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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
SIG
251
Stonegate Investment Group
Alabama
$1.9M +$172K +470 +12%
CPIG
252
Chicago Partners Investment Group
Illinois
$1.87M +$435K +1,192 +36%
QPW
253
Quantum Private Wealth
Florida
$1.87M -$73K -200 -4%
ACM
254
Atika Capital Management
New York
$1.87M +$1.59M +4,350 New
BAM
255
Blueshift Asset Management
New Jersey
$1.84M -$2.67M -7,312 -63%
PRC
256
Pearl River Capital
Michigan
$1.83M +$70.8K +194 +5%
DC
257
Davenport & Co
Virginia
$1.77M +$39.8K +109 +3%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$1.76M +$24.8K +68 +2%
VPIM
259
Vanguard Personalized Indexing Management
California
$1.76M -$276K -755 -16%
AIMCA
260
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.72M +$438K +1,200 +43%
AIM
261
Aquila Investment Management
New York
$1.72M -$365K -1,000 -20%
CRC
262
Curi RMB Capital
Illinois
$1.67M +$363K +994 +34%
CAM
263
Cresset Asset Management
Illinois
$1.66M -$78.1K -214 -5%
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$1.65M -$35.4K -97 -2%
AC
265
Addison Capital
Pennsylvania
$1.63M – – –
BJL
266
Brighton Jones LLC
Washington
$1.6M +$1.36M +3,736 New
AI
267
Atria Investments
North Carolina
$1.6M +$1.36M +3,726 New
GCM
268
Gunderson Capital Management
South Carolina
$1.59M +$1.36M +3,715 New
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$1.56M – – –
AA
270
ALPS Advisors
Colorado
$1.52M -$564K -1,545 -30%
ADIM
271
Alpha DNA Investment Management
Maryland
$1.52M +$1.29M +3,546 New
WEG
272
World Equity Group
Illinois
$1.51M +$23.2M +63,530 New
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$1.48M – – –
AIM
274
Achmea Investment Management
Netherlands
$1.48M – – –
Vontobel Holding
275
Vontobel Holding
Switzerland
$1.47M +$378K +1,037 +44%
9 10
11
12 13

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.