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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
TCWA
401
Turtle Creek Wealth Advisors
Texas
$9.29K +$8.75K +315 New
BFEC
402
Benjamin F. Edwards & Company
Missouri
$9K -$2.86K -103 -26%
S
403
Sachetta
Massachusetts
$8.28K +$7.8K +281 New
Bessemer Group
404
Bessemer Group
New Jersey
$8K -$16.2K -585 -68%
HGERS
405
Householder Group Estate & Retirement Specialist
Arizona
$8K
SWM
406
Spire Wealth Management
Virginia
$7.82K
BL
407
BFSG LLC
California
$7.52K +$7.08K +255 New
VF
408
VitalStone Financial
Texas
$7K +$6.53K +235 New
JFA
409
JNBA Financial Advisors
Minnesota
$6.34K
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.34K
GWM
411
Geneos Wealth Management
Colorado
$5.9K
HCP
412
Hexagon Capital Partners
Arkansas
$5.9K
PLU
413
Performa Ltd (US)
South Carolina
$5.9K
PA
414
Pineridge Advisors
Missouri
$5.9K +$5.55K +200 New
LC
415
Lindbrook Capital
California
$5.81K +$250 +9 +5%
JWA
416
JFS Wealth Advisors
Pennsylvania
$5.66K -$500 -18 -9%
RIM
417
Rakuten Investment Management
Japan
$5.53K +$5.17K +186 New
FFA
418
Farther Finance Advisors
California
$5.1K +$555 +20 +13%
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$5K +$5.17K +186 New
JWM
420
Janiczek Wealth Management
Colorado
$4.87K +$56 +2 +1%
SAM
421
Smartleaf Asset Management
Massachusetts
$4.42K +$4.14K +149 New
QCG
422
Quadrant Capital Group
Ohio
$4.3K
RA
423
Rise Advisors
New York
$3.54K
HNB
424
Huntington National Bank
Ohio
$3.36K -$31.7K -1,142 -91%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$2.95K