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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
HighTower Advisors
276
HighTower Advisors
Illinois
$2.08M +$217K +451 +14%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$2.02M
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$2M
BBL
279
Beck Bode LLC
Massachusetts
$1.98M -$41.9K -87 -2%
CCG
280
Cloverfields Capital Group
Minnesota
$1.98M +$1.64M +3,405 New
GBWM
281
Granite Bay Wealth Management
New Hampshire
$1.94M
CPIG
282
Chicago Partners Investment Group
Illinois
$1.89M -$17.8K -37 -1%
AAM
283
Azzad Asset Management
Virginia
$1.88M -$481 -1 -0%
AA
284
ALPS Advisors
Colorado
$1.88M -$481 -1 -0%
DC
285
Davenport & Co
Virginia
$1.85M +$13K +27 +0.9%
EI
286
Ethic Inc
New York
$1.82M +$76.5K +159 +5%
Nisa Investment Advisors
287
Nisa Investment Advisors
Missouri
$1.81M
Nordea Investment Management
288
Nordea Investment Management
Sweden
$1.81M +$19.7K +41 +1%
AA
289
Altman Advisors
Illinois
$1.8M +$19.2K +40 +1%
LCM
290
Legato Capital Management
California
$1.77M
PI
291
PGGM Investments
Netherlands
$1.72M
LBWM
292
Left Brain Wealth Management
Illinois
$1.71M -$19.2K -40 -1%
SLAM
293
Swiss Life Asset Management
$1.68M -$1.74M -3,609 -56%
KOCAA
294
Knights of Columbus Asset Advisors
Connecticut
$1.67M +$9.62K +20 +0.7%
EI
295
Ellevest Inc
New York
$1.65M -$153K -319 -10%
MIM
296
MetLife Investment Management
New Jersey
$1.61M -$18.3K -38 -1%
NA
297
NewEdge Advisors
Louisiana
$1.55M +$291K +605 +30%
Cerity Partners
298
Cerity Partners
New York
$1.51M +$264K +549 +27%
KIA
299
Knollwood Investment Advisory
Maryland
$1.5M
SLG
300
Stanley-Laman Group
Pennsylvania
$1.47M -$122K -254 -9%

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.