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457 hedge funds and large institutions have $7.11B invested in Dropbox in 2021 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 149 increasing their positions, 154 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

14% more call options, than puts

Call options by funds: $228M | Put options by funds: $200M

2% more funds holding

Funds holding: 449457 (+8)

3% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 154

6.8% less ownership

Funds ownership: 84.01%77.21% (-6.8%)

12% less capital invested

Capital invested by funds: $8.1B → $7.11B (-$985M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
457
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
8%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
60
Increased
149
Reduced
154
Closed
47
Calls
$228M
Puts
$200M
Net Calls
+$28.5M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
326
Leonteq Securities AG
Switzerland
$303K -$40.6K -1,308 -11%
GC
327
Garde Capital
Washington
$302K
SAM
328
Simplify Asset Management
Nevada
$297K +$107K +3,445 +51%
William Blair & Company
329
William Blair & Company
Illinois
$295K
KOC
330
Koss-Olinger Consulting
Florida
$292K -$776K -25,000 -71%
PHS
331
Pekin Hardy Strauss
Illinois
$292K +$31.1K +1,000 +11%
Impax Asset Management Group
332
Impax Asset Management Group
United Kingdom
$291K -$5.22K -168 -2%
DADC
333
D.A. Davidson & Co
Montana
$289K -$1.11M -35,880 -78%
Prudential Financial
334
Prudential Financial
New Jersey
$277K -$1.04M -33,328 -79%
VWM
335
Valley Wealth Managers
New Jersey
$274K +$22.6K +727 +8%
BRA
336
Biechele Royce Advisors
Indiana
$267K
M&T Bank
337
M&T Bank
New York
$263K +$994 +32 +0.4%
BFM
338
Boothbay Fund Management
New York
$259K +$52.1K +1,678 +23%
SCI
339
S&CO Inc
Massachusetts
$258K
LNWWM
340
Laird Norton Wetherby Wealth Management
California
$255K +$342 +11 +0.1%
IRF
341
IBM Retirement Fund
New York
$253K
AS
342
Altshuler Shaham
Israel
$246K -$82.6K -2,660 -24%
BPCA
343
Bank Pictet & Cie (Asia)
Singapore
$242K +$258K +8,296 New
OR
344
Olympiad Research
Connecticut
$240K -$136K -4,381 -35%
Stifel Financial
345
Stifel Financial
Missouri
$240K +$255K +8,200 New
PA
346
Parallel Advisors
California
$238K +$71.7K +2,308 +39%
Manulife (Manufacturers Life Insurance)
347
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K
ASN
348
Advisory Services Network
Georgia
$235K +$18.5K +597 +8%
AWM
349
Atticus Wealth Management
Florida
$227K +$150K +4,816 +163%
BSW
350
Buckingham Strategic Wealth
Missouri
$226K -$43.6K -1,403 -15%

DBX Hedge Fund Activity: Q3 2021 in Review

457 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q3 2021, worth a combined $7.11B — down 12% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DBX positions and 47 closed out — a net gain of 13 holders — while 149 added to existing stakes and 154 trimmed.

The largest buyer was Baupost Group, opening a new position worth an estimated $288M. The largest seller was Credit Suisse, cutting an estimated $273M.

  • 457 institutional investors held Dropbox (DBX) as of Q3 2021, up from 449 in Q2 2021.
  • Funds reported $7.11B of Dropbox stock for Q3 2021, down 12% quarter-over-quarter.
  • 60 funds opened new Dropbox positions in Q3 2021 and 47 closed out, a net change of +13 holders.
  • The largest Dropbox buyer in Q3 2021 was Baupost Group, an estimated $288M added.
  • The largest Dropbox seller in Q3 2021 was Credit Suisse, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2021.