330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
326
Manchester Capital Management
Vermont
$282 +$282 +11 New
FFA
327
Farther Finance Advisors
California
$256 -$6.2K -242 -96%
EPW
328
Evergreen Private Wealth
Colorado
$179 +$179 +7 New
TWP
329
TFO Wealth Partners
Ohio
$77
Loomis, Sayles & Company
330
Loomis, Sayles & Company
Massachusetts
-$57.4M -2,369,845 Closed
VMPIC
331
Varma Mutual Pension Insurance Co
Finland
-$28.5M -1,176,313 Closed
OAM
332
Ophir Asset Management
Australia
-$23.3M -963,438 Closed
Westfield Capital Management
333
Westfield Capital Management
Massachusetts
-$6.81M -281,225 Closed
SAM
334
Silvercrest Asset Management
New York
-$6.25M -258,060 Closed
EIM
335
Essex Investment Management
Massachusetts
-$4.12M -169,973 Closed
PCM
336
Portolan Capital Management
Massachusetts
-$3.87M -159,838 Closed
NIP
337
Nicholas Investment Partners
California
-$3.07M -126,608 Closed
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
-$2.62M -108,281 Closed
EP
339
Edgestream Partners
New Jersey
-$2.04M -84,291 Closed
WB
340
WesBanco Bank
West Virginia
-$1.97M -81,254 Closed
DIA
341
Dana Investment Advisors
Wisconsin
-$1.39M -57,348 Closed
Nomura Holdings
342
Nomura Holdings
Japan
-$1.34M -55,300 Closed
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
-$726K -29,990 Closed
Boston Partners
344
Boston Partners
Massachusetts
-$679K -28,054 Closed
VA
345
Valmark Advisers
Ohio
-$592K -24,465 Closed
EAM
346
Erste Asset Management
Austria
-$582K -23,900 Closed
LCM
347
Legato Capital Management
California
-$522K -21,562 Closed
CGH
348
Crossmark Global Holdings
Texas
-$495K -19,331 Closed
Los Angeles Capital Management
349
Los Angeles Capital Management
California
-$439K -18,139 Closed
LBWM
350
Left Brain Wealth Management
Illinois
-$411K -16,983 Closed