389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SignatureFD
Georgia
$3.54K -$524 -16 -13%
GWSG
352
GPS Wealth Strategies Group
Colorado
$3.47K
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$3.44K -$5.5K -168 -62%
CWC
354
Carolinas Wealth Consulting
North Carolina
$3.4K +$33 +1 +1%
KFI
355
Key Financial Inc
Pennsylvania
$3.27K
AIC
356
Archer Investment Corporation
Indiana
$3.11K
EWA
357
EverSource Wealth Advisors
Alabama
$2.65K +$589 +18 +29%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$2.62K
AF
359
Allworth Financial
California
$2.48K
AIM
360
Anchor Investment Management
South Carolina
$2.46K
BIA
361
Bell Investment Advisors
California
$2.32K
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.29K +$65 +2 +3%
MIFH
363
Migdal Insurance & Financial Holdings
Israel
$2K -$13.2K -357 -87%
HFM
364
Harvest Fund Management
China
$2K +$2K +68 New
HWM
365
Hemington Wealth Management
Virginia
$2K +$2K +80 New
FNWA
366
Financial Network Wealth Advisors
Utah
$1.7K +$1.7K +52 New
AssetMark Inc
367
AssetMark Inc
California
$1.7K +$1.7K +52 New
AF
368
Advisornet Financial
Minnesota
$1.57K +$1.57K +48 New
CPA
369
Capital Performance Advisors
California
$1.51K +$1.51K +46 New
MCM
370
Manchester Capital Management
Vermont
$1.41K +$327 +10 +30%
PWMG
371
Private Wealth Management Group
New Jersey
$1.38K
FHA
372
First Horizon Advisors
Tennessee
$1.34K +$1.34K +41 New
SIS
373
Sound Income Strategies
Florida
$1.31K
PMAM
374
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +34 New
SS
375
Sunbelt Securities
Texas
$982