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395 hedge funds and large institutions have $4.66B invested in Box in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,249% more call options, than puts

Call options by funds: $319M | Put options by funds: $23.6M

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $3.68B → $4.66B (+$975M)

13% more funds holding

Funds holding: 349395 (+46)

3.64% more ownership

Funds ownership: 95.74%99.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
395
Holders Change
+46
Holders Change %
+13.18%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
116
Reduced
134
Closed
30
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
301
KBC Group
Belgium
$130K
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$92.2K +$5.51K +189 +7%
WT
303
Whittier Trust
California
$78.9K
C
304
Covestor
United Kingdom
$74K -$29.8K -1,021 -31%
FFA
305
Farther Finance Advisors
California
$70.8K +$44.8K +1,536 +245%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.2K +$11.7K +400 +27%
CFM
307
Catalyst Funds Management
Australia
$58.9K +$40.8K +1,400 +350%
DekaBank Deutsche Girozentrale
308
DekaBank Deutsche Girozentrale
Germany
$51K
TWC
309
TD Waterhouse Canada
Ontario, Canada
$48.9K +$16.3K +560 +57%
GJIA
310
Glass Jacobson Investment Advisors
Maryland
$45.8K
QL
311
Quarry LP
New York
$44.2K -$1.96K -67 -5%
GI
312
GAMMA Investing
California
$43.8K +$23K +787 +143%
CFFP
313
Center for Financial Planning
Michigan
$40.9K
QCG
314
Quadrant Capital Group
Ohio
$36.5K -$6.42K -220 -16%
IUHSA
315
Itau Unibanco Holding S.A.
Brazil
$35.6K +$31.7K +1,087 New
NSIM
316
North Star Investment Management
Illinois
$32.7K
BMC
317
Bear Mountain Capital
Washington
$28.4K
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$24.5K -$4.38K -150 -17%
WWM
319
Wolff Wiese Magana
California
$23.8K +$21.2K +727 New
LFG
320
Larson Financial Group
Missouri
$21.6K
NFSG
321
Newbridge Financial Services Group
Florida
$17.3K -$37.2K -1,275 -71%
CA
322
CoreCap Advisors
Michigan
$16.4K
NA
323
NewEdge Advisors
Louisiana
$16.4K
GJWM
324
Gilliland Jeter Wealth Management
Arkansas
$16K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$15K +$6.1K +209 +87%