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Box
BOX

Overview Fund Activity

343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$106M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$94.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$62.4M
4
BlackRock
4
BlackRock
New York
$408M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$64.8M

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.7M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$2.46M
3
EARNEST Partners
3
EARNEST Partners
Georgia
$178M
4
ECM
4
ExodusPoint Capital Management
New York
$7.01M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
376
Seven Eight Capital
New York
– -$266K -9,929 Closed
BC
377
Bridgefront Capital
Texas
– -$262K -9,773 Closed
PWM
378
Perigon Wealth Management
California
– -$250K -9,330 Closed
NRD
379
Nebula Research & Development
New York
– -$231K -8,629 Closed
Corient Private Wealth
380
Corient Private Wealth
Florida
– -$231K -8,625 Closed
SFM
381
Systematic Financial Management
New Jersey
– -$230K -8,581 Closed
B
382
Bellecapital
Switzerland
– -$224K -8,364 Closed
KI
383
Kapitalo Investimentos
Brazil
– -$200K -7,453 Closed
Group One Trading
384
Group One Trading
Illinois
– -$193K -7,211 Closed
Robeco Institutional Asset Management
385
Robeco Institutional Asset Management
Netherlands
– -$168K -6,286 Closed
AAS
386
Ameritas Advisory Services
Nebraska
– -$120K -4,486 Closed
JIR
387
James Investment Research
Ohio
– -$85K -3,163 Closed
AS
388
Altshuler Shaham
Israel
– -$30K -1,118 Closed
Baillie Gifford & Co
389
Baillie Gifford & Co
United Kingdom
– -$28K -1,047 Closed
DZ Bank
390
DZ Bank
Germany
– -$26.9K -1,000 Closed
TWA
391
TCI Wealth Advisors
Arizona
– -$17.9K -668 Closed
SSC
392
Syverson Strege & Co
Iowa
– -$14.7K -548 Closed
BAM
393
Belpointe Asset Management
Nevada
– -$13.9K -519 Closed
ST
394
Sageworth Trust
Pennsylvania
– -$8.39K -313 Closed
Point72 Asset Management
395
Point72 Asset Management
Connecticut
– -$3.91K -146 Closed
SFG
396
Steward Financial Group
Texas
– -$2K -75 Closed
CWA
397
Clearview Wealth Advisors
Oregon
– -$1.61K -60 Closed
MBFW
398
Morton Brown Family Wealth
Pennsylvania
– -$1.39K -52 Closed
SC
399
Schubert & Co
Texas
– -$911 -34 Closed
AWM
400
Accel Wealth Management
Iowa
– -$911 -34 Closed
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16
17