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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
PS
351
Principal Securities
Iowa
$4.35K -$467 -16 -11%
AAP
352
Arax Advisory Partners
Colorado
$4.09K
HFS
353
Hantz Financial Services
Michigan
$4K
MG
354
Mather Group
Illinois
$3.99K
RIL
355
Rothschild Investment LLC
Illinois
$3.93K +$3.35K +115 +2,300%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$3.6K +$175 +6 +6%
S
357
SignatureFD
Georgia
$3.54K -$467 -16 -13%
GWSG
358
GPS Wealth Strategies Group
Colorado
$3.47K
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$3.44K -$4.9K -168 -62%
CWC
360
Carolinas Wealth Consulting
North Carolina
$3.4K +$29 +1 +1%
KFI
361
Key Financial Inc
Pennsylvania
$3.27K
AIC
362
Archer Investment Corporation
Indiana
$3.11K
EWA
363
EverSource Wealth Advisors
Alabama
$2.65K +$525 +18 +29%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$2.62K
AF
365
Allworth Financial
California
$2.48K
AIM
366
Anchor Investment Management
South Carolina
$2.46K
BIA
367
Bell Investment Advisors
California
$2.32K
JWA
368
JFS Wealth Advisors
Pennsylvania
$2.29K +$58 +2 +3%
MIFH
369
Migdal Insurance & Financial Holdings
Israel
$2K -$10.4K -357 -87%
HFM
370
Harvest Fund Management
China
$2K +$1.98K +68 New
HWM
371
Hemington Wealth Management
Virginia
$2K +$2.33K +80 New
AssetMark Inc
372
AssetMark Inc
California
$1.7K +$1.52K +52 New
FNWA
373
Financial Network Wealth Advisors
Utah
$1.7K +$1.52K +52 New
AF
374
Advisornet Financial
Minnesota
$1.57K +$1.4K +48 New
CPA
375
Capital Performance Advisors
California
$1.51K +$1.34K +46 New