389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
EC
326
Elequin Capital
New York
$7.2K +$7.2K +220 New
SWM
327
Spire Wealth Management
Virginia
$6.87K -$25.8K -787 -79%
TSMHT
328
Thurston Springer Miller Herd & Titak
Indiana
$6.55K
FCA
329
FinTrust Capital Advisors
South Carolina
$6.55K
OA
330
Operose Advisors
Wisconsin
$6.55K
TCOV
331
Trust Company of Vermont
Vermont
$6.55K
AWM
332
Avior Wealth Management
Nebraska
$6.45K +$295 +9 +5%
WT
333
Washington Trust
Rhode Island
$6.35K +$524 +16 +9%
GRP
334
Global Retirement Partners
California
$5.86K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$5.73K +$3.28K +100 +133%
SSB
336
Sandy Spring Bank
Maryland
$5.73K
LC
337
Lindbrook Capital
California
$5.53K -$5.5K -168 -50%
EBA
338
Eagle Bay Advisors
New York
$4.98K -$3.21K -98 -39%
FA
339
Financial Avengers
California
$4.91K
W
340
WealthCollab
Washington
$4.81K
CIA
341
Cape Investment Advisory
Georgia
$4.75K +$4.75K +145 New
SCM
342
Sterling Capital Management
North Carolina
$4.68K +$4.68K +143 New
NMM
343
Naples Money Management
Florida
$4.62K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$4.48K -$98 -3 -2%
PS
345
Principal Securities
Iowa
$4.35K -$524 -16 -11%
AAP
346
Arax Advisory Partners
Colorado
$4.09K
HFS
347
Hantz Financial Services
Michigan
$4K
MG
348
Mather Group
Illinois
$3.99K
RIL
349
Rothschild Investment LLC
Illinois
$3.93K +$3.76K +115 +2,300%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$3.6K +$196 +6 +6%