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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
IC
376
IEQ Capital
California
$748K +$169K +324 +27%
GPA
377
Guerra Pan Advisors
New Jersey
$743K +$23K +44 +3%
AAG
378
Armstrong Advisory Group
Massachusetts
$735K +$10.4K +20 +1%
AWM
379
Avitas Wealth Management
California
$728K +$773K +1,479 New
TCM
380
Twin Capital Management
Pennsylvania
$727K -$33.4K -64 -4%
CAN
381
Cetera Advisor Networks
California
$717K -$88.8K -170 -10%
William Blair & Company
382
William Blair & Company
Illinois
$709K +$7.84K +15 +1%
DCM
383
DGS Capital Management
New Jersey
$705K -$1.04K -2 -0.1%
DFCM
384
Dark Forest Capital Management
Puerto Rico
$696K +$739K +1,414 New
PAS
385
Park Avenue Securities
New York
$696K +$738K +1,413 New
VFA
386
Values First Advisors
Tennessee
$695K -$126K -242 -15%
KA
387
Kovack Advisors
Florida
$690K -$7.84K -15 -1%
DIM
388
DC Investments Management
Virginia
$690K
LA
389
Legacy Advisors
Pennsylvania
$679K
PFO
390
Pathstone Family Office
New Jersey
$677K +$697K +1,334 New
GW
391
GW & Wade
Massachusetts
$658K -$522 -1 -0.1%
FA
392
FDx Advisors
Illinois
$657K -$113K -217 -14%
LA
393
LBP AM
France
$657K
RIA
394
Regal Investment Advisors
Michigan
$645K -$134K -256 -16%
US Bancorp
395
US Bancorp
Minnesota
$639K -$163K -312 -19%
WFC
396
Western Financial Corp
California
$632K +$670K +1,283 New
TMAM
397
Tokio Marine Asset Management
Japan
$631K +$66.3K +127 +11%
MGP
398
Metis Global Partners
California
$624K +$72.1K +138 +12%
OAM
399
Ostrum Asset Management
France
$619K +$82.5K +158 +14%
GA
400
GraniteShares Advisors
New York
$616K +$654K +1,251 New

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.