We are live on ! Find out more
DBX icon

Dropbox
DBX

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: 460 → 461 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Goldman Sachs
Goldman Sachs
New York
+$67.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$50M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$36.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$33.5M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$33.6M
2
Millennium Management
Millennium Management
New York
-$32.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$30M
4
Ameriprise
Ameriprise
Minnesota
-$25.5M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$25.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
451
Private Wealth Management Group
New Jersey
$826 +$778 +28 New
MCM
452
MV Capital Management
Maryland
$737 – – –
CSC
453
Caldwell Sutter Capital
California
$708 +$666 +24 New
BMC
454
Bear Mountain Capital
Washington
$627 +$555 +20 New
OIA
455
Optimum Investment Advisors
Illinois
$590 – – –
NMG
456
New Millennium Group
Utah
$531 – – –
TWP
457
TFO Wealth Partners
Ohio
$501 – – –
TWD
458
True Wealth Design
Ohio
$295 +$28 +1 +11%
AssetMark Inc
459
AssetMark Inc
California
$236 +$28 +1 +14%
RF
460
Robinswood Financial
Washington
$147 – – –
WWM
461
Wolff Wiese Magana
California
$59 – – –
EIP
462
Epoch Investment Partners
New York
– -$33.6M -1,233,618 Closed
VMPIC
463
Varma Mutual Pension Insurance Co
Finland
– -$25.4M -932,923 Closed
ICM
464
Invenomic Capital Management
Massachusetts
– -$14.5M -533,844 Closed
WG
465
Winton Group
United Kingdom
– -$11.7M -428,899 Closed
DP
466
DDD Partners
Washington
– -$11.8M -421,797 Closed
TI
467
Trexquant Investment
Connecticut
– -$6.9M -253,312 Closed
William Blair & Company
468
William Blair & Company
Illinois
– -$5.42M -198,941 Closed
MC
469
Mayar Capital
United Kingdom
– -$5.06M -185,893 Closed
PCOC
470
Power Corp of Canada
Canada
– -$4.41M -161,836 Closed
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
– -$2.94M -107,986 Closed
CSS
472
Cubist Systematic Strategies
Connecticut
– -$2.44M -87,963 Closed
TC
473
TwinBeech Capital
New York
– -$2.18M -79,972 Closed
Nomura Holdings
474
Nomura Holdings
Japan
– -$2.1M -77,100 Closed
AG
475
Algert Global
California
– -$1.78M -65,449 Closed
17 18
19
20 21

DBX Hedge Fund Activity: Q4 2023 in Review

461 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2023, worth a combined $7.14B — up 13% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new DBX positions and 53 closed out — a net gain of 5 holders — while 156 added to existing stakes and 169 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $33.6M sold.

  • 461 institutional investors held Dropbox (DBX) as of Q4 2023, up from 460 in Q3 2023.
  • Funds reported $7.14B of Dropbox stock for Q4 2023, up 13% quarter-over-quarter.
  • 58 funds opened new Dropbox positions in Q4 2023 and 53 closed out, a net change of +5 holders.
  • The largest Dropbox buyer in Q4 2023 was Morgan Stanley, an estimated $145M added.
  • The largest Dropbox seller in Q4 2023 was Epoch Investment Partners, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2023.