666 -$102 -4 -13%
LC
319
Lindbrook Capital
California
$666
GI
320
GAMMA Investing
California
$572 +$572 +22 New
AF
321
Advisornet Financial
Minnesota
$538 -$102 -4 -16%
EL
322
EMFO LLC
Florida
$538
SIC
323
SJS Investment Consulting
Ohio
$410 -$26 -1 -6%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$410 +$410 +16 New
HI
325
Harbour Investments
Wisconsin
$307