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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
JWS
351
Juncture Wealth Strategies
Arizona
$223K +$237K +7,647 New
RIA
352
Regal Investment Advisors
Michigan
$221K -$5.99K -193 -2%
LCS
353
Levin Capital Strategies
New York
$218K -$217K -7,000 -48%
WAS
354
Wealth Advisory Solutions
Indiana
$215K +$228K +7,357 New
MFA
355
Mayflower Financial Advisors
Massachusetts
$214K -$1.55K -50 -0.7%
BA
356
Bridgewater Associates
Connecticut
$214K +$227K +7,324 New
TPA
357
Trivium Point Advisory
Connecticut
$213K
HR
358
Hayden Royal
North Carolina
$212K -$33.3K -1,072 -13%
RIM
359
Redpoint Investment Management
Australia
$204K
SCA
360
Stonebridge Capital Advisors
Minnesota
$202K -$214K -6,900 -50%
EDRH
361
Edmond de Rothschild Holding
Switzerland
$193K +$12.4K +399 +6%
NICM
362
Neo Ivy Capital Management
New York
$175K -$237K -7,645 -49%
AII
363
AGF Investments Inc
Ontario, Canada
$175K -$24.5K -790 -12%
AIG
364
American International Group
New York
$175K -$14.2K -456 -7%
HIIFS
365
Harel Insurance Investments & Financial Services
Israel
$154K -$4.81K -155 -3%
IA
366
IndexIQ Advisors
New York
$152K +$7.08K +228 +5%
CTC
367
Central Trust Company
Missouri
$147K -$6.83K -220 -4%
GKWIM
368
Gerber Kawasaki Wealth & Investment Management
California
$147K +$157K +5,059 New
JG
369
Jefferies Group
New York
$146K -$13M -418,100 -99%
DZ Bank
370
DZ Bank
Germany
$146K
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$145K -$93 -3 -0.1%
CLOS
372
Compagnie Lombard Odier SCmA
Switzerland
$143K
VI
373
Vestcor Inc
New Brunswick, Canada
$137K -$18.5K -595 -11%
SI
374
Stephens Inc
Arkansas
$131K -$15.5K -500 -10%
SO
375
STRS Ohio
Ohio
$105K

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.