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Dropbox

429 hedge funds and large institutions have $4.72B invested in Dropbox in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.04% more ownership

Funds ownership: 76.95%82.99% (+6%)

0% less capital invested

Capital invested by funds: $4.74B → $4.72B (-$18.7M)

9% less call options, than puts

Call options by funds: $58.4M | Put options by funds: $64.1M

2% less funds holding

Funds holding: 437429 (-8)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
429
Holders Change
-8
Holders Change %
-1.83%
% of All Funds
7.39%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
48
Increased
131
Reduced
172
Closed
54
Calls
$58.4M
Puts
$64.1M
Net Calls
-$5.7M
Net Calls Change
+$28.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
401
Larson Financial Group
Missouri
$3K
PLU
402
Performa Ltd (US)
South Carolina
$3K
TWA
403
TCI Wealth Advisors
Arizona
$3K +$246 +11 +10%
BIA
404
Bell Investment Advisors
California
$3K +$2.28K +102 +222%
TAIM
405
TD Ameritrade Investment Management
Nebraska
$2K -$36.1K -1,612 -95%
SC
406
Schubert & Co
Texas
$2K -$90 -4 -5%
GIA
407
GHP Investment Advisors
Colorado
$2K
KFI
408
Key Financial Inc
Pennsylvania
$2K
ODG
409
O'Dell Group
Ohio
$2K
PFBT
410
Parkside Financial Bank & Trust
Missouri
$2K
PGAM
411
Princeton Global Asset Management
New Jersey
$2K
RA
412
Rise Advisors
New York
$2K
SIC
413
Salem Investment Counselors
North Carolina
$2K
ZB
414
Zions Bancorporation
Utah
$2K
CAL
415
Capital Advisors Ltd
Ohio
$1K -$358 -16 -31%
DI
416
Disciplined Investments
Oklahoma
$1K -$202 -9 -18%
BHWM
417
Bay Harbor Wealth Management
Maryland
$1K
CA
418
Clearstead Advisors
Ohio
$1K
CFD
419
Creative Financial Designs
Indiana
$1K
MCM
420
MV Capital Management
Maryland
$1K
WT
421
Washington Trust
Rhode Island
$1K
SCA
422
Stonebridge Capital Advisors
Minnesota
$1K +$717 +32 New
SIC
423
SJS Investment Consulting
Ohio
$1K +$963 +43 New
WWP
424
WR Wealth Planners
Missouri
$290
Loomis, Sayles & Company
425
Loomis, Sayles & Company
Massachusetts
-$48.9M -2,331,612 Closed