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HubSpot

678 hedge funds and large institutions have $22.2B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 243 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 88.89%89.95% (+1.1%)

8% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 72

1% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 681678 (-3)

5% less capital invested

Capital invested by funds: $23.4B → $22.2B (-$1.22B)

18% less call options, than puts

Call options by funds: $356M | Put options by funds: $433M

Holders
678
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
78
Increased
243
Reduced
241
Closed
72
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
251
Chartwell Investment Partners
Pennsylvania
$2.51M +$2.66M +5,101 New
VF
252
Virtu Financial
New York
$2.47M -$682K -1,306 -21%
ASN
253
Advisory Services Network
Georgia
$2.43M +$14.1K +27 +0.6%
CCA
254
Catalyst Capital Advisors
New York
$2.38M +$405K +775 +19%
SRAM
255
Spouting Rock Asset Management
Pennsylvania
$2.36M -$380K -728 -13%
Manulife (Manufacturers Life Insurance)
256
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.33M +$885K +1,694 +56%
CRC
257
Curi RMB Capital
Illinois
$2.27M +$256K +490 +12%
SGI
258
Summit Global Investments
Utah
$2.24M +$787K +1,507 +50%
CCM
259
CloudAlpha Capital Management
Hong Kong
$2.22M -$5.01M -9,590 -68%
GITFIT
260
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.18M +$392K +750 +25%
VPIM
261
Vanguard Personalized Indexing Management
California
$2.15M +$17.8K +34 +0.8%
GIBU
262
Gulf International Bank (UK)
United Kingdom
$2.13M -$192K -368 -8%
SIG
263
Stonegate Investment Group
Alabama
$2.11M -$75.2K -144 -3%
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$2.11M +$28.7K +55 +1%
GBWM
265
Granite Bay Wealth Management
New Hampshire
$2.11M +$2.11M +4,032 New
QPW
266
Quantum Private Wealth
Florida
$2.07M
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$2.01M +$998K +1,910 +80%
MNBTD
268
Moody National Bank Trust Division
Texas
$2M +$397K +759 +23%
EF
269
Empowered Funds
Pennsylvania
$1.96M +$60.1K +115 +3%
BCM
270
Bridgeway Capital Management
Texas
$1.96M +$26.1K +50 +1%
PRC
271
Pearl River Capital
Michigan
$1.88M -$2.15M -4,116 -52%
AC
272
Addison Capital
Pennsylvania
$1.87M
BJL
273
Brighton Jones LLC
Washington
$1.87M +$22.5K +43 +1%
BMSSC
274
B. Metzler seel. Sohn & Co
Germany
$1.86M -$548K -1,048 -22%
OAM
275
Oppenheimer Asset Management
New York
$1.8M -$1.8M -3,437 -48%

HUBS Hedge Fund Activity: Q3 2023 in Review

678 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2023, worth a combined $22.2B — down 5.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HUBS positions and 72 closed out — a net gain of 6 holders — while 243 added to existing stakes and 241 trimmed.

The largest buyer was Jennison Associates, adding an estimated $364M. The largest seller was Artisan Partners, cutting an estimated $138M.

  • 678 institutional investors held HubSpot (HUBS) as of Q3 2023, down from 681 in Q2 2023.
  • Funds reported $22.2B of HubSpot stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 78 funds opened new HubSpot positions in Q3 2023 and 72 closed out, a net change of +6 holders.
  • The largest HubSpot buyer in Q3 2023 was Jennison Associates, an estimated $364M added.
  • The largest HubSpot seller in Q3 2023 was Artisan Partners, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.