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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
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$2.23M +$2.25M +84,405 New
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.21M +$1.91M +71,536 +587%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.19M +$30.9K +1,160 +1%
Verition Fund Management
104
Verition Fund Management
Connecticut
$2.17M +$1.74M +65,408 +391%
US Bancorp
105
US Bancorp
Minnesota
$2.17M +$993K +37,269 +83%
CF
106
Corebridge Financial
Texas
$2.16M +$2.18M +81,840 New
WB
107
WesBanco Bank
West Virginia
$2.15M
MIM
108
MetLife Investment Management
New Jersey
$2.15M +$224K +8,406 +12%
PA
109
Paralel Advisors
Colorado
$2.13M +$243K +9,134 +13%
GLA
110
Great Lakes Advisors
Illinois
$2.12M -$291K -10,931 -12%
IMRF
111
Illinois Municipal Retirement Fund
Illinois
$2.09M +$2.11M +79,127 New
AG
112
Algert Global
California
$2.06M +$746K +27,973 +56%
HF
113
HRT Financial
New York
$2.05M +$2.07M +77,602 New
HSBC Holdings
114
HSBC Holdings
United Kingdom
$2.04M +$177K +6,638 +9%
JRP
115
Jasper Ridge Partners
California
$2.03M
MAM
116
Martingale Asset Management
Massachusetts
$2.01M -$959 -36 -0%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2M +$107K +4,000 +6%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$1.92M +$40K +1,500 +2%
AFA
119
Abacus FCF Advisors
Florida
$1.9M +$1.08M +40,561 +130%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$1.81M -$1.11M -41,695 -38%
GAM
121
Gotham Asset Management
New York
$1.72M +$1.19M +44,497 +216%
SPS
122
Susquehanna Portfolio Strategies
Pennsylvania
$1.67M
Two Sigma Investments
123
Two Sigma Investments
New York
$1.64M -$1.07M -40,310 -39%
Comerica Bank
124
Comerica Bank
Texas
$1.62M -$631K -23,659 -28%
EAM
125
EFG Asset Management
Oregon
$1.6M +$7.62K +286 +0.5%