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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
OHWP
326
Oak Harbor Wealth Partners
North Carolina
$486K +$75.4K +266 +19%
RI
327
Ridgewood Investments
New Jersey
$481K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$480K -$105K -372 -18%
Verition Fund Management
329
Verition Fund Management
Connecticut
$475K -$520K -1,834 -53%
EGM
330
Engineers Gate Manager
New York
$457K -$1.56M -5,487 -78%
BPA
331
Beacon Pointe Advisors
California
$451K +$40.8K +144 +10%
AG
332
Algert Global
California
$450K +$441K +1,556 New
CIBC Asset Management
333
CIBC Asset Management
Ontario, Canada
$449K -$154K -544 -26%
Cambridge Investment Research Advisors
334
Cambridge Investment Research Advisors
Iowa
$447K -$89.3K -315 -17%
MC
335
Maverick Capital
Texas
$446K +$128K +453 +42%
HighTower Advisors
336
HighTower Advisors
Illinois
$446K +$95.5K +337 +28%
HF
337
HRT Financial
New York
$445K +$437K +1,542 New
William Blair & Company
338
William Blair & Company
Illinois
$437K +$102K +359 +31%
PCM
339
Prelude Capital Management
New York
$435K -$13.6K -48 -3%
CI
340
Ceera Investments
Texas
$431K +$422K +1,490 New
VFA
341
Valeo Financial Advisors
Indiana
$424K -$26.4K -93 -6%
MCP
342
Mirador Capital Partners
California
$422K +$86.5K +305 +26%
LOAMU
343
Lombard Odier Asset Management (USA)
New York
$421K +$109K +386 +36%
WI
344
WrapManager Inc
California
$421K -$117K -412 -22%
ProShare Advisors
345
ProShare Advisors
Maryland
$420K -$43.1K -152 -9%
EI
346
Ethic Inc
New York
$415K +$29.5K +104 +8%
DCM
347
DGS Capital Management
New Jersey
$406K +$9.64K +34 +2%
DIM
348
DC Investments Management
Virginia
$405K +$397K +1,400 New
LA
349
Legacy Advisors
Pennsylvania
$399K +$567 +2 +0.1%
Corient Private Wealth
350
Corient Private Wealth
Florida
$397K +$382K +1,348 New

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.