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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
VA
326
Valmark Advisers
Ohio
$1.06M -$13.6K -26 -1%
AT
327
Arden Trust
Delaware
$1.04M -$21.4K -41 -2%
DWM
328
Dakota Wealth Management
Florida
$1.04M +$409K +782 +59%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$1.03M -$188K -360 -15%
Cerity Partners
330
Cerity Partners
New York
$1.01M +$75.8K +145 +8%
BAM
331
Blueshift Asset Management
New Jersey
$1M +$1.06M +2,036 New
NA
332
NewEdge Advisors
Louisiana
$1,000K +$954K +1,827 +900%
PMEF
333
Point72 Middle East FZE
United Arab Emirates
$997K +$1.06M +2,024 New
Prudential Financial
334
Prudential Financial
New Jersey
$987K -$24.2M -46,329 -96%
BBA
335
Baader Bank Aktiengesellschaft
Germany
$986K -$350K -669 -25%
BCB
336
Brian C. Broderick
$985K +$522K +1,000 +100%
JWS
337
Juncture Wealth Strategies
Arizona
$975K +$323K +619 +45%
SI
338
Stephens Inc
Arkansas
$965K +$14.6K +28 +1%
PCM
339
Prelude Capital Management
New York
$958K +$325K +623 +47%
CCIA
340
Campbell & Co Investment Adviser
Maryland
$945K +$1M +1,919 New
BAMF
341
BI Asset Management Fondsmaeglerselskab
Denmark
$945K -$671K -1,285 -40%
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
$938K +$26.1K +50 +3%
GCM
343
Genus Capital Management
British Columbia, Canada
$936K -$731K -1,400 -42%
BPA
344
Beacon Pointe Advisors
California
$935K +$30.8K +59 +3%
M&T Bank
345
M&T Bank
New York
$934K -$383K -733 -28%
API
346
Advisor Partners II
California
$928K +$164K +314 +20%
SAM
347
Shell Asset Management
Netherlands
$924K -$19.3K -37 -2%
CI
348
Ceera Investments
Texas
$906K
Verition Fund Management
349
Verition Fund Management
Connecticut
$894K +$545K +1,044 +135%
CAPTRUST Financial Advisors
350
CAPTRUST Financial Advisors
North Carolina
$884K +$158K +302 +20%

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.