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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
BlackRock
1
BlackRock
New York
$838M +$2.67M +91,460 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$600M +$25.2M +865,158 +5%
EARNEST Partners
3
EARNEST Partners
Georgia
$253M -$6.61M -226,430 -3%
State Street
4
State Street
Massachusetts
$184M +$2.02M +69,107 +1%
RC
5
RGM Capital
Florida
$144M -$25.3M -868,736 -16%
Bank of America
6
Bank of America
North Carolina
$123M +$1.45M +49,769 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$106M +$380K +13,028 +0.4%
SEI Investments
8
SEI Investments
Pennsylvania
$99.2M -$1.4M -47,861 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$93.8M -$1.25M -42,856 -1%
Morgan Stanley
10
Morgan Stanley
New York
$91M -$14.7M -503,774 -15%
Deutsche Bank
11
Deutsche Bank
Germany
$85.1M -$5.09M -174,439 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$85.1M +$1M +34,406 +1%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$79.4M +$1.29M +44,190 +2%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$72.7M +$24.3M +832,684 +60%
Macquarie Group
15
Macquarie Group
Australia
$68.4M -$4.37M -149,777 -7%
Renaissance Technologies
16
Renaissance Technologies
New York
$64.6M +$3.69M +126,324 +7%
UBS Group
17
UBS Group
Switzerland
$62.5M +$1.13M +38,805 +2%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$54.4M +$48.5M +1,661,173 New
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$52.1M -$999K -34,234 -2%
SM
20
Sunriver Management
Connecticut
$51.5M -$7.34M -251,681 -14%
Northern Trust
21
Northern Trust
Illinois
$50.5M -$391K -13,418 -0.9%
CAM
22
Congress Asset Management
Massachusetts
$46.2M +$41.2M +1,412,653 New
Charles Schwab
23
Charles Schwab
California
$44.9M +$3.91M +134,175 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$43.7M -$7.87M -269,661 -17%
Wells Fargo
25
Wells Fargo
California
$43.5M -$7.05M -241,628 -15%