373 hedge funds and large institutions have $3.84B invested in Box in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+51
Holders Change %
+15.84%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
80
Increased
108
Reduced
125
Closed
27
Calls
$51.2M
Puts
$21.7M
Net Calls
+$29.5M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$2.34K
JWA
352
JFS Wealth Advisors
Pennsylvania
$1.99K -$187 -6 -9%
CA
353
Clearstead Advisors
Ohio
$1.87K
GWS
354
Glassman Wealth Services
Virginia
$1.71K +$156 +5 +10%
TWC
355
TD Waterhouse Canada
Ontario, Canada
$1.63K
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$1.4K -$4.83K -155 -78%
SIS
357
Sound Income Strategies
Florida
$1.25K
SC
358
Schubert & Co
Texas
$1.25K +$218 +7 +21%
FCA
359
Fortis Capital Advisors
Kansas
$1.25K +$1.25K +40 New
AWM
360
Accel Wealth Management
Iowa
$1.06K
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$1K
GKIM
362
GW&K Investment Management
Massachusetts
$1K +$1K +22 New
HGWM
363
Harvest Group Wealth Management
Massachusetts
$841 -$374 -12 -31%
SIC
364
SJS Investment Consulting
Ohio
$747 +$374 +12 +100%
AF
365
Advisornet Financial
Minnesota
$716 +$716 +23 New
EL
366
EMFO LLC
Florida
$654
DI
367
Disciplined Investments
Oklahoma
$591 +$31 +1 +6%
AF
368
Allworth Financial
California
$498 +$498 +16 New
TWP
369
TFO Wealth Partners
Ohio
$443 +$443 +11 New
QCG
370
Quadrant Capital Group
Ohio
$311 +$311 +10 New
FGAM
371
Financial Gravity Asset Management
Texas
$49 +$49 +31 New
NC
372
NZS Capital
Colorado
-$6.18M -253,275 Closed
TC
373
TwinBeech Capital
New York
-$4.28M -175,405 Closed
ECU
374
Eisler Capital (UK)
United Kingdom
-$3.17M -130,000 Closed
ACM
375
AlphaCrest Capital Management
New York
-$2.91M -119,169 Closed