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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
BlackRock
1
BlackRock
New York
$674M -$2.4M -90,203 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$462M +$4.28M +160,683 +0.9%
EARNEST Partners
3
EARNEST Partners
Georgia
$210M +$16.5M +620,450 +8%
State Street
4
State Street
Massachusetts
$147M -$4.24M -159,141 -3%
RC
5
RGM Capital
Florida
$140M
Bank of America
6
Bank of America
North Carolina
$98.3M +$5.31M +199,228 +6%
Morgan Stanley
7
Morgan Stanley
New York
$86.9M +$2.15M +80,658 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$85.6M +$3.05M +114,379 +4%
SEI Investments
9
SEI Investments
Pennsylvania
$81.4M +$3.34M +125,435 +4%
CIP
10
Champlain Investment Partners
Vermont
$80.9M -$546K -20,470 -0.7%
JP Morgan Chase
11
JP Morgan Chase
New York
$76.9M +$9.96M +373,760 +15%
Deutsche Bank
12
Deutsche Bank
Germany
$73.3M +$2.84M +106,532 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$67.8M +$6.11M +229,314 +10%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$63M +$171K +6,406 +0.3%
Macquarie Group
15
Macquarie Group
Australia
$59.2M -$23.6M -886,746 -28%
UBS Group
16
UBS Group
Switzerland
$49.5M +$42.6M +1,597,932 +583%
Renaissance Technologies
17
Renaissance Technologies
New York
$48.8M +$3.2M +120,076 +7%
SM
18
Sunriver Management
Connecticut
$48.2M +$8.58M +321,816 +21%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$43M +$5.21M +195,563 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$42.4M +$2.78M +104,228 +7%
Wells Fargo
21
Wells Fargo
California
$41.5M +$6.61M +248,057 +19%
Northern Trust
22
Northern Trust
Illinois
$41.2M -$650K -24,408 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$38.9M -$32.7M -1,226,753 -45%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$36.8M -$18.5M -696,012 -33%
ACB
25
Aristotle Capital Boston
Massachusetts
$36M -$2.75M -103,308 -7%