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Dropbox
DBX

461 hedge funds and large institutions have $7.14B invested in Dropbox in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $6.35B → $7.14B (+$794M)

4.41% more ownership

Funds ownership: 87.01% → 91.42% (+4.4%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

0% more funds holding

Funds holding: 460 → 461 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 169

27% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $111M

Holders
461
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
156
Reduced
169
Closed
53
Calls
$80.4M
Puts
$111M
Net Calls
-$30.3M
Net Calls Change
+$2.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Goldman Sachs
Goldman Sachs
New York
+$67.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$50M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$36.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$33.6M
2
Millennium Management
Millennium Management
New York
-$32.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$30M
4
Ameriprise
Ameriprise
Minnesota
-$25.5M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
326
Raymond James Financial Services Advisors
Florida
$254K -$29.8K -1,073 -11%
TI
327
Tidal Investments
Wisconsin
$249K -$29.4K -1,057 -11%
HBCM
328
Heron Bay Capital Management
Michigan
$248K +$5.94K +214 +3%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$247K +$233K +8,378 New
KA
330
Kovack Advisors
Florida
$247K -$22.2K -800 -9%
TFS
331
Thoroughbred Financial Services
Tennessee
$236K -$2.86K -103 -1%
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$235K – – –
SAM
333
Shell Asset Management
Netherlands
$226K +$139K +5,018 +190%
SPA
334
Sherbrooke Park Advisers
New York
$224K +$211K +7,611 New
MIC
335
Meridian Investment Counsel
California
$223K -$31K -1,116 -13%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$223K -$22.2K -798 -10%
DPAM
337
Degroof Petercam Asset Management
Belgium
$221K +$208K +7,500 New
LSA
338
Leonteq Securities AG
Switzerland
$218K +$96.8K +3,486 +89%
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$216K +$204K +7,333 New
CWM
340
CIBC World Markets
New York
$213K +$201K +7,229 New
AR
341
Advisory Research
Illinois
$211K -$298K -10,745 -60%
RC
342
RBF Capital
California
$206K +$194K +7,000 New
CGL
343
Clarius Group LLC
Washington
$206K +$194K +6,995 New
IGAM
344
iA Global Asset Management
Quebec, Canada
$200K -$11.5K -414 -6%
A
345
AlphaQuest
New York
$198K +$187K +6,730 New
PA
346
Parallel Advisors
California
$196K +$12.7K +459 +7%
CG
347
Cutler Group
California
$183K -$18.7K -674 -10%
CF
348
Centaurus Financial
California
$174K +$2.78K +100 +2%
MFG
349
Mendota Financial Group
Wisconsin
$173K -$3.89K -140 -2%
HCA
350
Harbor Capital Advisors
Illinois
$159K +$8.5K +306 +6%
12 13
14
15 16

DBX Hedge Fund Activity: Q4 2023 in Review

461 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2023, worth a combined $7.14B — up 13% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DBX positions and 53 closed out — a net gain of 5 holders — while 156 added to existing stakes and 169 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $33.6M sold.

  • 461 institutional investors held Dropbox (DBX) as of Q4 2023, up from 460 in Q3 2023.
  • Funds reported $7.14B of Dropbox stock for Q4 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Dropbox positions in Q4 2023 and 53 closed out, a net change of +5 holders.
  • The largest Dropbox buyer in Q4 2023 was Morgan Stanley, an estimated $145M added.
  • The largest Dropbox seller in Q4 2023 was Epoch Investment Partners, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2023.