324 hedge funds and large institutions have $3.04B invested in Box in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 120 increasing their positions, 123 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
-19
Holders Change %
-5.54%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
120
Reduced
123
Closed
45
Calls
$49.1M
Puts
$17.4M
Net Calls
+$31.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$367K -$1.79K -74 -0.5%
COI
202
Connable Office Inc
Michigan
$366K
GAM
203
Gotham Asset Management
New York
$362K +$99K +4,089 +38%
Principal Financial Group
204
Principal Financial Group
Iowa
$357K -$46.1K -1,904 -11%
I
205
InceptionR
California
$355K +$355K +14,653 New
State of Tennessee, Department of Treasury
206
State of Tennessee, Department of Treasury
Tennessee
$347K +$347K +14,353 New
YC
207
Yarbrough Capital
Tennessee
$344K
AIP
208
Ameritas Investment Partners
Nebraska
$339K +$57.3K +2,366 +20%
SCA
209
STALEY CAPITAL ADVISERS
Pennsylvania
$339K
NA
210
NewEdge Advisors
Louisiana
$335K +$40.5K +1,673 +14%
P
211
Pitcairn
Pennsylvania
$331K +$31.3K +1,294 +10%
LPL Financial
212
LPL Financial
California
$322K +$87.7K +3,624 +37%
NYLIM
213
New York Life Investment Management
New York
$322K -$50.7K -2,094 -14%
CF
214
Cantor Fitzgerald
New York
$313K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$312K +$57.5K +2,377 +23%
CCM
216
Coldstream Capital Management
Washington
$312K -$38.5K -1,591 -11%
AFG
217
AFS Financial Group
Maryland
$307K -$468K -19,348 -60%
CAM
218
Cresset Asset Management
Illinois
$304K +$26.3K +1,085 +9%
Comerica Bank
219
Comerica Bank
Texas
$299K -$1.6M -66,008 -84%
SAM
220
Shell Asset Management
Netherlands
$294K -$4.6K -190 -2%
B
221
Bailard
California
$291K -$1.35M -55,780 -82%
AWS
222
Atria Wealth Solutions
New York
$284K -$3.7K -153 -1%
SPW
223
Sonoma Private Wealth
California
$282K +$22.2K +918 +9%
PFO
224
Pathstone Family Office
New Jersey
$278K -$75.3K -3,111 -21%
Vontobel Holding
225
Vontobel Holding
Switzerland
$277K -$5.74K -237 -2%