339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M
Name Market Value Shares Shares
Change
Shares
Change %
PS
301
Principal Securities
Iowa
$4.22K 149 -5 -3%
W
302
WealthCollab
Washington
$4.16K 147
HFS
303
Hantz Financial Services
Michigan
$4K 134 -63 -32%
GI
304
GAMMA Investing
California
$3.97K 140 +118 +536%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$3.4K 120 +120 New
HNB
306
Huntington National Bank
Ohio
$3.17K 112 +65 +138%
MG
307
Mather Group
Illinois
$3.12K 122 +122 New
S
308
SignatureFD
Georgia
$3.06K 108 -387 -78%
CWC
309
Carolinas Wealth Consulting
North Carolina
$2.97K 105
KFI
310
Key Financial Inc
Pennsylvania
$2.83K 100
PLU
311
Performa Ltd (US)
South Carolina
$2.83K 100 +100 New
AIC
312
Archer Investment Corporation
Indiana
$2.69K 95
AIM
313
Anchor Investment Management
South Carolina
$2.12K 75
BIA
314
Bell Investment Advisors
California
$2.01K 71
ST
315
Smithfield Trust
Pennsylvania
$2K 93 +93 New
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$1.98K 70 +70 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$1.93K 68 -11 -14%
CFB
318
Cullen/Frost Bankers
Texas
$1.93K 68
AF
319
Allworth Financial
California
$1.89K 67
UB
320
UMB Bank
Missouri
$1.64K 58 -339 -85%
CA
321
Clearstead Advisors
Ohio
$1.59K 60
Walleye Trading
322
Walleye Trading
New York
$1.3K 46 -23,580 -100%
GWM
323
Geneos Wealth Management
Colorado
$1.19K 42 +42 New
EWA
324
EverSource Wealth Advisors
Alabama
$1.14K 44 +3 +7%
SIS
325
Sound Income Strategies
Florida
$1.13K 40