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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
Teacher Retirement System of Texas
276
Teacher Retirement System of Texas
Texas
$1.8M -$2.87M -5,488 -60%
BOSSRA
277
B.O.S.S. Retirement Advisors
Utah
$1.76M +$70K +134 +4%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$1.73M -$83.6K -160 -4%
BBL
279
Beck Bode LLC
Massachusetts
$1.73M -$39.7K -76 -2%
MSRPS
280
Maryland State Retirement & Pension System
Maryland
$1.72M
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$1.7M -$7.84K -15 -0.4%
Nomura Holdings
282
Nomura Holdings
Japan
$1.66M +$863K +1,652 +96%
AI
283
Atria Investments
North Carolina
$1.61M -$211K -403 -11%
AAM
284
Azzad Asset Management
Virginia
$1.59M +$1.57K +3 +0.1%
AA
285
ALPS Advisors
Colorado
$1.59M +$75.2K +144 +5%
EI
286
Ellevest Inc
New York
$1.56M -$15.7K -30 -0.9%
BCM
287
Bayesian Capital Management
New York
$1.55M -$6.3M -12,067 -79%
DC
288
Davenport & Co
Virginia
$1.55M -$58K -111 -3%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$1.53M
Nordea Investment Management
290
Nordea Investment Management
Sweden
$1.53M
HighTower Advisors
291
HighTower Advisors
Illinois
$1.53M -$266K -510 -14%
DA
292
Duality Advisers
Florida
$1.52M -$1.08M -2,064 -40%
LCM
293
Legato Capital Management
California
$1.51M
AA
294
Altman Advisors
Illinois
$1.5M +$1.59M +3,052 New
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$679K -1,300 -30%
LBWM
296
Left Brain Wealth Management
Illinois
$1.47M +$71.6K +137 +5%
IIM
297
INTECH Investment Management
Florida
$1.47M +$356K +682 +30%
EI
298
Ethic Inc
New York
$1.46M +$336K +643 +28%
PI
299
PGGM Investments
Netherlands
$1.46M +$1.3M +2,487 +531%
KOCAA
300
Knights of Columbus Asset Advisors
Connecticut
$1.41M +$23.5K +45 +2%

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.