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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$1.44M +$329K +684 +38%
GCM
302
Gunderson Capital Management
South Carolina
$1.43M -$481 -1 -0%
AIMCA
303
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M
CL
304
CIM LLC
New York
$1.39M +$7.7K +16 +0.7%
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$1.38M -$930K -1,934 -45%
ITFISA
306
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.38M
CS
307
Candriam SCA
Luxembourg
$1.36M -$87.1K -181 -7%
RL
308
Retireful LLC
Michigan
$1.36M +$1.12M +2,335 New
TI
309
Tidal Investments
Wisconsin
$1.35M +$306K +635 +37%
JF
310
Jump Financial
Illinois
$1.34M +$584K +1,214 +112%
Wolverine Trading
311
Wolverine Trading
Illinois
$1.28M +$522K +1,086 +97%
HS
312
HighVista Strategies
Massachusetts
$1.28M +$1.06M +2,200 New
Teacher Retirement System of Texas
313
Teacher Retirement System of Texas
Texas
$1.26M -$714K -1,485 -41%
SCA
314
Snowden Capital Advisors
New York
$1.23M -$46.7K -97 -4%
FRM
315
Fox Run Management
Connecticut
$1.22M +$464K +964 +85%
NIP
316
Nicholas Investment Partners
California
$1.21M -$115K -238 -10%
Corient Private Wealth
317
Corient Private Wealth
Florida
$1.19M -$55.8K -116 -5%
DAS
318
Dynamic Advisor Solutions
Arizona
$1.19M +$14.4K +30 +1%
BBA
319
Baader Bank Aktiengesellschaft
Germany
$1.16M -$962 -2 -0.1%
BCB
320
Brian C. Broderick
$1.16M
GC
321
Gilbert & Cook
Iowa
$1.14M +$355K +737 +60%
BCV
322
Banque Cantonale Vaudoise
Switzerland
$1.13M -$240K -498 -20%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$1.12M +$15.4K +32 +2%
Prudential Financial
324
Prudential Financial
New Jersey
$1.12M -$33.7K -70 -3%
AT
325
Arden Trust
Delaware
$1.12M -$86.1K -179 -8%

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.