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Box
BOX

Overview Fund Activity

394 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
152
Reduced
125
Closed
47
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$121M
3
UBS Group
UBS Group
Switzerland
$110M
4
JAM
Jupiter Asset Management
United Kingdom
$24.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$33M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$35.5M
3
RC
RGM Capital
Florida
$108M
4
SM
Sunriver Management
Connecticut
$30M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
326
Wingate Wealth Advisors
Massachusetts
$15.8K +$15.8K +500 New
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$15.1K -$8.39K -268 -36%
GRP
328
Global Retirement Partners
California
$12.1K +$6.48K +205 +115%
TH
329
TCTC Holdings
Texas
$12.1K +$12.1K +383 New
UB
330
UMB Bank
Missouri
$10.7K +$632 +20 +6%
VCM
331
Versant Capital Management
Arizona
$9.95K +$9.95K +315 New
MSG
332
Main Street Group
Virginia
$9.48K – – –
FFA
333
Fairfield Financial Advisors
Massachusetts
$9.48K – – –
CIAM
334
Caitong International Asset Management
Hong Kong
$9.2K +$9.2K +291 New
HCP
335
Hexagon Capital Partners
Arkansas
$8.53K +$506 +16 +6%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$7.93K +$2.4K +76 +43%
SWM
337
Spire Wealth Management
Virginia
$6.64K – – –
TSMHT
338
Thurston Springer Miller Herd & Titak
Indiana
$6.32K – – –
OA
339
Operose Advisors
Wisconsin
$6.32K – – –
TCOV
340
Trust Company of Vermont
Vermont
$6.32K – – –
CWM
341
Centricity Wealth Management
Ohio
$6.32K +$6.32K +200 New
WT
342
Washington Trust
Rhode Island
$5.78K -$348 -11 -6%
AssetMark Inc
343
AssetMark Inc
California
$5.75K +$4.11K +130 +250%
CIA
344
Cape Investment Advisory
Georgia
$5.56K +$980 +31 +21%
SSB
345
Sandy Spring Bank
Maryland
$5.53K – – –
AWM
346
Avior Wealth Management
Nebraska
$5.5K -$727 -23 -12%
LC
347
Lindbrook Capital
California
$5.34K – – –
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$5.25K +$916 +29 +21%
EBA
349
Eagle Bay Advisors
New York
$5.18K +$379 +12 +8%
EC
350
Elequin Capital
New York
$4.8K -$2.15K -68 -31%
12 13
14
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