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325 hedge funds and large institutions have $3.09B invested in Box in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $51.7M | Put options by funds: $16.3M

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

2% more funds holding

Funds holding: 320325 (+5)

0.18% less ownership

Funds ownership: 85.05%84.87% (-0.18%)

11% less capital invested

Capital invested by funds: $3.48B → $3.09B (-$383M)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
325
Holders Change
+5
Holders Change %
+1.56%
% of All Funds
5.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
45
Increased
98
Reduced
128
Closed
31
Calls
$51.7M
Puts
$16.3M
Net Calls
+$35.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$33.6M +$13M +463,670 +57%
N
27
Nuveen
North Carolina
$31.6M -$1.48M -52,836 -4%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$31.5M +$1.04M +37,150 +3%
Deutsche Bank
29
Deutsche Bank
Germany
$30.6M +$17.1M +613,586 +101%
Millennium Management
30
Millennium Management
New York
$29.1M +$4.27M +152,846 +15%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$28.7M -$8.92M -319,326 -22%
Charles Schwab
32
Charles Schwab
California
$27.8M -$3.48M -124,467 -10%
CS
33
Credit Suisse
Switzerland
$27.5M +$3.21M +114,925 +12%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$26.9M -$749K -26,797 -2%
Wells Fargo
35
Wells Fargo
California
$26.3M -$1.5M -53,780 -5%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$25.9M +$5.89M +210,724 +26%
SIMG
37
Stephens Investment Management Group
Texas
$25.9M +$28.7M +1,028,866 New
Victory Capital Management
38
Victory Capital Management
Texas
$24.1M +$26.2M +937,436 +4,806%
SCA
39
Summit Creek Advisors
Minnesota
$24M -$3.44M -122,982 -11%
OAM
40
Ophir Asset Management
Australia
$23.8M +$4.76M +170,194 New
FWIA
41
Fort Washington Investment Advisors
Ohio
$22.8M -$5.18M -185,238 -17%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$21.9M -$403K -14,406 -2%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$17.4M +$5.53M +198,025 +40%
BC
44
Burney Company
Virginia
$17.3M -$1.38M -49,431 -7%
GLA
45
Great Lakes Advisors
Illinois
$17.1M -$550K -19,685 -3%
PCM
46
Peregrine Capital Management
Minnesota
$16.6M -$200K -7,151 -1%
Invesco
47
Invesco
Georgia
$16M -$2.67M -95,532 -13%
Ameriprise
48
Ameriprise
Minnesota
$15.7M +$206K +7,368 +1%
JP Morgan Chase
49
JP Morgan Chase
New York
$15.3M +$9.56M +342,286 +128%
RCAMU
50
Rothschild & Co Asset Management US
Connecticut
$15M -$814K -29,146 -5%