373 hedge funds and large institutions have $3.84B invested in Box in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 108 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+51
Holders Change %
+15.84%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
80
Increased
108
Reduced
125
Closed
27
Calls
$51.2M
Puts
$21.7M
Net Calls
+$29.5M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NYLIM
201
New York Life Investment Management
New York
$608K +$68.6K +2,203 +13%
ASN
202
Advisory Services Network
Georgia
$591K -$64.5K -2,073 -10%
TFA
203
Toth Financial Advisory
Virginia
$591K +$591K +19,000 New
Franklin Resources
204
Franklin Resources
California
$588K -$568K -18,254 -49%
ProShare Advisors
205
ProShare Advisors
Maryland
$568K +$78.5K +2,521 +16%
GC
206
Garde Capital
Washington
$568K
LBWM
207
Left Brain Wealth Management
Illinois
$555K +$555K +17,838 New
EGM
208
Engineers Gate Manager
New York
$550K -$980K -31,474 -64%
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$520K +$225K +7,225 +76%
CCM
210
Coldstream Capital Management
Washington
$511K +$511K +16,405 New
BCM
211
Brainard Capital Management
Texas
$501K +$501K +16,094 New
XT
212
XTX Topco
Cayman Islands
$488K +$488K +15,672 New
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$479K +$479K +15,391 New
NAM
214
NorthCrest Asset Manangement
Minnesota
$476K +$3.11K +100 +0.7%
BHPW
215
Beverly Hills Private Wealth
California
$472K +$472K +15,159 New
COI
216
Connable Office Inc
Michigan
$471K
RC
217
RBF Capital
California
$471K +$471K +15,000 New
IIC
218
Integrated Investment Consultants
Michigan
$464K +$7.07K +227 +2%
PWM
219
Prosperity Wealth Management
California
$462K +$462K +14,825 New
YIH
220
Y-Intercept (HK)
Hong Kong
$459K -$510K -16,395 -53%
MSR
221
Main Street Research
Connecticut
$445K
YC
222
Yarbrough Capital
Tennessee
$442K
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$436K
PA
224
Parallel Advisors
California
$432K +$57.2K +1,839 +15%
KAM
225
Karani Asset Management
New York
$429K -$3.67K -118 -0.8%