363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
326
SOA Wealth Advisors
New York
$5.36K
OA
327
Operose Advisors
Wisconsin
$5.36K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$4.88K +$3.67K +137 +304%
SSB
329
Sandy Spring Bank
Maryland
$4.69K
GRP
330
Global Retirement Partners
California
$4.3K
FA
331
Financial Avengers
California
$4.02K
Point72 Asset Management
332
Point72 Asset Management
Connecticut
$3.91K +$3.91K +146 New
BF
333
BOK Financial
Oklahoma
$3.7K +$3.7K +138 New
CWC
334
Carolinas Wealth Consulting
North Carolina
$3.59K -$1.42K -53 -28%
KFI
335
Key Financial Inc
Pennsylvania
$2.68K
BIA
336
Bell Investment Advisors
California
$2.41K
JWA
337
JFS Wealth Advisors
Pennsylvania
$2.09K +$375 +14 +22%
AIM
338
Anchor Investment Management
South Carolina
$2.01K
SFG
339
Steward Financial Group
Texas
$2K +$1.36K +51 +213%
Commonwealth Equity Services
340
Commonwealth Equity Services
Massachusetts
$1.99K -$291 -10,872 -13%
CA
341
Clearstead Advisors
Ohio
$1.61K
CWA
342
Clearview Wealth Advisors
Oregon
$1.61K +$1.61K +60 New
UFF
343
USA Financial Formulas
Michigan
$1.39K +$1.39K +52 New
MBFW
344
Morton Brown Family Wealth
Pennsylvania
$1.39K +$1.39K +52 New
TWC
345
TD Waterhouse Canada
Ontario, Canada
$1.35K
GWS
346
Glassman Wealth Services
Virginia
$1.29K -$188 -7 -13%
SIS
347
Sound Income Strategies
Florida
$1.07K
CG
348
Cutler Group
California
$1K -$182K -9,626 -99%
RDIA
349
RE Dickinson Investment Advisors
Iowa
$1K -$1K -45 -50%
SC
350
Schubert & Co
Texas
$911 -$161 -6 -15%