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467 hedge funds and large institutions have $5.69B invested in Dropbox in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

2% more funds holding

Funds holding: 457467 (+10)

3% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 157

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.32% less ownership

Funds ownership: 77.21%74.9% (-2.3%)

18% less call options, than puts

Call options by funds: $135M | Put options by funds: $164M

20% less capital invested

Capital invested by funds: $7.11B → $5.69B (-$1.42B)

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
7.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
76
Increased
161
Reduced
157
Closed
61
Calls
$135M
Puts
$164M
Net Calls
-$29.3M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
376
Matthew Hamilton Rosenberg
$83K
FF
377
FourThought Financial
Florida
$81K -$3.61K -134 -4%
CI
378
CAZ Investments
Texas
$77K
AWM
379
Avondale Wealth Management
Texas
$74K -$457K -17,000 -85%
ACM
380
Aquatic Capital Management
Illinois
$74K +$80.7K +3,000 New
TLCM
381
Twin Lakes Capital Management
California
$73K
SOW
382
State of Wyoming
Wyoming
$67K +$16.3K +605 +29%
LFG
383
Larson Financial Group
Missouri
$57K +$62.3K +2,315 New
CFB
384
Cullen/Frost Bankers
Texas
$56K
GWM
385
Geneos Wealth Management
Colorado
$50K -$29.6K -1,100 -35%
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$50K +$7.02K +261 +15%
IUHSA
387
Itau Unibanco Holding S.A.
Brazil
$50K +$54.7K +2,032 New
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$48K +$52.4K +1,946 +194,600%
RA
389
Resolute Advisors
California
$47K
TAIM
390
TD Ameritrade Investment Management
Nebraska
$46K +$50.8K +1,886 New
ZIG
391
Zullo Investment Group
Pennsylvania
$41K +$44.6K +1,658 New
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$38K
VCM
393
Versant Capital Management
Arizona
$37K
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$37K +$40.3K +1,497 New
FQ
395
First Quadrant
California
$35K +$37.9K +1,410 New
SPIA
396
Steward Partners Investment Advisory
New York
$33K -$41.5K -1,541 -53%
MIFH
397
Migdal Insurance & Financial Holdings
Israel
$31K -$4.28K -159 -11%
GAM
398
Gemmer Asset Management
California
$30K
DFCM
399
Dark Forest Capital Management
Puerto Rico
$29K +$23.1K +860 +254%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$27K +$29.6K +1,100 New

DBX Hedge Fund Activity: Q4 2021 in Review

467 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2021, worth a combined $5.69B — down 20% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DBX positions and 61 closed out — a net gain of 15 holders — while 161 added to existing stakes and 157 trimmed.

The largest buyer was Ameriprise, adding an estimated $62.5M. The largest seller was Fidelity Investments, cutting an estimated $133M.

  • 467 institutional investors held Dropbox (DBX) as of Q4 2021, up from 457 in Q3 2021.
  • Funds reported $5.69B of Dropbox stock for Q4 2021, down 20% quarter-over-quarter.
  • 76 funds opened new Dropbox positions in Q4 2021 and 61 closed out, a net change of +15 holders.
  • The largest Dropbox buyer in Q4 2021 was Ameriprise, an estimated $62.5M added.
  • The largest Dropbox seller in Q4 2021 was Fidelity Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.