251 hedge funds and large institutions have $1.68B invested in Box in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
5.54%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
53
Increased
76
Reduced
79
Closed
49
Calls
$13.1M
Puts
$22.3M
Net Calls
-$9.19M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
201
Evoke Wealth
California
$38K
WT
202
Whittier Trust
California
$34K -$790 -56 -2%
NG
203
NWK Group
California
$34K +$34K +2,400 New
US Bancorp
204
US Bancorp
Minnesota
$33K +$5.55K +389 +20%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$28.1K
CIA
207
CSat Investment Advisory
Michigan
$28K
BC
208
Bartlett & Co
Ohio
$28K +$28K +2,000 New
QCG
209
Quadrant Capital Group
Ohio
$27K +$27K +1,909 New
BFEC
210
Benjamin F. Edwards & Company
Missouri
$23K -$16.9K -1,209 -42%
WTC
211
WhitTier Trust Company
Nevada
$22K -$8.83K -615 -29%
TCOV
212
Trust Company of Vermont
Vermont
$22K
EWM
213
Edge Wealth Management
New York
$20K
MAM
214
Meeder Asset Management
Ohio
$19K +$19K +1,319 New
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$18K -$10.5K -740 -37%
WIM
216
Westside Investment Management
California
$16.3K +$16.3K +1,294 New
NSIM
217
North Star Investment Management
Illinois
$14K
OIA
218
Optimum Investment Advisors
Illinois
$14K
LWM
219
Lenox Wealth Management
Ohio
$14K
FPB
220
First PREMIER Bank
South Dakota
$14K +$14K +1,000 New
Federated Hermes
221
Federated Hermes
Pennsylvania
$13K +$768 +53 +6%
GWM
222
Geneos Wealth Management
Colorado
$12K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$11K -$31.7K -2,275 -74%
GSWM
224
Golden State Wealth Management
California
$8K +$8K +550 New
ClearBridge Investments
225
ClearBridge Investments
New York
$6K -$21M -1,401,139 -100%