389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
CFM
301
Catalyst Funds Management
Australia
$58.9K +$45.8K +1,400 +350%
DekaBank Deutsche Girozentrale
302
DekaBank Deutsche Girozentrale
Germany
$51K
TWC
303
TD Waterhouse Canada
Ontario, Canada
$48.9K +$17.8K +560 +57%
GJIA
304
Glass Jacobson Investment Advisors
Maryland
$45.8K
QL
305
Quarry LP
New York
$44.2K -$2.19K -67 -5%
GI
306
GAMMA Investing
California
$43.8K +$25.8K +787 +143%
CFFP
307
Center for Financial Planning
Michigan
$40.9K
QCG
308
Quadrant Capital Group
Ohio
$36.5K -$7.2K -220 -16%
IUHSA
309
Itau Unibanco Holding S.A.
Brazil
$35.6K +$35.6K +1,087 New
NSIM
310
North Star Investment Management
Illinois
$32.7K
BMC
311
Bear Mountain Capital
Washington
$28.4K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$24.5K -$4.91K -150 -17%
WWM
313
Wolff Wiese Magana
California
$23.8K +$23.8K +727 New
LFG
314
Larson Financial Group
Missouri
$21.6K
NFSG
315
Newbridge Financial Services Group
Florida
$17.3K -$41.7K -1,275 -71%
NA
316
NewEdge Advisors
Louisiana
$16.4K
CA
317
CoreCap Advisors
Michigan
$16.4K
GJWM
318
Gilliland Jeter Wealth Management
Arkansas
$16K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$15K +$7K +209 +87%
UB
320
UMB Bank
Missouri
$10.4K +$5.79K +177 +126%
MSG
321
Main Street Group
Virginia
$9.82K
FFA
322
Fairfield Financial Advisors
Massachusetts
$9.82K
JIP
323
Jaffetilchin Investment Partners
Florida
$9.56K +$9.56K +292 New
SAM
324
Smartleaf Asset Management
Massachusetts
$8.68K -$458 -14 -5%
HCP
325
Hexagon Capital Partners
Arkansas
$8.31K +$8.25K +252 +12,600%