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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
CWM
376
CIBC World Markets
New York
$769K +$637K +1,324 New
CAN
377
Cetera Advisor Networks
California
$765K -$66.9K -139 -10%
BA
378
Bridgewater Associates
Connecticut
$765K +$63K +131 +11%
RIA
379
Regal Investment Advisors
Michigan
$757K -$2.41K -5 -0.4%
SAM
380
Shell Asset Management
Netherlands
$756K -$276K -574 -31%
William Blair & Company
381
William Blair & Company
Illinois
$741K -$78.9K -164 -11%
IWC
382
Integrated Wealth Concepts
Massachusetts
$716K +$3.37K +7 +0.6%
PAG
383
Private Advisor Group
New Jersey
$712K +$145K +302 +33%
PCM
384
Prelude Capital Management
New York
$709K -$348K -724 -37%
MGP
385
Metis Global Partners
California
$700K -$30.3K -63 -5%
FA
386
FDx Advisors
Illinois
$697K -$65K -135 -10%
PP
387
PDT Partners
New York
$697K
NL
388
NVWM LLC
Pennsylvania
$688K -$12.5K -26 -2%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$687K -$9.14K -19 -2%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$683K +$1.92K +4 +0.3%
GA
391
GraniteShares Advisors
New York
$669K -$47.1K -98 -8%
IMCOOI
392
Investment Management Corp of Ontario (IMCO)
Canada
$656K +$544K +1,130 New
N
393
Numerai
California
$650K -$4.15M -8,627 -89%
Verition Fund Management
394
Verition Fund Management
Connecticut
$642K -$342K -710 -39%
VA
395
Vident Advisory
Georgia
$641K +$192K +399 +57%
QC
396
Quadrature Capital
United Kingdom
$640K -$17.2M -35,814 -97%
GA
397
Gateway Advisory
New Jersey
$636K +$527K +1,095 New
RI
398
Redwood Investments
Massachusetts
$633K
Jacobs Levy Equity Management
399
Jacobs Levy Equity Management
New Jersey
$629K +$522K +1,084 New
GCM
400
Graham Capital Management
Connecticut
$625K +$518K +1,076 New

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.