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395 hedge funds and large institutions have $4.66B invested in Box in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 116 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,249% more call options, than puts

Call options by funds: $319M | Put options by funds: $23.6M

160% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $3.68B → $4.66B (+$975M)

13% more funds holding

Funds holding: 349395 (+46)

3.64% more ownership

Funds ownership: 95.74%99.37% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 134

Holders
395
Holders Change
+46
Holders Change %
+13.18%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
116
Reduced
134
Closed
30
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$655K -$24.4K -837 -4%
BF
202
BOK Financial
Oklahoma
$652K -$70.9K -2,430 -11%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$651K -$35K -1,198 -6%
PTC
204
Petrus Trust Company
Texas
$615K +$548K +18,777 New
LPL Financial
205
LPL Financial
California
$612K +$2.8K +96 +0.5%
M
206
MYeCFO
California
$599K -$106K -3,619 -17%
OQS
207
Occudo Quantitative Strategies
Florida
$591K +$298K +10,219 +130%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$585K -$21.4K -734 -4%
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$578K +$516K +17,669 New
Corient Private Wealth
210
Corient Private Wealth
Florida
$573K +$184K +6,317 +56%
FRM
211
Fox Run Management
Connecticut
$564K +$503K +17,229 New
SMDAM
212
Sumitomo Mitsui DS Asset Management
Japan
$553K +$31.1K +1,067 +7%
WC
213
Weil Company
California
$547K
SGAM
214
Smith Group Asset Management
Texas
$531K +$94.9K +3,253 +25%
GC
215
Garde Capital
Washington
$519K -$3.79K -130 -0.8%
Creative Planning
216
Creative Planning
Kansas
$515K +$18.4K +631 +4%
COI
217
Connable Office Inc
Michigan
$514K
Balyasny Asset Management
218
Balyasny Asset Management
Illinois
$511K -$9.11M -312,319 -95%
IIC
219
Integrated Investment Consultants
Michigan
$509K +$37K +1,268 +9%
ECM
220
Everence Capital Management
Indiana
$507K +$202K +6,920 +81%
CAM
221
Cresset Asset Management
Illinois
$506K +$5.43K +186 +1%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$502K +$448K +15,342 New
NAM
223
NorthCrest Asset Manangement
Minnesota
$501K
RJA
224
Raymond James & Associates
Florida
$490K +$9.37K +321 +2%
ASN
225
Advisory Services Network
Georgia
$488K