363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
1CM
151
1492 Capital Management
Wisconsin
$1.25M -$402 -15 -0%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$1.23M -$313K -11,703 -20%
CW
153
Connectus Wealth
Ohio
$1.23M +$1.23M +45,983 New
Principal Financial Group
154
Principal Financial Group
Iowa
$1.17M -$189K -7,071 -14%
State Board of Administration of Florida Retirement System
155
State Board of Administration of Florida Retirement System
Florida
$1.15M
Federated Hermes
156
Federated Hermes
Pennsylvania
$1.13M +$389K +14,521 +53%
Osaic Holdings
157
Osaic Holdings
Arizona
$1.13M -$2.46K -92 -0.2%
AR
158
Advisory Research
Illinois
$1.11M -$1.32M -49,140 -54%
ASRS
159
Arizona State Retirement System
Arizona
$1.1M +$15.8K +589 +1%
MC
160
Maverick Capital
Texas
$1.05M +$1.05M +39,193 New
AFG
161
AFS Financial Group
Maryland
$1.03M -$107K -3,987 -9%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$1.03M +$6.7K +250 +0.7%
VA
163
Valmark Advisers
Ohio
$1.02M +$61.2K +2,283 +6%
HighTower Advisors
164
HighTower Advisors
Illinois
$1M -$112K -4,169 -10%
KOCAA
165
Knights of Columbus Asset Advisors
Connecticut
$999K +$750 +28 +0.1%
CIC
166
Cornercap Investment Counsel
Georgia
$963K -$112K -4,163 -10%
DA
167
Duality Advisers
Florida
$962K +$962K +35,901 New
PAM
168
Panagora Asset Management
Massachusetts
$902K -$12.5M -466,444 -93%
VRS
169
Virginia Retirement Systems
Virginia
$897K -$279K -10,400 -24%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$885K +$188K +7,032 +27%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$878K -$146K -5,443 -14%
AFA
172
Abacus FCF Advisors
Florida
$863K +$113K +4,200 +15%
YIH
173
Y-Intercept (HK)
Hong Kong
$825K +$430K +16,042 +109%
EWM
174
Empirical Wealth Management
Washington
$823K +$3.97K +148 +0.5%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$784K +$84.9K +3,169 +12%