330 hedge funds and large institutions have $3.25B invested in Box in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 134 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+6
Holders Change %
+1.85%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
89
Reduced
134
Closed
42
Calls
$43.9M
Puts
$14.2M
Net Calls
+$29.7M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
201
Raymond James & Associates
Florida
$362K -$1.16M -45,207 -76%
DTL
202
Dynamic Technology Lab
Singapore
$362K -$627K -24,497 -63%
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$359K
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$358K -$371K -14,471 -51%
CM
205
Caption Management
Oklahoma
$333K +$333K +13,000 New
SGAM
206
Smith Group Asset Management
Texas
$331K +$331K +12,906 New
NYLIM
207
New York Life Investment Management
New York
$330K -$10.2K -399 -3%
CCM
208
Coldstream Capital Management
Washington
$329K -$640 -25 -0.2%
GC
209
Guggenheim Capital
Illinois
$327K -$167K -6,536 -34%
CL
210
CSS LLC
Illinois
$318K +$181K +7,051 +132%
B
211
Bailard
California
$307K
Vontobel Holding
212
Vontobel Holding
Switzerland
$291K -$1.92K -75 -0.7%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$285K -$45.4K -1,771 -14%
BCM
214
Bayesian Capital Management
New York
$282K +$282K +10,999 New
A
215
AlphaQuest
New York
$281K +$281K +10,985 New
CG
216
Cutler Group
California
$268K -$301K -11,771 -53%
DIM
217
DC Investments Management
Virginia
$266K
KAS
218
Kestra Advisory Services
Texas
$265K -$16.4K -640 -6%
HIP
219
HUB Investment Partners
Texas
$262K +$262K +10,231 New
AWS
220
Atria Wealth Solutions
New York
$252K -$47.6K -1,859 -16%
BBHC
221
Brown Brothers Harriman & Co
New York
$249K
XT
222
XTX Topco
Cayman Islands
$249K +$249K +9,727 New
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$247K +$21.5K +841 +10%
DM
224
Deerfield Management
New York
$247K +$247K +9,651 New
SAM
225
Shell Asset Management
Netherlands
$239K -$72.3K -2,819 -23%