We are live on ! Find out more

349 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, 128 increasing their positions, 111 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

669% more call options, than puts

Call options by funds: $146M | Put options by funds: $18.9M

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

15% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 111

2% more funds holding

Funds holding: 342349 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.41% less ownership

Funds ownership: 98.15%95.74% (-2.4%)

8% less capital invested

Capital invested by funds: $4.01B → $3.68B (-$326M)

Holders
349
Holders Change
+7
Holders Change %
+2.05%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
128
Reduced
111
Closed
41
Calls
$146M
Puts
$18.9M
Net Calls
+$127M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
201
NorthCrest Asset Manangement
Minnesota
$405K
IIC
202
Integrated Investment Consultants
Michigan
$404K
CAM
203
Cresset Asset Management
Illinois
$404K -$5.25K -197 -1%
Creative Planning
204
Creative Planning
Kansas
$400K +$22.9K +860 +6%
DFCM
205
Dark Forest Capital Management
Puerto Rico
$392K +$6.29K +236 +2%
RJA
206
Raymond James & Associates
Florida
$387K +$39.1K +1,466 +11%
OAM
207
Oxford Asset Management
United Kingdom
$385K +$388K +14,565 New
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$384K
FMI
209
F/M Investments
District of Columbia
$384K +$387K +14,507 New
HWM
210
Hohimer Wealth Management
Washington
$377K -$5.54K -208 -1%
AIP
211
Ameritas Investment Partners
Nebraska
$372K
SCA
212
STALEY CAPITAL ADVISERS
Pennsylvania
$370K
Parallax Volatility Advisers
213
Parallax Volatility Advisers
California
$363K +$270K +10,118 +280%
GC
214
Guggenheim Capital
Illinois
$358K -$417K -15,634 -54%
SGAM
215
Smith Group Asset Management
Texas
$343K +$2.1K +79 +0.6%
CCM
216
Coldstream Capital Management
Washington
$340K -$400 -15 -0.1%
GS
217
GTS Securities
New York
$337K -$350K -13,150 -51%
TCM
218
Teza Capital Management
Illinois
$335K +$338K +12,688 New
CL
219
CSS LLC
Illinois
$328K -$107K -4,000 -24%
BTI
220
Blue Trust Inc
Georgia
$324K +$52.8K +1,982 +21%
RAM
221
Resona Asset Management
Japan
$321K +$324K +12,144 New
KAS
222
Kestra Advisory Services
Texas
$320K +$25.5K +957 +9%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$316K +$70K +2,626 +28%
LSA
224
Leonteq Securities AG
Switzerland
$307K +$37.6K +1,411 +14%
Osaic Holdings
225
Osaic Holdings
Arizona
$299K -$80.4K -3,016 -21%