251 hedge funds and large institutions have $1.9B invested in Box in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
40
Increased
82
Reduced
76
Closed
45
Calls
$22.9M
Puts
$43.9M
Net Calls
-$21M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.1K +$8.28K +500 +28%
WTC
202
WhitTier Trust Company
Nevada
$36K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$33.1K +$33.1K +2,000 New
CIA
204
CSat Investment Advisory
Michigan
$33K +$8.25K +496 +33%
BC
205
Bartlett & Co
Ohio
$33K +$33K +2,000 New
US Bancorp
206
US Bancorp
Minnesota
$30K -$518K -30,658 -95%
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$29K
TIS
208
Tortoise Index Solutions
Kansas
$27K +$10.6K +641 +65%
TCOV
209
Trust Company of Vermont
Vermont
$26K
EWM
210
Edge Wealth Management
New York
$22K -$3.18K -200 -13%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$21K -$939 -58 -4%
GHCM
212
Glen Harbor Capital Management
California
$21K
MCIM
213
Meadow Creek Investment Management
Georgia
$18K
OIA
214
Optimum Investment Advisors
Illinois
$17K
HCM
215
Hilton Capital Management
New York
$17K
NSIM
216
North Star Investment Management
Illinois
$17K +$17K +1,000 New
QCG
217
Quadrant Capital Group
Ohio
$17K +$17K +1,080 New
LWM
218
Lenox Wealth Management
Ohio
$16K
Federated Hermes
219
Federated Hermes
Pennsylvania
$15K -$5.83M -349,931 -100%
GWM
220
Geneos Wealth Management
Colorado
$15K -$8.77K -550 -37%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$15K +$4.19K +260 +39%
EP
222
Elkfork Partners
Oregon
$14K
CG
223
Cutler Group
California
$10K -$113K -7,015 -92%
TAM
224
Tyers Asset Management
Texas
$10K
VFA
225
Valeo Financial Advisors
Indiana
$9K -$24.3K -1,500 -73%