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 %
BWA
176
BDO Wealth Advisors
Florida
$511K
GC
177
Garde Capital
Washington
$496K -$2.56K -100 -0.5%
William Blair & Company
178
William Blair & Company
Illinois
$493K -$213K -8,350 -30%
MIM
179
Merrion Investment Management
New Jersey
$490K -$7.66K -300 -2%
PHK
180
Point72 Hong Kong
Hong Kong
$490K +$490K +19,197 New
GT
181
Glenmede Trust
Pennsylvania
$474K +$816 +32 +0.2%
EGM
182
Engineers Gate Manager
New York
$438K +$438K +17,137 New
Wolverine Trading
183
Wolverine Trading
Illinois
$395K -$213K -8,328 -35%
EMG
184
ETF Managers Group
New Jersey
$392K -$31.4K -1,224 -7%
CA
185
Capital Advantage
California
$380K +$380K +14,862 New
Franklin Resources
186
Franklin Resources
California
$366K +$50.7K +1,985 +16%
SCA
187
STALEY CAPITAL ADVISERS
Pennsylvania
$358K
TMAM
188
Tokio Marine Asset Management
Japan
$355K +$20.4K +800 +6%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$334K +$30.8K +1,206 +10%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$327K +$327K +12,789 New
AIP
191
Ameritas Investment Partners
Nebraska
$302K
Marshall Wace
192
Marshall Wace
United Kingdom
$289K -$4.56M -178,609 -94%
KAS
193
Kestra Advisory Services
Texas
$280K +$51.2K +2,000 +22%
SAM
194
Shell Asset Management
Netherlands
$279K +$15.1K +590 +6%
SM
195
Sciencast Management
New Jersey
$273K -$518K -20,731 -65%
PAMU
196
Pictet Asset Management (UK)
United Kingdom
$271K -$63.3K -2,482 -19%
VF
197
Virtu Financial
New York
$264K +$264K +10,345 New
NA
198
NewEdge Advisors
Louisiana
$259K -$8.55K -335 -3%
Truist Financial
199
Truist Financial
North Carolina
$257K -$128K -5,008 -33%
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
$255K -$15.8M -618,331 -98%