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Box
BOX

Overview Fund Activity

339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$725M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M
3
State Street
3
State Street
Massachusetts
$162M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$40.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.6M
3
FCM
3
Freshford Capital Management
New York
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
M
176
MYeCFO
California
$578K 20,423 -6,428 -24%
STA
177
Summit Trail Advisors
New York
$569K 20,094 -19,545 -49%
CM
178
Caption Management
Oklahoma
$538K 19,000 +6,000 +46%
LPL Financial
179
LPL Financial
California
$532K 18,781 +1,207 +7%
Franklin Resources
180
Franklin Resources
California
$525K 18,544 +188 +1%
CIC
181
Cornercap Investment Counsel
Georgia
$522K 18,415 +226 +1%
ASN
182
Advisory Services Network
Georgia
$521K 18,400 +1,275 +7%
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$497K 17,532 -49,051 -74%
Verition Fund Management
184
Verition Fund Management
Connecticut
$474K 16,736 +684 +4%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$473K 16,693 +208 +1%
BHPW
186
Beverly Hills Private Wealth
California
$473K 16,688 +945 +6%
HCA
187
Harbor Capital Advisors
Illinois
$467K 16,479 -12,901 -44%
CL
188
CSS LLC
Illinois
$464K 16,400 +4,000 +32%
AI
189
Atom Investors
Texas
$454K 16,018 +16,018 New
GC
190
Garde Capital
Washington
$452K 15,972 -310 -2%
CAM
191
Cresset Asset Management
Illinois
$438K 15,475 +573 +4%
NAM
192
NorthCrest Asset Manangement
Minnesota
$433K 15,300 -400 -3%
SMDAM
193
Sumitomo Mitsui DS Asset Management
Japan
$432K 15,271 +5,610 +58%
COI
194
Connable Office Inc
Michigan
$429K 15,134 – –
ZCM
195
Ziegler Capital Management
Illinois
$428K 15,124 -216 -1%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$415K 14,640 -22,353 -60%
DFCM
197
Dark Forest Capital Management
Puerto Rico
$413K 14,581 -37,098 -72%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$411K 14,514 -2,367 -14%
HWM
199
Hohimer Wealth Management
Washington
$409K 14,453 +14,453 New
BC
200
Brio Consultants
California
$408K 14,404 -25,253 -64%
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