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HubSpot

575 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 193

10% more capital invested

Capital invested by funds: $12B → $13.1B (+$1.15B)

1% more funds holding

Funds holding: 567575 (+8)

0.36% more ownership

Funds ownership: 93%93.37% (+0.36%)

27% less call options, than puts

Call options by funds: $262M | Put options by funds: $358M

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
217
Reduced
193
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
301
Baader Bank Aktiengesellschaft
Germany
$723K +$709K +2,500 New
SAM
302
Shell Asset Management
Netherlands
$691K -$70.6K -249 -9%
DIA
303
Dana Investment Advisors
Wisconsin
$688K -$7.37K -26 -1%
BCV
304
Banque Cantonale Vaudoise
Switzerland
$677K -$45.4K -160 -6%
SPC
305
Sigma Planning Corp
Michigan
$677K -$21.3K -75 -3%
AC
306
Allstate Corporation
Illinois
$675K +$23.8K +84 +4%
AIM
307
Allstate Investment Management
Illinois
$675K +$661K +2,333 New
VFA
308
Values First Advisors
Tennessee
$672K -$22.1K -78 -3%
NIP
309
Nicholas Investment Partners
California
$662K +$85.6K +302 +15%
Vontobel Holding
310
Vontobel Holding
Switzerland
$661K -$775K -2,733 -53%
Wealthfront Advisers
311
Wealthfront Advisers
California
$656K +$307K +1,082 +91%
EOJOAM
312
E. Ohman J:or Asset Management
Sweden
$636K
VA
313
Valmark Advisers
Ohio
$632K +$89.6K +316 +17%
PAS
314
Park Avenue Securities
New York
$612K +$61.2K +216 +11%
TI
315
Tidal Investments
Wisconsin
$601K +$154K +544 +35%
AT
316
Arden Trust
Delaware
$595K -$197K -695 -25%
SPP
317
Single Point Partners
Massachusetts
$583K -$97.2K -343 -15%
SW
318
SVB Wealth
Massachusetts
$581K -$81.9K -289 -13%
Cerity Partners
319
Cerity Partners
New York
$571K +$79.7K +281 +17%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$565K +$210K +740 +61%
SI
321
Stephens Inc
Arkansas
$551K -$20.7K -73 -4%
SCA
322
Snowden Capital Advisors
New York
$539K -$151K -531 -22%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$538K +$55.8K +197 +12%
ESCM
324
Echo Street Capital Management
New York
$520K -$196K -693 -28%
FHA
325
Flagship Harbor Advisors
Massachusetts
$509K +$21.3K +75 +4%

HUBS Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2022, worth a combined $13.1B — up 9.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HUBS positions and 66 closed out — a net gain of 16 holders — while 217 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 575 institutional investors held HubSpot (HUBS) as of Q4 2022, up from 567 in Q3 2022.
  • Funds reported $13.1B of HubSpot stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q4 2022 and 66 closed out, a net change of +16 holders.
  • The largest HubSpot buyer in Q4 2022 was BlackRock, an estimated $129M added.
  • The largest HubSpot seller in Q4 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.