We are live on ! Find out more
DBX icon

Dropbox
DBX

268 hedge funds and large institutions have $2.62B invested in Dropbox in 2018 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 71 increasing their positions, 56 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

67% more funds holding in top 10

Funds holding in top 10: 12 → 20 (+8)

27% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 56

18% more funds holding

Funds holding: 228 → 268 (+40)

11% more capital invested

Capital invested by funds: $2.37B → $2.62B (+$251M)

0.53% less ownership

Funds ownership: 78.76% → 78.23% (-0.53%)

41% less call options, than puts

Call options by funds: $70.8M | Put options by funds: $119M

Holders
268
Holders Change
+40
Holders Change %
+17.54%
% of All Funds
5.97%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.45%
New
90
Increased
71
Reduced
56
Closed
49
Calls
$70.8M
Puts
$119M
Net Calls
-$48.3M
Net Calls Change
+$54.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
2
Holocene Advisors
Holocene Advisors
New York
+$61.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.3M
4
BlackRock
BlackRock
New York
+$53.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$47.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$53.1M
2
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$37.2M
3
PHS
PFM Health Sciences
California
-$31M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.3M
5
VEPM
Vista Equity Partners Management
California
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
– -$48K -1,801 Closed
SPIA
302
Steward Partners Investment Advisory
New York
– -$47K -1,770 Closed
NWM
303
Northwest Wealth Management
Iowa
– -$27K -1,000 Closed
YWP
304
YorkBridge Wealth Partners
New York
– -$26K -1,000 Closed
SCM
305
Southport Capital Management
Tennessee
– -$13K -502 Closed
OGC
306
Oak Grove Capital
New Hampshire
– -$11K -400 Closed
MCA
307
Mercer Capital Advisers
New Jersey
– -$8K -300 Closed
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
– -$8K -282 Closed
CPIG
309
Chicago Partners Investment Group
Illinois
– -$6K -250 Closed
KJWM
310
Kiley Juergens Wealth Management
Washington
– -$5K -200 Closed
KF
311
Krilogy Financial
Missouri
– -$5K -200 Closed
APP
312
Avantax Planning Partners
Iowa
– -$5K -198 Closed
TPWA
313
TRUE Private Wealth Advisors
Oregon
– -$3.49K -130 Closed
OWA
314
One Wealth Advisors
California
– -$3K -100 Closed
ML
315
McAdam LLC
Pennsylvania
– -$1K -54 Closed
SFA
316
Spectrum Financial Alliance
Kentucky
– -$1K -51 Closed
PHK
317
Point72 Hong Kong
Hong Kong
– +$184 +8 New
9 10 11 12
13

DBX Hedge Fund Activity: Q4 2018 in Review

268 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2018, worth a combined $2.62B — up 11% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DBX positions and 49 closed out — a net gain of 41 holders — while 71 added to existing stakes and 56 trimmed.

The largest buyer was Vanguard Group, adding an estimated $114M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $53.1M sold.

  • 268 institutional investors held Dropbox (DBX) as of Q4 2018, up from 228 in Q3 2018.
  • Funds reported $2.62B of Dropbox stock for Q4 2018, up 11% quarter-over-quarter.
  • 90 funds opened new Dropbox positions in Q4 2018 and 49 closed out, a net change of +41 holders.
  • The largest Dropbox buyer in Q4 2018 was Vanguard Group, an estimated $114M added.
  • The largest Dropbox seller in Q4 2018 was Allianz Asset Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q4 2018.