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HubSpot

706 hedge funds and large institutions have $26.4B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 224 increasing their positions, 252 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

19% more capital invested

Capital invested by funds: $22.2B → $26.4B (+$4.24B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 678706 (+28)

0.63% more ownership

Funds ownership: 89.95%90.57% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 252

18% less call options, than puts

Call options by funds: $553M | Put options by funds: $676M

Holders
706
Holders Change
+28
Holders Change %
+4.13%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
119
Increased
224
Reduced
252
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ELI
226
Empire Life Investments
Ontario, Canada
$3.65M +$3.03M +6,293 New
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$3.63M -$1.34M -2,791 -31%
PRC
228
Pearl River Capital
Michigan
$3.63M +$1.16M +2,421 +63%
QCM
229
Quantinno Capital Management
New York
$3.55M +$38K +79 +1%
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$3.54M +$18.8K +39 +0.6%
AB
231
Amalgamated Bank
New York
$3.45M -$259K -538 -8%
MML Investors Services
232
MML Investors Services
Massachusetts
$3.33M +$246K +511 +10%
Creative Planning
233
Creative Planning
Kansas
$3.31M -$809K -1,681 -23%
NAM
234
Nissay Asset Management
Japan
$3.29M +$118K +246 +5%
Vontobel Holding
235
Vontobel Holding
Switzerland
$3.28M -$232K -483 -8%
Impax Asset Management Group
236
Impax Asset Management Group
United Kingdom
$3.26M -$75.1K -156 -3%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$3.18M +$570K +1,184 +28%
Osaic Holdings
238
Osaic Holdings
Arizona
$3.16M -$1.27M -2,644 -33%
BMSSC
239
B. Metzler seel. Sohn & Co
Germany
$3.15M +$796K +1,654 +44%
CAM
240
Cresset Asset Management
Illinois
$3.11M -$1.37M -2,847 -35%
ACM
241
Alcosta Capital Management
California
$3.02M -$15.4K -32 -0.6%
IIM
242
INTECH Investment Management
Florida
$2.91M +$976K +2,028 +68%
Allianz Asset Management
243
Allianz Asset Management
Germany
$2.85M -$344K -714 -13%
Mariner
244
Mariner
Kansas
$2.84M -$246K -512 -9%
ASN
245
Advisory Services Network
Georgia
$2.83M -$25K -52 -1%
CRC
246
Curi RMB Capital
Illinois
$2.82M +$118K +246 +5%
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.8M +$31.8K +66 +1%
BAM
248
BOCHK Asset Management
Hong Kong
$2.73M +$2.26M +4,700 New
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$2.69M +$1.08M +2,240 +94%
VPIM
250
Vanguard Personalized Indexing Management
California
$2.61M +$60.1K +125 +3%

HUBS Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2023, worth a combined $26.4B — up 19% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HUBS positions and 81 closed out — a net gain of 38 holders — while 224 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $302M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 706 institutional investors held HubSpot (HUBS) as of Q4 2023, up from 678 in Q3 2023.
  • Funds reported $26.4B of HubSpot stock for Q4 2023, up 19% quarter-over-quarter.
  • 119 funds opened new HubSpot positions in Q4 2023 and 81 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q4 2023 was Wellington Management Group, an estimated $302M added.
  • The largest HubSpot seller in Q4 2023 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.