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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
301
Arden Trust
Delaware
$1.13M +$207K +566 +27%
HCA
302
Harbor Capital Advisors
Illinois
$1.11M -$268K -734 -22%
KIA
303
Knollwood Investment Advisory
Maryland
$1.11M – – –
SPM
304
Symmetry Peak Management
Pennsylvania
$1.09M +$931K +2,550 New
LA
305
LBP AM
France
$1.09M -$65K -178 -7%
MC
306
Maverick Capital
Texas
$1.06M +$341K +934 +61%
SPC
307
Sigma Planning Corp
Michigan
$1.06M +$45.6K +125 +5%
GCM
308
Graham Capital Management
Connecticut
$1.05M +$892K +2,443 New
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$1.03M +$199K +545 +29%
Parallax Volatility Advisers
310
Parallax Volatility Advisers
California
$1.03M -$4.43M -12,126 -83%
SAM
311
Shell Asset Management
Netherlands
$1.02M -$730 -2 -0.1%
VA
312
Valmark Advisers
Ohio
$1M +$54.4K +149 +7%
CC
313
Cipher Capital
New York
$989K -$872K -2,389 -51%
GC
314
Guggenheim Capital
Illinois
$986K -$188K -515 -18%
AAM
315
Azzad Asset Management
Virginia
$981K +$398K +1,090 +91%
SCA
316
Snowden Capital Advisors
New York
$971K +$146K +401 +22%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$943K – – –
VFA
318
Values First Advisors
Tennessee
$933K -$54K -148 -6%
TI
319
Tidal Investments
Wisconsin
$921K +$25.2K +69 +3%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$918K +$67.9K +186 +10%
TC
321
Tairen Capital
Hong Kong
$917K +$781K +2,139 New
VF
322
Virtu Financial
New York
$916K +$779K +2,136 New
OTPPB
323
Ontario Teachers' Pension Plan Board
Ontario, Canada
$901K -$688K -1,886 -47%
NFC
324
Northeast Financial Consultants
Connecticut
$898K +$765K +2,095 New
EI
325
Ethic Inc
New York
$898K +$240K +658 +46%
11 12
13
14 15

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.