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Box
BOX

Overview Fund Activity

343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$106M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.5M
3
Deutsche Bank
Deutsche Bank
Germany
$62.4M
4
BlackRock
BlackRock
New York
$408M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$64.8M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$5.7M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.46M
3
EARNEST Partners
EARNEST Partners
Georgia
$178M
4
ECM
ExodusPoint Capital Management
New York
$7.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
126
Algert Global
California
$1.86M -$281K -9,580 -13%
OAM
127
Oppenheimer Asset Management
New York
$1.77M -$13.1K -446 -0.7%
WCM
128
Westerly Capital Management
California
$1.76M +$1.76M +60,000 New
RJFSA
129
Raymond James Financial Services Advisors
Florida
$1.76M -$116K -3,945 -6%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.68M +$13.9K +474 +0.8%
DIA
131
Dana Investment Advisors
Wisconsin
$1.67M +$21.5K +733 +1%
CWP
132
Cyndeo Wealth Partners
Florida
$1.62M -$183K -6,245 -10%
Stifel Financial
133
Stifel Financial
Missouri
$1.59M -$179K -6,079 -10%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$1.57M -$157K -5,351 -9%
Millennium Management
135
Millennium Management
New York
$1.55M -$761K -25,911 -33%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$1.55M -$323K -10,989 -17%
Two Sigma Investments
137
Two Sigma Investments
New York
$1.52M -$8.82M -300,197 -85%
MAM
138
Martingale Asset Management
Massachusetts
$1.51M +$737K +25,096 +96%
TAM
139
Tealwood Asset Management
Minnesota
$1.49M -$51.6K -1,756 -3%
VRS
140
Virginia Retirement Systems
Virginia
$1.46M +$479K +16,300 +49%
KWILP
141
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.42M – – –
JFG
142
Jefferies Financial Group
New York
$1.4M +$1.4M +47,800 New
STA
143
Summit Trail Advisors
New York
$1.4M -$881 -30 -0.1%
KOCAA
144
Knights of Columbus Asset Advisors
Connecticut
$1.32M +$221K +7,511 +20%
GT
145
Glenmede Trust
Pennsylvania
$1.28M – – –
CF
146
Centaurus Financial
California
$1.27M -$103K -3,503 -8%
Osaic Holdings
147
Osaic Holdings
Arizona
$1.23M -$88 -3 -0%
ASRS
148
Arizona State Retirement System
Arizona
$1.19M -$20.8K -707 -2%
VA
149
Valmark Advisers
Ohio
$1.19M +$72.5K +2,466 +7%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$1.18M +$53K +1,804 +5%
4 5
6
7 8