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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
226
FORA Capital
Florida
$2.71M +$1.94M +5,324 +533%
NC
227
NewSquare Capital
Pennsylvania
$2.63M +$2.24M +6,145 New
MNBTD
228
Moody National Bank Trust Division
Texas
$2.63M +$109K +298 +5%
Handelsbanken Fonder
229
Handelsbanken Fonder
Sweden
$2.62M -$227K -621 -9%
Mariner
230
Mariner
Kansas
$2.61M +$394K +1,080 +22%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$2.58M -$126K -345 -5%
CCPM
232
Cooper Creek Partners Management
New York
$2.58M – – –
OCBCO
233
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.57M +$495K +1,356 +29%
QCM
234
Quantinno Capital Management
New York
$2.54M -$67.9K -186 -3%
SCM
235
Silvant Capital Management
Georgia
$2.54M – – –
Impax Asset Management Group
236
Impax Asset Management Group
United Kingdom
$2.49M -$63.5K -174 -3%
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$2.33M +$266K +728 +15%
PP
238
PDT Partners
New York
$2.32M +$1.98M +5,421 New
SRAM
239
Spouting Rock Asset Management
Pennsylvania
$2.32M +$33.9K +93 +2%
AB
240
Amalgamated Bank
New York
$2.31M +$44.2K +121 +2%
NG
241
NWK Group
California
$2.29M +$1.95M +5,351 New
NAM
242
Nissay Asset Management
Japan
$2.26M -$43.4K -119 -2%
CS
243
Candriam SCA
Luxembourg
$2.23M -$186K -510 -8%
MML Investors Services
244
MML Investors Services
Massachusetts
$2.22M +$108K +297 +6%
VAS
245
Vestmark Advisory Solutions
Massachusetts
$2.17M +$111K +303 +6%
ASN
246
Advisory Services Network
Georgia
$2.15M +$228K +625 +14%
Allianz Asset Management
247
Allianz Asset Management
Germany
$2.14M +$1.82M +4,997 New
IIM
248
INTECH Investment Management
Florida
$2.1M +$394K +1,079 +28%
FGIM
249
First Growth Investment Manager
California
$2.02M +$365K +1,000 +27%
AssetMark Inc
250
AssetMark Inc
California
$1.98M +$50.4K +138 +3%
8 9
10
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HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.