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 %
VI
176
Versor Investments
New York
$492K +$492K +19,200 New
Franklin Resources
177
Franklin Resources
California
$470K -$15.7K -613 -3%
CIC
178
Cornercap Investment Counsel
Georgia
$466K +$9.63K +376 +2%
LPL Financial
179
LPL Financial
California
$450K +$110K +4,282 +32%
MFS
180
Mirabella Financial Services
United Kingdom
$444K +$444K +17,334 New
ASN
181
Advisory Services Network
Georgia
$439K -$86K -3,359 -16%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$433K -$309K -12,064 -42%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$432K -$13.3K -518 -3%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$422K
NA
185
NewEdge Advisors
Louisiana
$421K +$52K +1,953 +14%
Principal Financial Group
186
Principal Financial Group
Iowa
$417K +$39.7K +1,552 +11%
GC
187
Garde Capital
Washington
$417K -$49.9K -1,949 -11%
Verition Fund Management
188
Verition Fund Management
Connecticut
$411K
CC
189
Cipher Capital
New York
$405K +$405K +15,800 New
BHPW
190
Beverly Hills Private Wealth
California
$403K -$68.6K -2,679 -15%
NAM
191
NorthCrest Asset Manangement
Minnesota
$402K
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$399K -$442K -17,274 -53%
ZCM
193
Ziegler Capital Management
Illinois
$393K
COI
194
Connable Office Inc
Michigan
$388K
AWA
195
Arkadios Wealth Advisors
Georgia
$385K -$2.64K -103 -0.7%
IIC
196
Integrated Investment Consultants
Michigan
$382K -$6.33K -247 -2%
CAM
197
Cresset Asset Management
Illinois
$382K +$60.3K +2,354 +19%
AIP
198
Ameritas Investment Partners
Nebraska
$374K +$15K +587 +4%
SP
199
Systematic Portfolios
New York
$370K +$370K +14,453 New
YC
200
Yarbrough Capital
Tennessee
$363K