We are live on ! Find out more
HUBG icon

HUB Group
HUBG

242 hedge funds and large institutions have $2.75B invested in HUB Group in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 121 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

676% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $1.31M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $2.3B → $2.75B (+$451M)

5.88% more ownership

Funds ownership: 186.24% → 192.12% (+5.9%)

3% less funds holding

Funds holding: 249 → 242 (-7)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

46% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 121

Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
65
Reduced
121
Closed
31
Calls
$10.2M
Puts
$1.31M
Net Calls
+$8.88M
Net Calls Change
+$9.16M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.5M
2
Select Equity Group
Select Equity Group
New York
+$35.2M
3
BlackRock
BlackRock
New York
+$31.7M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
+$22.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$20.2M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$29M
2
Millennium Management
Millennium Management
New York
-$15.7M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$14.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$489M +$31.7M +806,586 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$216K +5,506 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$228M +$3.99M +101,566 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$166M +$9.89M +251,848 +8%
State Street
5
State Street
Massachusetts
$119M +$3.3M +83,968 +3%
Morgan Stanley
6
Morgan Stanley
New York
$108M +$52.5M +1,337,348 +131%
Macquarie Group
7
Macquarie Group
Australia
$77.9M -$29M -737,986 -30%
Invesco
8
Invesco
Georgia
$73.2M +$5.28M +134,374 +9%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$66.9M +$20.2M +513,102 +54%
Fisher Asset Management
10
Fisher Asset Management
Washington
$66.1M -$7.27M -185,074 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$64.3M +$1.83M +46,536 +3%
American Century Companies
12
American Century Companies
Missouri
$48.7M +$5.77M +146,932 +16%
Charles Schwab
13
Charles Schwab
California
$46.8M +$1.43M +36,374 +4%
Select Equity Group
14
Select Equity Group
New York
$41.2M +$35.2M +895,352 New
William Blair Investment Management
15
William Blair Investment Management
Illinois
$38.8M -$651K -16,568 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$38.5M +$1.35M +34,424 +4%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$38.4M +$22.6M +574,490 +220%
Boston Partners
18
Boston Partners
Massachusetts
$34.3M -$8.91M -226,974 -23%
RA
19
Royce & Associates
New York
$33.9M -$2.49M -63,340 -8%
N
20
Nuveen
North Carolina
$33.7M +$2.35M +59,812 +9%
Norges Bank
21
Norges Bank
Norway
$31.4M -$3.1M -78,936 -10%
Principal Financial Group
22
Principal Financial Group
Iowa
$30.8M -$575K -14,646 -2%
LSV Asset Management
23
LSV Asset Management
Illinois
$30.6M -$144K -3,660 -0.5%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$30.4M -$14.5M -368,456 -36%
Northern Trust
25
Northern Trust
Illinois
$29.1M +$83.7K +2,132 +0.3%
1
2 3 4 5

HUBG Hedge Fund Activity: Q4 2023 in Review

242 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HUB Group (HUBG) for Q4 2023, worth a combined $2.75B — up 20% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of HUBG and 26 opened new positions — a net loss of 5 holders — while 121 trimmed existing stakes and 65 added.

The largest buyer was Morgan Stanley, adding an estimated $52.5M. The largest seller was Macquarie Group, cutting an estimated $29M.

  • 242 institutional investors held HUB Group (HUBG) as of Q4 2023, down from 249 in Q3 2023.
  • Funds reported $2.75B of HUB Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 26 funds opened new HUB Group positions in Q4 2023 and 31 closed out, a net change of -5 holders.
  • The largest HUB Group buyer in Q4 2023 was Morgan Stanley, an estimated $52.5M added.
  • The largest HUB Group seller in Q4 2023 was Macquarie Group, an estimated $29M sold.

Based on aggregated 13F filings for Q4 2023.