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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
UBS AM
51
UBS AM
Illinois
$10M +$4.47M +167,805 +80%
Canada Life
52
Canada Life
Manitoba, Canada
$9.77M +$664K +24,919 +7%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$9.51M +$1.3M +48,633 +16%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$9.43M -$1.72M -64,373 -15%
CC
55
Cornerstone Capital
California
$8.9M -$696K -26,128 -7%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$8.77M +$1.05M +39,366 +13%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$8.67M -$4.8M -180,188 -35%
Prudential Financial
58
Prudential Financial
New Jersey
$8.45M +$1.15M +43,264 +16%
Citigroup
59
Citigroup
New York
$8.44M +$4.64M +173,991 +120%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.4M +$621K +23,305 +8%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$8.39M +$889K +33,354 +12%
TI
62
Trexquant Investment
Connecticut
$8.32M -$1.55M -58,119 -16%
SI
63
Scout Investments
Missouri
$7.91M -$764K -28,668 -9%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$7.55M -$1.11M -41,811 -13%
Swiss National Bank
65
Swiss National Bank
Switzerland
$7.5M
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$7.33M -$1.1M -41,329 -13%
CP
67
CenterBook Partners
Connecticut
$7.3M +$3.79M +142,166 +106%
TAC
68
Twenty Acre Capital
Pennsylvania
$6.82M +$911K +34,200 +17%
Assenagon Asset Management
69
Assenagon Asset Management
Luxembourg
$6.74M +$4.01M +150,309 +144%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$6.63M +$2.98M +111,641 +80%
VMPIC
71
Varma Mutual Pension Insurance Co
Finland
$5.94M -$6.56M -246,100 -52%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$5.61M +$712K +26,702 +14%
AllianceBernstein
73
AllianceBernstein
Tennessee
$5.23M -$3.99M -149,694 -43%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$5.02M
Connor, Clark & Lunn Investment Management (CC&L)
75
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.92M -$1.4M -52,395 -22%