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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
AWS
351
Atria Wealth Solutions
New York
$904K -$27.4K -57 -4%
SFA
352
Sequoia Financial Advisors
Ohio
$894K +$518K +1,077 +233%
SG Americas Securities
353
SG Americas Securities
New York
$890K -$7.04M -14,624 -91%
RI
354
Ridgewood Investments
New Jersey
$884K -$67.4K -140 -8%
GPA
355
Guerra Pan Advisors
New Jersey
$883K +$5.77K +12 +0.8%
AWM
356
Avitas Wealth Management
California
$882K +$19.7K +41 +3%
WCM Investment Management
357
WCM Investment Management
California
$881K +$719K +1,495 New
AAG
358
Armstrong Advisory Group
Massachusetts
$866K
TCM
359
Twin Capital Management
Pennsylvania
$857K +$481 +1 +0.1%
WBC
360
Westpac Banking Corp
Australia
$850K -$62.1K -129 -8%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$842K +$698K +1,450 New
JWS
362
Juncture Wealth Strategies
Arizona
$832K -$263K -547 -28%
PAS
363
Park Avenue Securities
New York
$829K +$7.22K +15 +1%
DCM
364
DGS Capital Management
New Jersey
$828K -$1.92K -4 -0.3%
VFA
365
Values First Advisors
Tennessee
$828K +$7.7K +16 +1%
KA
366
Kovack Advisors
Florida
$819K +$4.81K +10 +0.7%
DIM
367
DC Investments Management
Virginia
$813K
FTDI
368
First Trust Direct Indexing
Massachusetts
$809K +$189K +393 +39%
LA
369
Legacy Advisors
Pennsylvania
$803K +$1.92K +4 +0.3%
FHB
370
First Hawaiian Bank
Hawaii
$801K -$88.5K -184 -12%
TMAM
371
Tokio Marine Asset Management
Japan
$792K +$39.9K +83 +6%
GW
372
GW & Wade
Massachusetts
$776K
AWM
373
Aviso Wealth Management
Washington
$774K +$642K +1,334 New
IC
374
IEQ Capital
California
$770K -$93.3K -194 -13%
WFC
375
Western Financial Corp
California
$769K +$19.7K +41 +3%

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.