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Box
BOX

Overview Fund Activity

343 hedge funds and large institutions have $3.75B invested in Box in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
-20
Holders Change %
-5.51%
% of All Funds
5.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
41
Increased
110
Reduced
122
Closed
59
Calls
$33.4M
Puts
$23.3M
Net Calls
+$10.1M
Net Calls Change
+$2M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$106M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.5M
3
Deutsche Bank
Deutsche Bank
Germany
$62.4M
4
BlackRock
BlackRock
New York
$408M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$64.8M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$5.7M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.46M
3
EARNEST Partners
EARNEST Partners
Georgia
$178M
4
ECM
ExodusPoint Capital Management
New York
$7.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
COI
201
Connable Office Inc
Michigan
$445K – – –
IIC
202
Integrated Investment Consultants
Michigan
$441K +$1.41K +48 +0.3%
ZCM
203
Ziegler Capital Management
Illinois
$434K +$82.9K +2,822 +24%
PFO
204
Pathstone Family Office
New Jersey
$429K -$7.58K -258 -2%
CCM
205
Coldstream Capital Management
Washington
$425K – – –
YC
206
Yarbrough Capital
Tennessee
$417K – – –
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$411K – – –
GS
208
GTS Securities
New York
$393K +$393K +13,379 New
CF
209
Cantor Fitzgerald
New York
$379K – – –
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$372K -$37.6K -1,282 -9%
SG Americas Securities
211
SG Americas Securities
New York
$370K -$4.84M -164,586 -93%
SO
212
STRS Ohio
Ohio
$364K +$58.7K +2,000 +19%
P
213
Pitcairn
Pennsylvania
$363K -$2K -68 -0.5%
OR
214
Olympiad Research
Connecticut
$362K +$362K +12,333 New
SAM
215
Shell Asset Management
Netherlands
$362K -$2.06K -70 -0.6%
NA
216
NewEdge Advisors
Louisiana
$358K -$409K -13,918 -53%
AWS
217
Atria Wealth Solutions
New York
$349K -$16.6K -564 -5%
Vontobel Holding
218
Vontobel Holding
Switzerland
$343K – – –
AIP
219
Ameritas Investment Partners
Nebraska
$342K +$20.2K +686 +6%
TSS
220
Two Sigma Securities
New York
$339K +$339K +11,543 New
OQS
221
Occudo Quantitative Strategies
Florida
$339K +$339K +11,525 New
CAM
222
Cresset Asset Management
Illinois
$337K +$337K +11,463 New
ACM
223
Aquatic Capital Management
Illinois
$326K +$326K +11,100 New
GAM
224
Gotham Asset Management
New York
$319K -$1.53M -52,131 -83%
FA
225
FDx Advisors
Illinois
$318K +$37.6K +1,280 +13%
7 8
9
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