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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
GW
351
GW & Wade
Massachusetts
$397K +$3.69K +13 +1%
US Bancorp
352
US Bancorp
Minnesota
$395K -$54.7K -193 -12%
KJHP
353
K.J. Harrison & Partners
Ontario, Canada
$392K +$283K +1,000 New
GPA
354
Guerra Pan Advisors
New Jersey
$356K
PG
355
Pendal Group
Australia
$352K -$81.9K -289 -19%
FA
356
FDx Advisors
Illinois
$352K -$71.7K -253 -17%
AWM
357
Avior Wealth Management
Nebraska
$350K
AAM
358
Azzad Asset Management
Virginia
$347K +$340K +1,199 New
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$345K +$5.67K +20 +2%
RI
360
Redwood Investments
Massachusetts
$342K -$9.07K -32 -3%
LWAC
361
Laurel Wealth Advisors (California)
California
$341K -$14.2K -50 -4%
ETC
362
Exchange Traded Concepts
Oklahoma
$338K +$34K +120 +11%
MAM
363
Meeder Asset Management
Ohio
$338K +$317K +1,120 +2,240%
WS
364
Wedbush Securities
California
$336K +$2.83K +10 +0.9%
BRWA
365
B. Riley Wealth Advisors
Florida
$330K +$60.7K +214 +23%
CAN
366
Cetera Advisor Networks
California
$329K +$322K +1,137 New
Lido Advisors
367
Lido Advisors
California
$327K +$321K +1,132 New
AWS
368
AJ Wealth Strategies
New York
$324K
SPIA
369
Steward Partners Investment Advisory
New York
$323K +$79.7K +281 +34%
KA
370
Kovack Advisors
Florida
$322K
VI
371
Vestcor Inc
New Brunswick, Canada
$313K -$762K -2,687 -71%
SLAM
372
Swiss Life Asset Management
$312K -$77.7K -274 -20%
XT
373
XTX Topco
Cayman Islands
$309K -$17.3K -61 -5%
CB
374
Commerce Bank
Missouri
$305K +$23.8K +84 +9%
TMAM
375
Tokio Marine Asset Management
Japan
$303K +$28.6K +101 +11%

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.