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Dropbox

422 hedge funds and large institutions have $4.93B invested in Dropbox in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 141 increasing their positions, 153 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 81.06%82.41% (+1.4%)

2% less capital invested

Capital invested by funds: $5.04B → $4.93B (-$106M)

8% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 153

6% less funds holding

Funds holding: 448422 (-26)

21% less call options, than puts

Call options by funds: $56.5M | Put options by funds: $71.6M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

32% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 68

Holders
422
Holders Change
-26
Holders Change %
-5.8%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
46
Increased
141
Reduced
153
Closed
68
Calls
$56.5M
Puts
$71.6M
Net Calls
-$15.1M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Avondale Wealth Management
Texas
$21.6K
EWA
352
EverSource Wealth Advisors
Alabama
$20.5K
BAM
353
Belpointe Asset Management
Nevada
$20.3K -$504 -23 -2%
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$19K +$10.4K +474 +119%
AWM
355
Accel Wealth Management
Iowa
$17.7K
LOIP
356
Live Oak Investment Partners
Texas
$16.2K
TAIM
357
TD Ameritrade Investment Management
Nebraska
$15K -$5.39K -246 -26%
AAS
358
Ameritas Advisory Services
Nebraska
$11.4K +$11.6K +527 New
FCA
359
FinTrust Capital Advisors
South Carolina
$11.2K
S
360
SignatureFD
Georgia
$10.9K -$15K -685 -58%
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$9.95K +$10.1K +460 New
BBHC
362
Brown Brothers Harriman & Co
New York
$9.04K
AAP
363
Arax Advisory Partners
Colorado
$8.8K
KC
364
Kenfarb & Co
Kentucky
$8.64K
Fuller & Thaler Asset Management
365
Fuller & Thaler Asset Management
California
$7.89K
PLU
366
Performa Ltd (US)
South Carolina
$7.57K +$4.39K +200 +133%
BF
367
BOK Financial
Oklahoma
$7.54K +$7.65K +349 New
AWM
368
Atticus Wealth Management
Florida
$7.46K
TRCT
369
Tower Research Capital (TRC)
New York
$7K -$368K -16,786 -98%
CWAF
370
Core Wealth Advisors (Florida)
Florida
$5.41K
DAM
371
Delta Asset Management
Tennessee
$5.41K
QC
372
Quent Capital
New York
$5.28K
BFEC
373
Benjamin F. Edwards & Company
Missouri
$5K -$651K -29,680 -99%
JFA
374
JNBA Financial Advisors
Minnesota
$4.65K
QL
375
Quarry LP
New York
$4.47K -$66 -3 -1%