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Box
BOX

Overview Fund Activity

347 hedge funds and large institutions have $3.68B invested in Box in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+8
Holders Change %
+2.36%
% of All Funds
5.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
125
Reduced
112
Closed
40
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$42.2M
2
WAM
Weiss Asset Management
Massachusetts
+$17.2M
3
EARNEST Partners
EARNEST Partners
Georgia
+$16.4M
4
Jane Street
Jane Street
New York
+$11.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$9.88M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$32.4M
2
Macquarie Group
Macquarie Group
Australia
-$23.4M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$22.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$18.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
201
Integrated Investment Consultants
Michigan
$404K – – –
CAM
202
Cresset Asset Management
Illinois
$404K -$5.21K -197 -1%
Creative Planning
203
Creative Planning
Kansas
$400K +$22.7K +860 +6%
DFCM
204
Dark Forest Capital Management
Puerto Rico
$392K +$6.24K +236 +2%
RJA
205
Raymond James & Associates
Florida
$387K +$38.8K +1,466 +11%
OAM
206
Oxford Asset Management
United Kingdom
$385K +$385K +14,565 New
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$384K – – –
FMI
208
F/M Investments
District of Columbia
$384K +$384K +14,507 New
HWM
209
Hohimer Wealth Management
Washington
$377K -$5.5K -208 -1%
AIP
210
Ameritas Investment Partners
Nebraska
$372K – – –
SCA
211
STALEY CAPITAL ADVISERS
Pennsylvania
$370K – – –
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$363K +$268K +10,118 +280%
GC
213
Guggenheim Capital
Illinois
$358K -$413K -15,634 -54%
SGAM
214
Smith Group Asset Management
Texas
$343K +$2.09K +79 +0.6%
CCM
215
Coldstream Capital Management
Washington
$340K -$397 -15 -0.1%
GS
216
GTS Securities
New York
$337K -$348K -13,150 -51%
TCM
217
Teza Capital Management
Illinois
$335K +$335K +12,688 New
CL
218
CSS LLC
Illinois
$328K -$106K -4,000 -24%
BTI
219
Blue Trust Inc
Georgia
$324K +$56.1K +1,982 +21%
RAM
220
Resona Asset Management
Japan
$321K +$321K +12,144 New
KAS
221
Kestra Advisory Services
Texas
$320K +$25.3K +957 +9%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$316K +$69.4K +2,626 +28%
Osaic Holdings
223
Osaic Holdings
Arizona
$299K -$79.7K -3,016 -21%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$297K +$14.8K +558 +5%
Corient Private Wealth
225
Corient Private Wealth
Florida
$296K -$22K -832 -7%
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