Dropbox
DBX
461 hedge funds and large institutions have $6.99B invested in Dropbox in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 53 closing their positions.
10% more capital invested
Capital invested by funds: $6.35B → $6.99B (+$638M)
2.42% more ownership
Funds ownership: 87.01% → 89.42% (+2.4%)
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: 155 | Existing positions reduced: 169
27% less call options, than puts
Call options by funds: $80.4M | Put options by funds: $111M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$67.4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$50M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$36.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$33.6M |
| 2 |
Millennium Management
New York
|
-$32.2M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$30M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$25.5M |
| 5 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$25.4M |
DBX Hedge Fund Activity: Q4 2023 in Review
461 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dropbox (DBX) for Q4 2023, worth a combined $6.99B — up 10% 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 155 added to existing stakes and 169 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $67.4M. 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 $6.99B of Dropbox stock for Q4 2023, up 10% 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 Goldman Sachs, an estimated $67.4M 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.