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349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$32.7M +$2.07M +77,782 +7%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$26.7M +$504K +18,906 +2%
Ameriprise
28
Ameriprise
Minnesota
$26.6M -$6.25M -234,490 -19%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$25M -$13.3M -498,748 -34%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$23.5M -$2.75M -103,172 -10%
Principal Financial Group
31
Principal Financial Group
Iowa
$21M -$513K -19,235 -2%
FWIA
32
Fort Washington Investment Advisors
Ohio
$20.9M +$2.42M +90,670 +13%
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$20.4M +$20.6M +771,440 New
N
34
Nuveen
North Carolina
$20.1M +$2.21M +82,849 +12%
DCM
35
Divisar Capital Management
California
$19.3M +$800K +30,000 +4%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$18.4M -$4.97M -186,465 -21%
Man Group
37
Man Group
United Kingdom
$18.1M -$661K -24,798 -3%
Victory Capital Management
38
Victory Capital Management
Texas
$17.5M +$1.93M +72,600 +12%
WAM
39
Weiss Asset Management
Massachusetts
$17.2M +$17.3M +649,143 New
Invesco
40
Invesco
Georgia
$16.2M +$2.3M +86,392 +16%
Jane Street
41
Jane Street
New York
$14.6M +$11.8M +444,291 +408%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$14.3M +$7.65M +287,080 +113%
PCM
43
Peregrine Capital Management
Minnesota
$13.5M +$176K +6,609 +1%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$11.8M -$2.23M -83,631 -16%
HighTower Advisors
45
HighTower Advisors
Illinois
$11.7M -$238K -8,916 -2%
Goldman Sachs
46
Goldman Sachs
New York
$11.3M -$3.45M -129,267 -23%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$10.9M +$104K +3,909 +1%
Legal & General Group
48
Legal & General Group
United Kingdom
$10.8M -$40K -1,501 -0.4%
Norges Bank
49
Norges Bank
Norway
$10.8M -$14.2M -532,716 -57%
SBH
50
Segall Bryant & Hamill
Illinois
$10.6M +$288K +10,815 +3%