We are live on ! Find out more

349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
301
Sandy Spring Bank
Maryland
$4.63K
HFS
302
Hantz Financial Services
Michigan
$4K
FA
303
Financial Avengers
California
$3.97K
PS
304
Principal Securities
Iowa
$3.94K
W
305
WealthCollab
Washington
$3.89K
UB
306
UMB Bank
Missouri
$3.73K +$2.21K +83 +143%
NMM
307
Naples Money Management
Florida
$3.72K -$400 -15 -10%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$3.7K -$2.16K -81 -37%
MG
309
Mather Group
Illinois
$3.46K
AAP
310
Arax Advisory Partners
Colorado
$3.31K +$3.33K +125 New
S
311
SignatureFD
Georgia
$3.28K +$426 +16 +15%
GWSG
312
GPS Wealth Strategies Group
Colorado
$2.8K +$2.83K +106 New
PFBT
313
Parkside Financial Bank & Trust
Missouri
$2.75K -$426 -16 -13%
CWC
314
Carolinas Wealth Consulting
North Carolina
$2.72K -$53 -2 -2%
KFI
315
Key Financial Inc
Pennsylvania
$2.64K
AIC
316
Archer Investment Corporation
Indiana
$2.51K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$2.12K +$267 +10 +14%
AF
318
Allworth Financial
California
$2.03K +$240 +9 +13%
AIM
319
Anchor Investment Management
South Carolina
$1.98K
Jones Financial Companies
320
Jones Financial Companies
Missouri
$1.98K +$2K +75 New
BIA
321
Bell Investment Advisors
California
$1.88K
IC
322
Innealta Capital
Texas
$1.85K +$1.87K +70 New
SC
323
Stephens Consulting
Michigan
$1.82K +$1.84K +69 New
CFB
324
Cullen/Frost Bankers
Texas
$1.8K
JWA
325
JFS Wealth Advisors
Pennsylvania
$1.8K