280 hedge funds and large institutions have $3.3B invested in Box in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-23
Holders Change %
-7.59%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
35
Increased
95
Reduced
106
Closed
56
Calls
$152M
Puts
$150M
Net Calls
+$2.12M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
151
Duality Advisers
Florida
$808K +$808K +31,606 New
BAM
152
Blueshift Asset Management
New Jersey
$787K -$301K -11,771 -28%
PFO
153
Pathstone Family Office
New Jersey
$755K +$146K +5,701 +24%
AB
154
Amalgamated Bank
New York
$711K +$189K +7,397 +36%
MCC
155
Malaga Cove Capital
California
$692K -$4.14K -162 -0.6%
PWM
156
Perigon Wealth Management
California
$691K -$134K -5,237 -16%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$688K -$82.6K -3,231 -11%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$673K -$5.11K -200 -0.8%
DT
159
Diversified Trust
Tennessee
$662K -$22.8K -893 -3%
EWM
160
Empirical Wealth Management
Washington
$641K
SGAM
161
Smith Group Asset Management
Texas
$612K -$5.87K -230 -1%
Victory Capital Management
162
Victory Capital Management
Texas
$609K -$9.6K -376 -2%
Principal Financial Group
163
Principal Financial Group
Iowa
$602K -$180K -7,038 -23%
LPL Financial
164
LPL Financial
California
$595K -$38.9K -1,522 -6%
TC
165
Truvestments Capital
Florida
$575K -$4.96K -194 -0.9%
Prudential Financial
166
Prudential Financial
New Jersey
$570K -$935K -36,576 -62%
E
167
Ergoteles
New York
$563K +$563K +22,026 New
HighTower Advisors
168
HighTower Advisors
Illinois
$534K -$19.2K -752 -3%
Osaic Holdings
169
Osaic Holdings
Arizona
$527K +$62.4K +2,435 +13%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$517K +$517K +20,228 New
XT
171
XTX Topco
Cayman Islands
$517K +$517K +20,245 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$512K
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$512K +$78.4K +3,066 +18%
DA
174
DCF Advisers
Connecticut
$511K -$511K -20,000 -50%
BBCM
175
Boardman Bay Capital Management
New York
$511K -$256K -10,000 -33%