363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Accel Wealth Management
Iowa
$911
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$884
EI
353
Ellevest Inc
New York
$830 -$1.5K -56 -64%
SS
354
Sunbelt Securities
Texas
$780 +$780 +30 New
HGWM
355
Harvest Group Wealth Management
Massachusetts
$723
EL
356
EMFO LLC
Florida
$563
SIC
357
SJS Investment Consulting
Ohio
$510 -$134 -5 -21%
LC
358
Lindbrook Capital
California
$482 -$3.67K -137 -88%
EWA
359
EverSource Wealth Advisors
Alabama
$482 +$482 +18 New
DI
360
Disciplined Investments
Oklahoma
$455 -$54 -2 -11%
AF
361
Advisornet Financial
Minnesota
$375 -$241 -9 -39%
IA
362
IFP Advisors
Florida
$184 -$41.8K -1,590 -100%
TWP
363
TFO Wealth Partners
Ohio
$80 -$213 -8 -73%
BSA
364
Braun Stacey Associates
New York
-$18.5M -594,148 Closed
KLM
365
Kennedy Lewis Management
New York
-$9.34M -300,000 Closed
WBC
366
Westpac Banking Corp
Australia
-$4.63M -148,698 Closed
AIM
367
Artemis Investment Management
United Kingdom
-$4.65M -148,640 Closed
LCG
368
Lisanti Capital Growth
New York
-$4.4M -141,210 Closed
Balyasny Asset Management
369
Balyasny Asset Management
Illinois
-$3.1M -99,611 Closed
JF
370
Jump Financial
Illinois
-$3.08M -99,075 Closed
LIP
371
Liontrust Investment Partners
United Kingdom
-$2.8M -90,000 Closed
APG Asset Management
372
APG Asset Management
Netherlands
-$2.68M -86,100 Closed
Squarepoint
373
Squarepoint
New York
-$2.49M -79,925 Closed
PCM
374
Penserra Capital Management
California
-$2.31M -74,358 Closed
EI
375
EAM Investors
California
-$1.75M -56,091 Closed