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Dropbox

461 hedge funds and large institutions have $7.14B invested in Dropbox in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 156 increasing their positions, 169 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $6.35B → $7.14B (+$794M)

4.41% more ownership

Funds ownership: 87.01%91.42% (+4.4%)

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

0% more funds holding

Funds holding: 460461 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 169

27% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $111M

Holders
461
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.72%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
58
Increased
156
Reduced
169
Closed
53
Calls
$80.4M
Puts
$111M
Net Calls
-$30.3M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$32.4K -$11.1K -400 -27%
VWM
377
Venturi Wealth Management
Texas
$30.7K +$4.8K +173 +20%
AWM
378
Avondale Wealth Management
Texas
$29.5K
HI
379
Harbour Investments
Wisconsin
$28.7K +$27.1K +975 New
RIL
380
Rothschild Investment LLC
Illinois
$27.3K +$25.7K +927 New
NRG
381
Nemes Rush Group
Michigan
$26.5K
W
382
WealthCollab
Washington
$26.5K +$24.9K +898 New
CIM
383
Contravisory Investment Management
Massachusetts
$25.6K +$24.1K +868 New
GI
384
GAMMA Investing
California
$25.4K +$22.3K +802 New
GRP
385
Global Retirement Partners
California
$25.2K -$10.8K -389 -33%
TPCW
386
TD Private Client Wealth
New York
$24.6K -$579K -20,850 -96%
IPW
387
Impact Partnership Wealth
Georgia
$22.3K
DZ Bank
388
DZ Bank
Germany
$21.3K +$18.5K +666 +1,332%
AS
389
Altshuler Shaham
Israel
$19.6K -$4.69K -169 -20%
IA
390
IFP Advisors
Florida
$19.2K +$1.33K +48 +8%
S
391
SignatureFD
Georgia
$16K +$972 +35 +7%
MA
392
Montag & Associates
Georgia
$15.7K +$14.7K +531 New
TFM
393
TFC Financial Management
Massachusetts
$14.7K
CLOS
394
Compagnie Lombard Odier SCmA
Switzerland
$13.6K
DAM
395
Delta Asset Management
Tennessee
$13.3K +$5.55K +200 +80%
BBHC
396
Brown Brothers Harriman & Co
New York
$12.3K
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$12K +$28 +1 +0.3%
AAP
398
Arax Advisory Partners
Colorado
$12K
AWM
399
Atticus Wealth Management
Florida
$10.2K
QC
400
Quent Capital
New York
$9.99K +$2.64K +95 +39%