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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
GWM
376
Geneos Wealth Management
Colorado
$4.32K
HCP
377
Hexagon Capital Partners
Arkansas
$4.32K
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.32K
SWA
379
SOA Wealth Advisors
New York
$4.32K
LC
380
Lindbrook Capital
California
$4.02K -$3.25K -148 -44%
JWM
381
Janiczek Wealth Management
Colorado
$3.6K
EI
382
Ellevest Inc
New York
$3.55K -$46.4K -2,114 -93%
LFG
383
Larson Financial Group
Missouri
$3.46K -$6.58K -300 -65%
FFA
384
Farther Finance Advisors
California
$3.16K +$2.3K +105 +256%
JWA
385
JFS Wealth Advisors
Pennsylvania
$3.07K -$1.18K -54 -28%
SFG
386
Steward Financial Group
Texas
$3K +$1.84K +84 +147%
QCG
387
Quadrant Capital Group
Ohio
$2.81K -$987 -45 -26%
TWA
388
TCI Wealth Advisors
Arizona
$2.6K -$175 -8 -6%
RA
389
Rise Advisors
New York
$2.59K
GWS
390
Glassman Wealth Services
Virginia
$2.16K -$110 -5 -5%
GIA
391
GHP Investment Advisors
Colorado
$2.16K
KFI
392
Key Financial Inc
Pennsylvania
$2.16K
SIC
393
Salem Investment Counselors
North Carolina
$2.16K
BAAM
394
Baker Avenue Asset Management
California
$2.16K +$1.1K +50 +100%
VWM
395
Venturi Wealth Management
Texas
$2.16K +$2.19K +100 New
ZB
396
Zions Bancorporation
Utah
$2.1K
PFBT
397
Parkside Financial Bank & Trust
Missouri
$2.05K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$1.71K -$1.21K -55 -41%
SC
399
Schubert & Co
Texas
$1.36K -$658 -30 -32%
CA
400
Clearstead Advisors
Ohio
$1.08K