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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
HighTower Advisors
51
HighTower Advisors
Illinois
$13.5M -$951K -32,609 -7%
Prudential Financial
52
Prudential Financial
New Jersey
$13.2M +$2.41M +82,721 +26%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$13M -$460K -15,773 -4%
Citigroup
54
Citigroup
New York
$12.8M +$2.1M +72,036 +23%
SBH
55
Segall Bryant & Hamill
Illinois
$12.6M -$459K -15,734 -4%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$12.5M +$1.9M +65,185 +21%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$12.2M +$1.15M +39,365 +12%
UBS AM
58
UBS AM
Illinois
$12.1M -$252K -8,637 -2%
CSS
59
Cubist Systematic Strategies
Connecticut
$12.1M +$7.2M +246,855 +203%
Barclays
60
Barclays
United Kingdom
$11.7M +$6.19M +211,985 +144%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$11.2M -$475K -16,295 -5%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$11M +$6.85M +234,775 +229%
CC
63
Cornerstone Capital
California
$10.7M -$296K -10,140 -3%
Canada Life
64
Canada Life
Manitoba, Canada
$10.6M -$1.32M -45,109 -12%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$10.5M -$937K -32,124 -9%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M -$260K -8,900 -3%
Millennium Management
67
Millennium Management
New York
$9.95M +$7.69M +263,700 +656%
Squarepoint
68
Squarepoint
New York
$9.92M +$8.84M +302,950 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$9.66M +$283K +9,695 +3%
Swiss National Bank
70
Swiss National Bank
Switzerland
$9.29M
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$8.72M -$313K -10,721 -4%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$8.7M -$19.9M -681,337 -72%
SI
73
Scout Investments
Missouri
$8.39M -$1.22M -41,677 -14%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$8.35M
Citadel Advisors
75
Citadel Advisors
Florida
$8.33M +$2.01M +68,916 +37%