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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
JWS
501
Juncture Wealth Strategies
Arizona
-$223K -7,647 Closed
RIA
502
Regal Investment Advisors
Michigan
-$221K -7,557 Closed
LCS
503
Levin Capital Strategies
New York
-$218K -7,450 Closed
TPA
504
Trivium Point Advisory
Connecticut
-$213K -7,367 Closed
BA
505
Bridgewater Associates
Connecticut
-$214K -7,324 Closed
MFA
506
Mayflower Financial Advisors
Massachusetts
-$214K -7,073 Closed
EDRH
507
Edmond de Rothschild Holding
Switzerland
-$193K -6,598 Closed
GKWIM
508
Gerber Kawasaki Wealth & Investment Management
California
-$147K -5,059 Closed
OSAM
509
O'Shaughnessy Asset Management
Connecticut
-$70K -2,397 Closed
Credit Agricole
510
Credit Agricole
France
-$58K -2,000 Closed
IF
511
Ironwood Financial
Arizona
-$36K -1,241 Closed
TFO
512
Tarbox Family Office
California
-$29K -1,000 Closed
RE
513
RBC Europe
United Kingdom
-$26K -890 Closed
HFM
514
Harvest Fund Management
China
-$15K -536 Closed
SWA
515
Sutton Wealth Advisors
Florida
-$14.6K -500 Closed
TIM
516
Tortoise Investment Management
New York
-$15K -500 Closed
DOA
517
D'Orazio & Associates
Virginia
-$9K -300 Closed
HI
518
Harbour Investments
Wisconsin
-$9K -300 Closed
APWA
519
Atlas Private Wealth Advisors
New Jersey
-$5K -159 Closed
CFA
520
Carroll Financial Associates
North Carolina
-$3K -119 Closed
CPWM
521
Cypress Point Wealth Management
Texas
-$2K -70 Closed
SFP
522
Sterling Financial Planning
New Jersey
-$1K -50 Closed
AWA
523
Arkadios Wealth Advisors
Georgia
-$1K -38 Closed
CAL
524
Capital Advisors Ltd
Ohio
+$404 +15 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.