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Box
BOX

Overview Fund Activity

394 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
152
Reduced
125
Closed
47
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$121M
3
UBS Group
UBS Group
Switzerland
$110M
4
JAM
Jupiter Asset Management
United Kingdom
$24.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$33M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$35.5M
3
RC
RGM Capital
Florida
$108M
4
SM
Sunriver Management
Connecticut
$30M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
351
Financial Avengers
California
$4.74K – – –
W
352
WealthCollab
Washington
$4.65K – – –
SCM
353
Sterling Capital Management
North Carolina
$4.61K +$95 +3 +2%
EWA
354
EverSource Wealth Advisors
Alabama
$4.33K +$1.77K +56 +69%
PS
355
Principal Securities
Iowa
$4.2K – – –
HFS
356
Hantz Financial Services
Michigan
$4K – – –
AAP
357
Arax Advisory Partners
Colorado
$3.95K – – –
HC
358
Hurley Capital
New York
$3.65K +$3.65K +116 New
PFBT
359
Parkside Financial Bank & Trust
Missouri
$3.51K +$32 +1 +0.9%
RIL
360
Rothschild Investment LLC
Illinois
$3.48K -$316 -10 -8%
S
361
SignatureFD
Georgia
$3.41K – – –
GWSG
362
GPS Wealth Strategies Group
Colorado
$3.35K – – –
KFI
363
Key Financial Inc
Pennsylvania
$3.16K – – –
AIC
364
Archer Investment Corporation
Indiana
$3K – – –
HWM
365
Hemington Wealth Management
Virginia
$3K +$500 +16 +20%
CWC
366
Carolinas Wealth Consulting
North Carolina
$2.88K -$411 -13 -13%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$2.53K – – –
AIM
368
Anchor Investment Management
South Carolina
$2.37K – – –
BIA
369
Bell Investment Advisors
California
$2.24K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$2.21K – – –
SS
371
Sunbelt Securities
Texas
$2.01K +$1.05K +33 +110%
VWA
372
Valued Wealth Advisors
Utah
$1.99K +$1.99K +63 New
AF
373
Allworth Financial
California
$1.98K -$409 -13 -17%
WA
374
Whipplewood Advisors
Colorado
$1.77K +$1.77K +56 New
MCM
375
Manchester Capital Management
Vermont
$1.71K +$348 +11 +26%
13 14
15
16 17