BOX icon

Box
BOX

Overview Fund Activity

339 hedge funds and large institutions have $4.01B invested in Box in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 120 increasing their positions, 109 reducing their positions, and 52 closing their positions.

Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
64
Increased
120
Reduced
109
Closed
52
Calls
$42.5M
Puts
$25.5M
Net Calls
+$17M
Net Calls Change
-$12.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$725M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M
3
State Street
3
State Street
Massachusetts
$162M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$40.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.6M
3
FCM
3
Freshford Capital Management
New York
$0
4
SIMG
4
Stephens Investment Management Group
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$406K 14,337 -23,435 -62%
IIC
202
Integrated Investment Consultants
Michigan
$404K 14,274 -655 -4%
Creative Planning
203
Creative Planning
Kansas
$404K 14,252 +14,252 New
EP
204
Edgestream Partners
New Jersey
$399K 14,085 +14,085 New
AIP
205
Ameritas Investment Partners
Nebraska
$398K 14,069 -534 -4%
SCA
206
STALEY CAPITAL ADVISERS
Pennsylvania
$396K 14,000 – –
NA
207
NewEdge Advisors
Louisiana
$396K 13,996 -1,804 -11%
TI
208
Tidal Investments
Wisconsin
$391K 13,795 +13,795 New
RJA
209
Raymond James & Associates
Florida
$374K 13,189 -954 -7%
SGAM
210
Smith Group Asset Management
Texas
$365K 12,906 – –
CCM
211
Coldstream Capital Management
Washington
$365K 12,871 +21 +0.2%
NYLIM
212
New York Life Investment Management
New York
$357K 12,600 -291 -2%
CC
213
Centiva Capital
New York
$351K 12,400 +12,400 New
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$345K 12,179 -4,733 -28%
Corient Private Wealth
215
Corient Private Wealth
Florida
$341K 12,036 +3,380 +39%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$325K 11,469 -23,219 -67%
KAS
217
Kestra Advisory Services
Texas
$315K 11,134 +799 +8%
USAA
218
United Services Automobile Association
Texas
$307K 10,824 +10,824 New
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$302K 10,681 -4,916 -32%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$297K 10,488 +10,488 New
SWP
221
Stratos Wealth Partners
Ohio
$295K 10,404 +2,243 +27%
DIM
222
DC Investments Management
Virginia
$294K 10,379 – –
Vontobel Holding
223
Vontobel Holding
Switzerland
$292K 10,327 -1,048 -9%
BBHC
224
Brown Brothers Harriman & Co
New York
$275K 9,728 – –
SO
225
STRS Ohio
Ohio
$274K 9,700 +500 +5%
7 8
9
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