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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
OAM
251
Oppenheimer Asset Management
New York
$2.56M +$361K +751 +21%
SIG
252
Stonegate Investment Group
Alabama
$2.55M +$49.1K +102 +2%
BCI
253
Brinker Capital Investments
Pennsylvania
$2.52M -$318K -662 -13%
OPS
254
Orion Portfolio Solutions
Nebraska
$2.52M -$318K -662 -13%
QPW
255
Quantum Private Wealth
Florida
$2.45M +$10.1K +21 +0.5%
VIM
256
Vinva Investment Management
Australia
$2.44M -$703K -1,462 -26%
EF
257
Empowered Funds
Pennsylvania
$2.42M +$93.8K +195 +5%
ETC
258
Exchange Traded Concepts
Oklahoma
$2.39M +$739K +1,537 +60%
MAM
259
Meeder Asset Management
Ohio
$2.31M +$1.92M +3,982 New
IP
260
Intellectus Partners
California
$2.3M +$652K +1,355 +52%
GIBU
261
Gulf International Bank (UK)
United Kingdom
$2.26M -$201K -418 -10%
N
262
Natixis
France
$2.25M +$1.86M +3,873 New
GC
263
Guggenheim Capital
Illinois
$2.22M -$742K -1,542 -29%
AC
264
Addison Capital
Pennsylvania
$2.22M +$8.66K +18 +0.5%
BJL
265
Brighton Jones LLC
Washington
$2.21M -$962 -2 -0.1%
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$2.19M +$123K +256 +7%
GITFIT
267
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.18M
MNBTD
268
Moody National Bank Trust Division
Texas
$2.16M -$166K -345 -8%
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$2.14M +$1.75M +3,634 New
SRAM
270
Spouting Rock Asset Management
Pennsylvania
$2.13M -$539K -1,121 -23%
BOSSRA
271
B.O.S.S. Retirement Advisors
Utah
$2.13M +$41.9K +87 +2%
PI
272
PEAK6 Investments
Illinois
$2.12M -$2.04M -4,247 -54%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$2.12M +$751K +1,560 +75%
AI
274
Atria Investments
North Carolina
$2.1M +$167K +347 +11%
DPAM
275
Degroof Petercam Asset Management
Belgium
$2.09M +$1.73M +3,600 New

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.