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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
GWS
426
Glassman Wealth Services
Virginia
$2.95K
GEA
427
Glen Eagle Advisors
New Jersey
$2.95K
KFI
428
Key Financial Inc
Pennsylvania
$2.95K
ODG
429
O'Dell Group
Ohio
$2.95K +$2.78K +100 New
T
430
Tidemark
California
$2.95K +$2.78K +100 New
TWC
431
TD Waterhouse Canada
Ontario, Canada
$2.86K -$6.89K -248 -71%
LFA
432
LGT Financial Advisors
Texas
$2.8K
LFG
433
Larson Financial Group
Missouri
$2.36K -$2.22K -80 -50%
ZB
434
Zions Bancorporation
Utah
$2.3K +$583 +21 +37%
AF
435
Advisornet Financial
Minnesota
$2.21K +$28 +1 +1%
SIS
436
Strategic Investment Solutions
Illinois
$1.47K -$86.1K -3,100 -98%
CA
437
Clearstead Advisors
Ohio
$1.47K -$1.39K -50 -50%
CIA
438
Cape Investment Advisory
Georgia
$1.47K
CFS
439
CGC Financial Services
Oregon
$1.47K
CFD
440
Creative Financial Designs
Indiana
$1.47K
SIC
441
Salem Investment Counselors
North Carolina
$1.47K
SIC
442
SJS Investment Consulting
Ohio
$1.45K -$28 -1 -2%
BHWM
443
Bay Harbor Wealth Management
Maryland
$1.44K
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$1.42K +$1.33K +48 New
DPW
445
DiNuzzo Private Wealth
Pennsylvania
$1.36K +$1.28K +46 New
EWA
446
EverSource Wealth Advisors
Alabama
$1.33K -$26.9K -969 -96%
AA
447
Addison Advisors
Vermont
$1.12K
PFBT
448
Parkside Financial Bank & Trust
Missouri
$1.06K +$389 +14 +64%
ADL
449
Asset Dedication LLC
California
$1K
AWM
450
Avior Wealth Management
Nebraska
$884 +$833 +30 New