Dropbox
480 hedge funds and large institutions have $5.29B invested in Dropbox in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 160 increasing their positions, 161 reducing their positions, and 53 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
32% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 53
4.15% more ownership
Funds ownership: 74.9% → 79.04% (+4.1%)
3% more funds holding
Funds holding: 467 → 480 (+13)
1% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 161
8% less call options, than puts
Call options by funds: $100M | Put options by funds: $109M
7% less capital invested
Capital invested by funds: $5.69B → $5.29B (-$401M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Baupost Group
Boston,
Massachusetts
|
+$57.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.3M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$28.8M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$21.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$57.9M |
| 2 |
Millennium Management
New York
|
-$43M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$33.8M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$30.8M |
| 5 |
Squarepoint
New York
|
-$30.3M |
DBX Hedge Fund Activity: Q1 2022 in Review
480 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q1 2022, worth a combined $5.29B — down 7.1% from $5.69B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new DBX positions and 53 closed out — a net gain of 17 holders — while 160 added to existing stakes and 161 trimmed.
The largest buyer was Baupost Group, adding an estimated $57.7M. The largest seller was Geode Capital Management, cutting an estimated $57.9M.
- 480 institutional investors held Dropbox (DBX) as of Q1 2022, up from 467 in Q4 2021.
- Funds reported $5.29B of Dropbox stock for Q1 2022, down 7.1% quarter-over-quarter.
- 70 funds opened new Dropbox positions in Q1 2022 and 53 closed out, a net change of +17 holders.
- The largest Dropbox buyer in Q1 2022 was Baupost Group, an estimated $57.7M added.
- The largest Dropbox seller in Q1 2022 was Geode Capital Management, an estimated $57.9M sold.
Based on aggregated 13F filings for Q1 2022.