We are live on ! Find out more

349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$1.77K +$506 +19 +43%
IA
327
IFP Advisors
Florida
$1.51K +$1.52K +57 New
Walleye Trading
328
Walleye Trading
New York
$1.22K
PWMG
329
Private Wealth Management Group
New Jersey
$1.11K +$1.12K +42 New
JFGIW
330
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08K +$1.09K +41 New
SIS
331
Sound Income Strategies
Florida
$1.06K
MCM
332
Manchester Capital Management
Vermont
$873 +$293 +11 +50%
SS
333
Sunbelt Securities
Texas
$793
RAM
334
Riggs Asset Management
Pennsylvania
$661 +$666 +25 New
SIC
335
SJS Investment Consulting
Ohio
$556 -$133 -5 -19%
EL
336
EMFO LLC
Florida
$556
OP
337
ORG Partners
Indiana
$528 +$533 +20 New
CFO
338
CVA Family Office
Colorado
$502 +$506 +19 New
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$450 -$80 -3 -15%
ACM
340
Anfield Capital Management
California
$317
HI
341
Harbour Investments
Wisconsin
$317
AWM
342
Abound Wealth Management
Tennessee
$291
HNB
343
Huntington National Bank
Ohio
$238 -$2.75K -103 -92%
ECM
344
Everence Capital Management
Indiana
$223
MCM
345
MV Capital Management
Maryland
$212 +$53 +2 +33%
RIL
346
Rothschild Investment LLC
Illinois
$132 -$133 -5 -50%
HCP
347
Hexagon Capital Partners
Arkansas
$53 -$80 -3 -60%
GLR
348
Great Lakes Retirement
Ohio
$53 +$53 +2 New
Arrowstreet Capital
349
Arrowstreet Capital
Massachusetts
-$17.6M -622,906 Closed
RAM
350
Readystate Asset Management
Illinois
-$15.1M -532,928 Closed