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Box
BOX

Overview Fund Activity

394 hedge funds and large institutions have $4.64B invested in Box in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 125 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
5.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
152
Reduced
125
Closed
47
Calls
$321M
Puts
$36.2M
Net Calls
+$285M
Net Calls Change
-$10.8M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$107M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$121M
3
UBS Group
UBS Group
Switzerland
$110M
4
JAM
Jupiter Asset Management
United Kingdom
$24.2M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$33M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$35.5M
3
RC
RGM Capital
Florida
$108M
4
SM
Sunriver Management
Connecticut
$30M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
201
Tidal Investments
Wisconsin
$743K -$18.7K -591 -2%
Franklin Resources
202
Franklin Resources
California
$718K +$28.5K +902 +4%
CM
203
Caption Management
Oklahoma
$698K +$698K +22,100 New
MOACM
204
Mutual of America Capital Management
New York
$686K -$5.88K -186 -0.9%
KNW
205
Kesler Norman & Wride
Utah
$681K +$681K +21,536 New
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$674K +$109K +3,461 +19%
LPL Financial
207
LPL Financial
California
$656K +$65.3K +2,066 +11%
SPIA
208
Steward Partners Investment Advisory
New York
$629K -$2.88K -91 -0.5%
M
209
MYeCFO
California
$607K +$28.6K +906 +5%
FMI
210
F/M Investments
District of Columbia
$594K +$137K +4,344 +30%
SGAM
211
Smith Group Asset Management
Texas
$589K +$76.1K +2,407 +15%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$579K -$407K -12,720 -41%
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$574K +$15.4K +486 +3%
DFCM
214
Dark Forest Capital Management
Puerto Rico
$570K +$331K +10,470 +138%
AI
215
Atom Investors
Texas
$567K -$86.6K -2,740 -13%
Group One Trading
216
Group One Trading
Illinois
$566K -$121K -3,843 -18%
JFG
217
Jefferies Financial Group
New York
$555K +$555K +17,570 New
JG
218
Jain Global
New York
$550K +$550K +17,413 New
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$548K +$14K +442 +3%
FC
220
FORA Capital
Florida
$524K -$806K -25,504 -61%
COI
221
Connable Office Inc
Michigan
$496K – – –
Creative Planning
222
Creative Planning
Kansas
$489K -$8.03K -254 -2%
IIC
223
Integrated Investment Consultants
Michigan
$487K -$3.82K -121 -0.8%
NAM
224
NorthCrest Asset Manangement
Minnesota
$483K – – –
WP
225
Woodline Partners
California
$483K +$187K +5,930 +63%
7 8
9
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