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Box
BOX

Overview Fund Activity

389 hedge funds and large institutions have $4.61B invested in Box in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 113 increasing their positions, 133 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+42
Holders Change %
+12.1%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
76
Increased
113
Reduced
133
Closed
32
Calls
$319M
Puts
$23.6M
Net Calls
+$295M
Net Calls Change
+$169M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.4M
2
CAM
Congress Asset Management
Massachusetts
$46.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$600M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$72.7M
5
Goldman Sachs
Goldman Sachs
New York
$34.1M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$43.4M
2
RC
RGM Capital
Florida
$144M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.7M
4
WAM
Weiss Asset Management
Massachusetts
$857K
5
Morgan Stanley
Morgan Stanley
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
201
Raymond James Financial Services Advisors
Florida
$651K -$39.2K -1,198 -6%
PTC
202
Petrus Trust Company
Texas
$615K +$615K +18,777 New
LPL Financial
203
LPL Financial
California
$612K +$3.14K +96 +0.5%
M
204
MYeCFO
California
$599K -$118K -3,619 -17%
OQS
205
Occudo Quantitative Strategies
Florida
$591K +$334K +10,219 +130%
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$585K -$24K -734 -4%
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$578K +$578K +17,669 New
Corient Private Wealth
208
Corient Private Wealth
Florida
$573K +$207K +6,317 +56%
FRM
209
Fox Run Management
Connecticut
$564K +$564K +17,229 New
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$553K +$34.9K +1,067 +7%
WC
211
Weil Company
California
$547K – – –
SGAM
212
Smith Group Asset Management
Texas
$531K +$106K +3,253 +25%
GC
213
Garde Capital
Washington
$519K -$4.26K -130 -0.8%
Creative Planning
214
Creative Planning
Kansas
$515K +$20.7K +631 +4%
COI
215
Connable Office Inc
Michigan
$514K – – –
Balyasny Asset Management
216
Balyasny Asset Management
Illinois
$511K -$10.2M -312,319 -95%
IIC
217
Integrated Investment Consultants
Michigan
$509K +$41.5K +1,268 +9%
ECM
218
Everence Capital Management
Indiana
$507K +$226K +6,920 +81%
CAM
219
Cresset Asset Management
Illinois
$506K +$6.09K +186 +1%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$502K +$502K +15,342 New
NAM
221
NorthCrest Asset Manangement
Minnesota
$501K – – –
RJA
222
Raymond James & Associates
Florida
$490K +$10.5K +321 +2%
ASN
223
Advisory Services Network
Georgia
$488K – – –
CAMG
224
CWA Asset Management Group
Florida
$486K +$486K +14,859 New
CCM
225
Coldstream Capital Management
Washington
$476K +$55.3K +1,690 +13%
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