330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
126
Wedge Capital Management
North Carolina
$1.29M -$25.7K -1,004 -2%
Simplex Trading
127
Simplex Trading
Illinois
$1.26M +$1.14M +44,565 +1,003%
UFM
128
Ursa Fund Management
California
$1.25M +$1.25M +49,000 New
TAM
129
Tealwood Asset Management
Minnesota
$1.24M -$27.8K -1,086 -2%
MFIM
130
Mesirow Financial Investment Management
Illinois
$1.19M +$1.19M +46,370 New
Capstone Investment Advisors
131
Capstone Investment Advisors
New York
$1.18M +$1.18M +45,927 New
Bessemer Group
132
Bessemer Group
New Jersey
$1.15M +$273K +10,680 +31%
CWP
133
Cyndeo Wealth Partners
Florida
$1.14M -$178K -6,946 -14%
DT
134
Diversified Trust
Tennessee
$1.11M +$262K +10,212 +31%
TC
135
TwinBeech Capital
New York
$1.08M -$5.44M -212,596 -83%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$1.06M -$673K -26,274 -39%
Stifel Financial
137
Stifel Financial
Missouri
$1.05M -$6.4K -250 -0.6%
CF
138
Centaurus Financial
California
$1.05M -$73.3K -2,864 -7%
ASRS
139
Arizona State Retirement System
Arizona
$1.03M -$24.8K -970 -2%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.03M
BC
141
Brio Consultants
California
$1.02M +$1.02M +39,657 New
STA
142
Summit Trail Advisors
New York
$1.02M +$640 +25 +0.1%
EWM
143
Empirical Wealth Management
Washington
$970K +$163K +6,363 +20%
Osaic Holdings
144
Osaic Holdings
Arizona
$967K -$525K -20,513 -35%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$947K -$2.91M -113,713 -75%
PI
146
PEAK6 Investments
Illinois
$928K +$480K +18,727 +107%
HighTower Advisors
147
HighTower Advisors
Illinois
$919K -$67.3K -2,643 -7%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$888K -$346K -13,530 -28%
BHCM
149
Brevan Howard Capital Management
Jersey
$863K +$863K +33,708 New
TRCT
150
Tower Research Capital (TRC)
New York
$856K +$793K +30,947 +1,242%