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467 hedge funds and large institutions have $5.69B invested in Dropbox in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 161 increasing their positions, 157 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

2% more funds holding

Funds holding: 457467 (+10)

3% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 157

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.32% less ownership

Funds ownership: 77.21%74.9% (-2.3%)

18% less call options, than puts

Call options by funds: $135M | Put options by funds: $164M

20% less capital invested

Capital invested by funds: $7.11B → $5.69B (-$1.42B)

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
7.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
76
Increased
161
Reduced
157
Closed
61
Calls
$135M
Puts
$164M
Net Calls
-$29.3M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
426
Delta Asset Management
Tennessee
$6K
C
427
Covestor
United Kingdom
$6K +$6.75K +251 New
HCP
428
Hexagon Capital Partners
Arkansas
$5K
JFA
429
JNBA Financial Advisors
Minnesota
$5K
LWCFA
430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5.14K +191 New
DHGWA
432
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$6K +223 New
BFC
433
Bedel Financial Consulting
Indiana
$4K
JWM
434
Janiczek Wealth Management
Colorado
$4K
PLU
435
Performa Ltd (US)
South Carolina
$4K
SFM
436
Signet Financial Management
New Jersey
$4K +$4.63K +172 New
SWA
437
SOA Wealth Advisors
New York
$4K +$5.38K +200 New
ED
438
Exane Derivatives
France
$3.34K -$337K -12,507 -99%
BDWM
439
Brewin Dolphin Wealth Management
Ireland
$3K
HNB
440
Huntington National Bank
Ohio
$3K
ODG
441
O'Dell Group
Ohio
$3K
TWA
442
TCI Wealth Advisors
Arizona
$3K
GWS
443
Glassman Wealth Services
Virginia
$3K +$2.96K +110 New
RA
444
Rise Advisors
New York
$2.94K +$3.23K +120 New
CFN
445
Cordasco Financial Network
Florida
$2K
KFI
446
Key Financial Inc
Pennsylvania
$2K
PGAM
447
Princeton Global Asset Management
New Jersey
$2K
ZB
448
Zions Bancorporation
Utah
$2K
MAM
449
Meeder Asset Management
Ohio
$2K +$1.59K +59 +1,180%
UB
450
UMB Bank
Missouri
$2K +$2.69K +100 New

DBX Hedge Fund Activity: Q4 2021 in Review

467 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2021, worth a combined $5.69B — down 20% from $7.11B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DBX positions and 61 closed out — a net gain of 15 holders — while 161 added to existing stakes and 157 trimmed.

The largest buyer was Ameriprise, adding an estimated $62.5M. The largest seller was Fidelity Investments, cutting an estimated $133M.

  • 467 institutional investors held Dropbox (DBX) as of Q4 2021, up from 457 in Q3 2021.
  • Funds reported $5.69B of Dropbox stock for Q4 2021, down 20% quarter-over-quarter.
  • 76 funds opened new Dropbox positions in Q4 2021 and 61 closed out, a net change of +15 holders.
  • The largest Dropbox buyer in Q4 2021 was Ameriprise, an estimated $62.5M added.
  • The largest Dropbox seller in Q4 2021 was Fidelity Investments, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2021.