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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Guggenheim Capital
Illinois
$2.78M +$365K +607 +16%
BNP Paribas Asset Management
252
BNP Paribas Asset Management
France
$2.76M -$1.02M -1,693 -28%
Cerity Partners
253
Cerity Partners
New York
$2.74M +$1.06M +1,771 +68%
KI
254
Keystone Investors
Singapore
$2.72M +$2.61M +4,342 New
SIG
255
Stonegate Investment Group
Alabama
$2.71M -$37.3K -62 -1%
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$2.65M +$356K +592 +16%
QPW
257
Quantum Private Wealth
Florida
$2.64M
ECU
258
Eisler Capital (UK)
United Kingdom
$2.6M +$1.51M +2,507 +153%
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58M -$418K -696 -14%
GITFIT
260
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.57M +$210K +350 +9%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$2.51M +$331K +550 +16%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$2.5M +$1.24M +2,057 +106%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$2.48M +$108K +180 +5%
PL
264
Parkwood LLC
Ohio
$2.44M +$2.35M +3,903 New
GIBU
265
Gulf International Bank (UK)
United Kingdom
$2.44M
AC
266
Addison Capital
Pennsylvania
$2.43M +$35.5K +59 +2%
Nordea Investment Management
267
Nordea Investment Management
Sweden
$2.4M +$462K +768 +25%
LBWM
268
Left Brain Wealth Management
Illinois
$2.4M +$523K +871 +29%
TSS
269
Two Sigma Securities
New York
$2.38M +$1.66M +2,768 +267%
BJL
270
Brighton Jones LLC
Washington
$2.38M +$1.8K +3 +0.1%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$2.34M +$90.7K +151 +4%
EI
272
Ethic Inc
New York
$2.34M +$364K +606 +19%
AAIS
273
ABN AMRO Investment Solutions
$2.3M +$2.2M +3,666 New
Vontobel Holding
274
Vontobel Holding
Switzerland
$2.29M -$1.2M -2,000 -35%
CPIG
275
Chicago Partners Investment Group
Illinois
$2.29M +$175K +292 +9%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.