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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
MGP
376
Metis Global Partners
California
$299K +$293K +1,033 New
RFC
377
Regions Financial Corp
Alabama
$294K +$65.2K +230 +29%
LSA
378
Leonteq Securities AG
Switzerland
$290K +$229K +809 +415%
ACM
379
Argent Capital Management
Missouri
$289K -$56.7K -200 -17%
AFG
380
Albion Financial Group
Utah
$289K
BCB
381
Brian C. Broderick
$289K
FC
382
FORA Capital
Florida
$289K -$763K -2,691 -73%
V
383
Veritable
Delaware
$287K -$18.7K -66 -6%
FTDI
384
First Trust Direct Indexing
Massachusetts
$280K +$35.7K +126 +15%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$274K +$6.24K +22 +2%
TCM
386
Teza Capital Management
Illinois
$272K +$267K +941 New
SG Americas Securities
387
SG Americas Securities
New York
$272K +$151K +532 +130%
NW
388
NewEdge Wealth
Pennsylvania
$272K -$60.7K -214 -19%
DGAM
389
Desjardins Global Asset Management
Quebec, Canada
$262K +$19.6K +69 +8%
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$261K +$256K +904 New
SCA
391
STALEY CAPITAL ADVISERS
Pennsylvania
$260K +$255K +900 New
JWS
392
Juncture Wealth Strategies
Arizona
$257K -$9.64K -34 -4%
SG
393
Stonnington Group
California
$254K -$850K -3,000 -77%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$254K -$6.52K -23 -3%
RFN
395
Redwood Financial Network
Ohio
$251K +$3.12K +11 +1%
MFAM
396
Motley Fool Asset Management
Virginia
$250K -$21K -74 -8%
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$250K -$5.1K -18 -2%
WF
398
Welch & Forbes
Massachusetts
$250K
NYLIM
399
New York Life Investment Management
New York
$249K +$7.37K +26 +3%
CHP
400
Cable Hill Partners
Oregon
$246K

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.