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349 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
176
IMC Chicago
Illinois
$596K +$601K +22,542 New
PCM
177
Penserra Capital Management
California
$588K +$367K +13,776 +163%
M
178
MYeCFO
California
$580K +$39.8K +1,495 +7%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$557K -$8.98K -337 -2%
SPIA
180
Steward Partners Investment Advisory
New York
$551K -$986 -37 -0.2%
STA
181
Summit Trail Advisors
New York
$538K +$7.06K +265 +1%
Franklin Resources
182
Franklin Resources
California
$533K +$43.5K +1,633 +9%
PI
183
PEAK6 Investments
Illinois
$525K +$529K +19,868 New
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$492K +$50.7K +1,904 +11%
LPL Financial
185
LPL Financial
California
$492K -$4.96K -186 -1%
ASN
186
Advisory Services Network
Georgia
$488K +$1.2K +45 +0.2%
CIC
187
Cornercap Investment Counsel
Georgia
$487K
AI
188
Atria Investments
North Carolina
$482K +$486K +18,231 New
HC
189
Henshaw Capital
Massachusetts
$460K +$7.44K +279 +2%
WC
190
Weil Company
California
$442K -$426K -15,993 -49%
Lazard Asset Management
191
Lazard Asset Management
New York
$442K +$238K +8,944 +114%
PA
192
Profund Advisors
Maryland
$428K -$483K -18,122 -53%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$426K -$38.3K -1,438 -8%
GC
194
Garde Capital
Washington
$422K
SMDAM
195
Sumitomo Mitsui DS Asset Management
Japan
$419K +$14.9K +560 +4%
SG Americas Securities
196
SG Americas Securities
New York
$418K +$188K +7,053 +81%
COI
197
Connable Office Inc
Michigan
$415K +$15.3K +573 +4%
BHPW
198
Beverly Hills Private Wealth
California
$413K -$28.3K -1,060 -6%
Aviva
199
Aviva
United Kingdom
$412K +$416K +15,601 New
JFG
200
Jefferies Financial Group
New York
$411K -$4.27M -160,312 -91%