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395 hedge funds and large institutions have $4.66B invested in Box in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,249% more call options, than puts

Call options by funds: $319M | Put options by funds: $23.6M

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $3.68B → $4.66B (+$975M)

13% more funds holding

Funds holding: 349395 (+46)

3.64% more ownership

Funds ownership: 95.74%99.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
395
Holders Change
+46
Holders Change %
+13.18%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
116
Reduced
134
Closed
30
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
326
UMB Bank
Missouri
$10.4K +$5.16K +177 +126%
FFA
327
Fairfield Financial Advisors
Massachusetts
$9.82K
MSG
328
Main Street Group
Virginia
$9.82K
JIP
329
Jaffetilchin Investment Partners
Florida
$9.56K +$8.52K +292 New
SAM
330
Smartleaf Asset Management
Massachusetts
$8.68K -$408 -14 -5%
HCP
331
Hexagon Capital Partners
Arkansas
$8.31K +$7.35K +252 +12,600%
EC
332
Elequin Capital
New York
$7.2K +$6.42K +220 New
SWM
333
Spire Wealth Management
Virginia
$6.87K -$23K -787 -79%
FCA
334
FinTrust Capital Advisors
South Carolina
$6.55K
OA
335
Operose Advisors
Wisconsin
$6.55K
TSMHT
336
Thurston Springer Miller Herd & Titak
Indiana
$6.55K
TCOV
337
Trust Company of Vermont
Vermont
$6.55K
AWM
338
Avior Wealth Management
Nebraska
$6.45K +$263 +9 +5%
WT
339
Washington Trust
Rhode Island
$6.35K +$467 +16 +9%
GRP
340
Global Retirement Partners
California
$5.86K
Jones Financial Companies
341
Jones Financial Companies
Missouri
$5.73K +$2.92K +100 +133%
SSB
342
Sandy Spring Bank
Maryland
$5.73K
LC
343
Lindbrook Capital
California
$5.53K -$4.9K -168 -50%
EBA
344
Eagle Bay Advisors
New York
$4.97K -$2.86K -98 -39%
FA
345
Financial Avengers
California
$4.91K
W
346
WealthCollab
Washington
$4.81K
CIA
347
Cape Investment Advisory
Georgia
$4.75K +$4.23K +145 New
SCM
348
Sterling Capital Management
North Carolina
$4.68K +$4.17K +143 New
NMM
349
Naples Money Management
Florida
$4.62K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$4.48K -$88 -3 -2%