293 hedge funds and large institutions have $2.19B invested in Box in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+14
Holders Change %
+5.02%
% of All Funds
5.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
53
Increased
104
Reduced
92
Closed
37
Calls
$19.6M
Puts
$33.6M
Net Calls
-$14M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$257K +$25.2K +1,452 +11%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$253K
CC
203
Cornerstone Capital
California
$253K +$11.8K +680 +5%
PWM
204
Perigon Wealth Management
California
$251K -$4.55K -262 -2%
SCA
205
STALEY CAPITAL ADVISERS
Pennsylvania
$243K
CIM
206
CIM Investment Management
Pennsylvania
$233K +$233K +13,430 New
GC
207
Guggenheim Capital
Illinois
$232K -$7.6K -437 -3%
IA
208
IndexIQ Advisors
New York
$232K +$12.6K +727 +6%
PAMU
209
Pictet Asset Management (UK)
United Kingdom
$227K +$227K +13,100 New
WCM
210
Weld Capital Management
New York
$224K +$224K +12,895 New
William Blair & Company
211
William Blair & Company
Illinois
$220K +$220K +12,650 New
AIP
212
Ameritas Investment Partners
Nebraska
$205K -$17.2K -990 -8%
SS
213
Simplicity Solutions
Minnesota
$203K +$203K +11,689 New
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
$201K -$118K -6,799 -37%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$201K +$799 +46 +0.4%
KAM
216
Karani Asset Management
New York
$201K +$201K +11,550 New
SAM
217
Shell Asset Management
Netherlands
$198K
MIH
218
Meitav Investment House
Israel
$192K +$192K +11,044 New
CWM
219
Cahaba Wealth Management
Georgia
$189K
PTC
220
Petrus Trust Company
Texas
$185K +$18.1K +1,043 +11%
WC
221
Weil Company
California
$183K +$16.1K +926 +10%
HighTower Advisors
222
HighTower Advisors
Illinois
$180K -$186K -10,769 -51%
TVAMP
223
Tennessee Valley Asset Management Partners
Tennessee
$180K +$180K +10,350 New
SPIA
224
Steward Partners Investment Advisory
New York
$150K +$54.3K +3,125 +57%
SO
225
STRS Ohio
Ohio
$128K -$147K -8,500 -53%