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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
CPIG
301
Chicago Partners Investment Group
Illinois
$1.4M -$63.7K -122 -4%
MIM
302
MetLife Investment Management
New Jersey
$1.38M +$522 +1 +0%
SLG
303
Stanley-Laman Group
Pennsylvania
$1.37M -$71.1K -136 -5%
P8IP
304
Pier 88 Investment Partners
California
$1.28M +$67.9K +130 +5%
IP
305
Intellectus Partners
California
$1.28M +$227K +435 +20%
KIA
306
Knollwood Investment Advisory
Maryland
$1.27M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
307
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.27M -$1M -1,923 -43%
ETC
308
Exchange Traded Concepts
Oklahoma
$1.27M +$572K +1,095 +74%
UCFA
309
United Capital Financial Advisors
Texas
$1.25M +$1.12M +2,148 +538%
CS
310
Candriam SCA
Luxembourg
$1.24M -$107K -204 -7%
GCM
311
Gunderson Capital Management
South Carolina
$1.21M -$615K -1,177 -32%
BCV
312
Banque Cantonale Vaudoise
Switzerland
$1.21M -$79.9K -153 -6%
DF
313
Donoghue Forlines
Massachusetts
$1.19M -$359K -687 -22%
AIMCA
314
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.19M -$510K -977 -29%
SPC
315
Sigma Planning Corp
Michigan
$1.19M +$23.5K +45 +2%
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$1.18M +$523K +1,001 +72%
ITFISA
317
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.17M -$10.4K -20 -0.8%
NIP
318
Nicholas Investment Partners
California
$1.14M +$39.2K +75 +3%
CL
319
CIM LLC
New York
$1.13M +$6.27K +12 +0.5%
QT
320
Quantbot Technologies
New York
$1.13M +$1.2M +2,288 New
HCA
321
Harbor Capital Advisors
Illinois
$1.11M -$157K -301 -12%
SCA
322
Snowden Capital Advisors
New York
$1.09M -$20.9K -40 -2%
EOJOAM
323
E. Ohman J:or Asset Management
Sweden
$1.08M
DAS
324
Dynamic Advisor Solutions
Arizona
$1.07M +$1.14M +2,175 New
Corient Private Wealth
325
Corient Private Wealth
Florida
$1.06M +$259K +495 +30%

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.