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Box
BOX

Overview Fund Activity

343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$94.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$62.4M
4
BlackRock
4
BlackRock
New York
$408M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$64.8M

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.7M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$2.46M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$178M
4
ECM
4
ExodusPoint Capital Management
New York
$7.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
326
USA Financial Formulas
Michigan
$1.53K – – –
GWS
327
Glassman Wealth Services
Virginia
$1.32K -$88 -3 -6%
SIS
328
Sound Income Strategies
Florida
$1.18K – – –
RDIA
329
RE Dickinson Investment Advisors
Iowa
$1K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$970 – – –
SS
331
Sunbelt Securities
Texas
$881 – – –
WP
332
WealthPLAN Partners
Nebraska
$676 -$14.2K -484 -95%
EL
333
EMFO LLC
Florida
$617 – – –
DI
334
Disciplined Investments
Oklahoma
$558 +$59 +2 +12%
AF
335
Advisornet Financial
Minnesota
$558 +$147 +5 +36%
SIC
336
SJS Investment Consulting
Ohio
$529 -$29 -1 -5%
LC
337
Lindbrook Capital
California
$529 – – –
EWA
338
EverSource Wealth Advisors
Alabama
$529 – – –
IA
339
IFP Advisors
Florida
$206 – – –
TWP
340
TFO Wealth Partners
Ohio
$88 – – –
FGAM
341
Financial Gravity Asset Management
Texas
$46 +$46 +29 New
Comerica Bank
342
Comerica Bank
Texas
$8 +$8 +78,366 New
JAM
343
Jupiter Asset Management
United Kingdom
– -$9.77M -364,700 Closed
CM
344
Castleark Management
Illinois
– -$6.11M -227,950 Closed
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
– -$5.44M -203,149 Closed
T
346
TCWP
Ohio
– -$4.98M -185,815 Closed
MOS
347
MGO One Seven
Ohio
– -$4.98M -185,815 Closed
TC
348
TwinBeech Capital
New York
– -$2.97M -110,808 Closed
Axa
349
Axa
France
– -$2.55M -95,162 Closed
PCM
350
Portolan Capital Management
Massachusetts
– -$2.48M -92,561 Closed
12 13
14
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