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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
SPA
351
Sherbrooke Park Advisers
New York
$877K +$930K +1,780 New
TRCT
352
Tower Research Capital (TRC)
New York
$874K +$410K +785 +79%
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$863K +$5.22K +10 +0.6%
IAA
354
Independent Advisor Alliance
North Carolina
$863K -$29.8K -57 -3%
FHA
355
Flagship Harbor Advisors
Massachusetts
$853K -$7.31K -14 -0.8%
OTPPB
356
Ontario Teachers' Pension Plan Board
Ontario, Canada
$852K +$42.8K +82 +5%
BIP
357
Bouvel Investment Partners
Pennsylvania
$848K +$900K +1,722 New
TI
358
Tidal Investments
Wisconsin
$834K -$185K -354 -17%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$832K -$50.7K -97 -5%
AIM
360
Aigen Investment Management
New York
$820K +$870K +1,665 New
RI
361
Ridgewood Investments
New Jersey
$819K
OQS
362
Occudo Quantitative Strategies
Florida
$811K +$860K +1,647 New
Calamos Advisors
363
Calamos Advisors
Illinois
$811K -$296K -567 -26%
Group One Trading
364
Group One Trading
Illinois
$811K +$860K +1,646 New
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$809K +$858K +1,643 New
AWS
366
Atria Wealth Solutions
New York
$795K +$28.2K +54 +3%
WI
367
WrapManager Inc
California
$794K -$39.2K -75 -4%
ML
368
McAdam LLC
Pennsylvania
$788K +$2.61K +5 +0.3%
WBC
369
Westpac Banking Corp
Australia
$785K -$1.04M -1,999 -56%
DTL
370
Dynamic Technology Lab
Singapore
$784K +$831K +1,591 New
FHB
371
First Hawaiian Bank
Hawaii
$770K -$1.04K -2 -0.1%
National Bank of Canada
372
National Bank of Canada
Quebec, Canada
$764K +$536K +1,025 +178%
SO
373
STRS Ohio
Ohio
$755K +$2.61K +5 +0.3%
Wealth Enhancement Advisory Services
374
Wealth Enhancement Advisory Services
Minnesota
$753K +$799K +1,529 New
PCIA
375
Prime Capital Investment Advisors
Kansas
$751K -$1.5M -2,871 -65%

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.