280 hedge funds and large institutions have $3.3B invested in Box in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
-23
Holders Change %
-7.59%
% of All Funds
4.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
35
Increased
95
Reduced
106
Closed
56
Calls
$152M
Puts
$150M
Net Calls
+$2.12M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
201
Cornerstone Investment Partners
Georgia
$252K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$252K +$21.5K +839 +9%
CM
203
Capula Management
Cayman Islands
$247K +$247K +9,658 New
SG
204
StoneX Group
New York
$242K -$11.5K -450 -5%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K -$765K -29,940 -78%
CG
206
Caprock Group
Idaho
$220K +$220K +8,600 New
AL
207
Aspiriant LLC
California
$219K +$219K +8,586 New
BCM
208
Bayesian Capital Management
New York
$210K +$210K +8,224 New
X
209
Xponance
Pennsylvania
$206K +$206K +8,081 New
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$202K -$68.1K -2,671 -25%
CWM
211
Cahaba Wealth Management
Georgia
$201K +$201K +8,439 New
NICM
212
Neo Ivy Capital Management
New York
$183K +$136K +5,325 +293%
MHR
213
Matthew Hamilton Rosenberg
$174K
SO
214
STRS Ohio
Ohio
$166K +$123K +4,800 +282%
SPIA
215
Steward Partners Investment Advisory
New York
$133K -$17.9K -700 -12%
WTC
216
WhitTier Trust Company
Nevada
$123K +$123K +4,821 New
PA
217
Parallel Advisors
California
$110K -$26.9K -1,056 -20%
Creative Planning
218
Creative Planning
Kansas
$84K -$297K -11,592 -78%
Lazard Asset Management
219
Lazard Asset Management
New York
$80K +$80K +3,166 New
EW
220
Evoke Wealth
California
$69K
WT
221
Whittier Trust
California
$62K
NFSG
222
Newbridge Financial Services Group
Florida
$58K +$8.21K +324 +16%
BU
223
BBVA USA
Alabama
$58K +$58K +2,286 New
HIIFS
224
Harel Insurance Investments & Financial Services
Israel
$56K -$94.2K -3,709 -63%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$51.1K