330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
351
Gotham Asset Management
New York
-$362K -14,948 Closed
I
352
InceptionR
California
-$355K -14,653 Closed
P
353
Pitcairn
Pennsylvania
-$331K -13,653 Closed
CF
354
Cantor Fitzgerald
New York
-$313K -12,916 Closed
AFG
355
AFS Financial Group
Maryland
-$307K -12,701 Closed
SPW
356
Sonoma Private Wealth
California
-$282K -11,668 Closed
GAA
357
Green Alpha Advisors
Colorado
-$239K -9,856 Closed
FA
358
FDx Advisors
Illinois
-$232K -9,576 Closed
MM
359
MQS Management
New York
-$220K -9,078 Closed
PAS
360
Park Avenue Securities
New York
-$218K -9,001 Closed
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
-$212K -8,737 Closed
JF
362
Jump Financial
Illinois
-$210K -8,658 Closed
PPC
363
Park Place Capital
Alabama
-$49.9K -2,061 Closed
NS
364
NBC Securities
Alabama
-$20K -866 Closed
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
-$7.42K -300 Closed
HIIFS
366
Harel Insurance Investments & Financial Services
Israel
-$7K -296 Closed
HWA
367
HHM Wealth Advisors
Tennessee
-$4.99K -206 Closed
GWS
368
Glassman Wealth Services
Virginia
-$1.38K -57 Closed
UFF
369
USA Financial Formulas
Michigan
-$1.26K -52 Closed
FHA
370
First Horizon Advisors
Tennessee
-$1.21K -50 Closed
First Manhattan
371
First Manhattan
New York
-$217 -9 Closed