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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$862K +$115K +191 +16%
DIA
377
Dana Investment Advisors
Wisconsin
$860K +$191K +318 +30%
LA
378
Legacy Advisors
Pennsylvania
$845K -$20.4K -34 -2%
FHB
379
First Hawaiian Bank
Hawaii
$843K -$21K -35 -3%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$838K -$368K -612 -31%
GCP
381
GSA Capital Partners
United Kingdom
$835K +$800K +1,332 New
EF
382
Empowered Funds
Pennsylvania
$823K -$1.71M -2,852 -68%
AAM
383
Advisors Asset Management
Colorado
$818K +$217K +361 +38%
VA
384
Vident Advisory
Georgia
$816K +$120K +199 +18%
PAG
385
Private Advisor Group
New Jersey
$812K +$41.5K +69 +6%
RIA
386
Regal Investment Advisors
Michigan
$811K -$5.41K -9 -0.7%
VFA
387
Values First Advisors
Tennessee
$808K -$82.9K -138 -10%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$795K +$181K +302 +31%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$779K +$331K +550 +79%
SAM
390
Shell Asset Management
Netherlands
$770K +$1.8K +3 +0.2%
Teacher Retirement System of Texas
391
Teacher Retirement System of Texas
Texas
$762K -$572K -951 -44%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$758K +$19.8K +33 +3%
AIMCA
393
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$752K -$736K -1,224 -50%
KCM
394
Kornitzer Capital Management
Kansas
$752K +$361K +600 +100%
MGP
395
Metis Global Partners
California
$748K -$6.61K -11 -0.9%
GA
396
Gateway Advisory
New Jersey
$739K +$50.5K +84 +8%
CIC
397
Chilton Investment Company
Connecticut
$739K +$709K +1,179 New
S
398
SignatureFD
Georgia
$737K +$199K +331 +39%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$733K +$141K +234 +25%
Rafferty Asset Management
400
Rafferty Asset Management
New York
$723K +$694K +1,154 New

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.