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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
MCM
376
Manchester Capital Management
Vermont
$1.41K +$292 +10 +30%
PWMG
377
Private Wealth Management Group
New Jersey
$1.38K
FHA
378
First Horizon Advisors
Tennessee
$1.34K +$1.2K +41 New
SIS
379
Sound Income Strategies
Florida
$1.31K
PMAM
380
Picton Mahoney Asset Management
Ontario, Canada
$1K +$992 +34 New
SS
381
Sunbelt Securities
Texas
$982
RAM
382
Riggs Asset Management
Pennsylvania
$819
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$819 +$233 +8 +47%
GM
384
GeoWealth Management
Illinois
$720 +$642 +22 New
SIC
385
SJS Investment Consulting
Ohio
$655 -$29 -1 -5%
MFG
386
Mendota Financial Group
Wisconsin
$491 +$438 +15 New
ACM
387
Anfield Capital Management
California
$393
HI
388
Harbour Investments
Wisconsin
$393
CPG
389
Cornerstone Planning Group
New Jersey
$321 +$292 +10 New
HNB
390
Huntington National Bank
Ohio
$295
AWM
391
Abound Wealth Management
Tennessee
$262 -$88 -3 -27%
MCM
392
MV Capital Management
Maryland
$230 -$29 -1 -13%
CA
393
Claris Advisors
Missouri
$196 +$175 +6 New
CMP
394
Coston McIsaac & Partners
Maine
$9 +$8.75K +300 New
VMPIC
395
Varma Mutual Pension Insurance Co
Finland
-$5.94M -224,600 Closed
PRC
396
Pearl River Capital
Michigan
-$4.89M -184,797 Closed
UOC
397
UBS O'Connor
Illinois
-$3.97M -150,000 Closed
PWS
398
Peloton Wealth Strategists
Indiana
-$3.6M -136,250 Closed
GAM
399
Gotham Asset Management
New York
-$1.72M -65,114 Closed
NICM
400
Neo Ivy Capital Management
New York
-$1.41M -53,180 Closed