258 hedge funds and large institutions have $1.88B invested in Box in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
41
Increased
94
Reduced
66
Closed
48
Calls
$29.9M
Puts
$35.4M
Net Calls
-$5.51M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
201
Truvestments Capital
Florida
$52K +$52K +2,950 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$45K +$45K +2,530 New
WT
203
Whittier Trust
California
$43K -$535K -30,662 -93%
WTC
204
WhitTier Trust Company
Nevada
$38K
VFA
205
Valeo Financial Advisors
Indiana
$36K +$31.8K +1,815 +756%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.7K +$21.1K +1,200 +200%
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$30.8K
TCOV
208
Trust Company of Vermont
Vermont
$28K
EWM
209
Edge Wealth Management
New York
$28K
GWM
210
Geneos Wealth Management
Colorado
$26K +$3.49K +200 +15%
CIA
211
CSat Investment Advisory
Michigan
$26K +$26K +1,489 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$24K -$655 -37 -3%
GHCM
213
Glen Harbor Capital Management
California
$23K
MCIM
214
Meadow Creek Investment Management
Georgia
$19K
HCM
215
Hilton Capital Management
New York
$18K
OIA
216
Optimum Investment Advisors
Illinois
$18K
LWM
217
Lenox Wealth Management
Ohio
$18K
FCFS
218
First Command Financial Services
Texas
$18K
FCB
219
First Command Bank
Texas
$18K
WIM
220
Westside Investment Management
California
$17.8K +$17.8K +3,300 New
TIS
221
Tortoise Index Solutions
Kansas
$17K +$928 +54 +6%
CFD
222
Creative Financial Designs
Indiana
$16K -$2.64K -150 -14%
FIB
223
First Interstate Bank
Montana
$16K +$7.44K +425 +87%
EP
224
Elkfork Partners
Oregon
$15K
RE
225
RBC Europe
United Kingdom
$14.8K