324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
176
Erste Asset Management
Austria
$582K
VIA
177
Virtus Investment Advisers
Connecticut
$576K
CG
178
Cutler Group
California
$538K +$485K +20,055 +912%
AB
179
Amalgamated Bank
New York
$523K +$4.69K +194 +0.9%
LCM
180
Legato Capital Management
California
$522K +$82.1K +3,390 +19%
ASN
181
Advisory Services Network
Georgia
$496K -$18.9K -780 -4%
CGH
182
Crossmark Global Holdings
Texas
$495K +$12.2K +476 +3%
PP
183
Prudential plc
United Kingdom
$482K -$847 -35 -0.2%
ProShare Advisors
184
ProShare Advisors
Maryland
$468K +$993 +41 +0.2%
GC
185
Guggenheim Capital
Illinois
$468K +$284K +11,729 +154%
Franklin Resources
186
Franklin Resources
California
$459K -$52.1K -2,152 -10%
BHPW
187
Beverly Hills Private Wealth
California
$446K -$456K -18,851 -51%
GC
188
Garde Capital
Washington
$441K
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$439K -$78.6K -3,248 -15%
CIC
190
Cornercap Investment Counsel
Georgia
$431K -$439K -18,146 -50%
PI
191
PEAK6 Investments
Illinois
$424K +$424K +17,507 New
AG
192
Algert Global
California
$423K -$1.1M -45,680 -72%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$421K -$33.9K -1,399 -7%
GS
194
GTS Securities
New York
$414K +$90.1K +3,723 +28%
LBWM
195
Left Brain Wealth Management
Illinois
$411K
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$399K +$399K +16,485 New
Verition Fund Management
197
Verition Fund Management
Connecticut
$389K -$312K -12,905 -45%
NAM
198
NorthCrest Asset Manangement
Minnesota
$380K -$7.26K -300 -2%
ZCM
199
Ziegler Capital Management
Illinois
$371K +$14.1K +582 +4%
IIC
200
Integrated Investment Consultants
Michigan
$367K +$4.38K +181 +1%