363 hedge funds and large institutions have $3.38B invested in Box in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 131 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-10
Holders Change %
-2.68%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
47
Increased
131
Reduced
129
Closed
52
Calls
$22M
Puts
$14M
Net Calls
+$8.06M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
201
Petrus Trust Company
Texas
$524K +$524K +19,544 New
Franklin Resources
202
Franklin Resources
California
$512K +$6.51K +243 +1%
ASN
203
Advisory Services Network
Georgia
$507K -$1.74K -65 -0.3%
SFI
204
Susquehanna Fundamental Investments
Pennsylvania
$493K -$97K -3,620 -16%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$490K -$42.9K -1,602 -8%
GC
206
Garde Capital
Washington
$489K
BHPW
207
Beverly Hills Private Wealth
California
$488K +$82.1K +3,063 +20%
NYLIM
208
New York Life Investment Management
New York
$485K -$37.9K -1,415 -7%
PAMS
209
Pictet Asset Management (Switzerland)
Switzerland
$475K +$27.8K +1,037 +6%
ProShare Advisors
210
ProShare Advisors
Maryland
$469K -$20.3K -757 -4%
PMEF
211
Point72 Middle East FZE
United Arab Emirates
$432K +$373K +13,935 +637%
Verition Fund Management
212
Verition Fund Management
Connecticut
$430K -$1.45M -54,046 -77%
NAM
213
NorthCrest Asset Manangement
Minnesota
$429K +$18.8K +700 +5%
Mitsubishi UFJ Trust & Banking
214
Mitsubishi UFJ Trust & Banking
Japan
$412K
AWA
215
Arkadios Wealth Advisors
Georgia
$406K +$406K +15,162 New
COI
216
Connable Office Inc
Michigan
$405K
IIC
217
Integrated Investment Consultants
Michigan
$400K +$1.31K +49 +0.3%
PFO
218
Pathstone Family Office
New Jersey
$398K -$911K -34,016 -70%
CCM
219
Coldstream Capital Management
Washington
$388K -$51.9K -1,939 -12%
YC
220
Yarbrough Capital
Tennessee
$380K
SCA
221
STALEY CAPITAL ADVISERS
Pennsylvania
$375K
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$374K +$48.3K +1,802 +15%
KAM
223
Karani Asset Management
New York
$369K
LPL Financial
224
LPL Financial
California
$357K
BTI
225
Blue Trust Inc
Georgia
$351K +$83K +2,670 +31%