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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
KCM
401
Kornitzer Capital Management
Kansas
$246K
DT
402
Diversified Trust
Tennessee
$241K +$9.36K +33 +4%
PFWA
403
Paces Ferry Wealth Advisors
Georgia
$234K -$1.7K -6 -0.7%
IWA
404
Icon Wealth Advisors
Texas
$229K -$4.54K -16 -2%
FCM
405
Fourpath Capital Management
Oklahoma
$228K +$1.13K +4 +0.5%
DF
406
Donoghue Forlines
Massachusetts
$227K -$13.9K -49 -6%
TC
407
Truvestments Capital
Florida
$225K -$39.1K -138 -15%
WWP
408
Waypoint Wealth Partners
California
$224K
PTC
409
Petrus Trust Company
Texas
$221K +$217K +764 New
TFCP
410
Twin Focus Capital Partners
Massachusetts
$220K +$850 +3 +0.4%
Arrowstreet Capital
411
Arrowstreet Capital
Massachusetts
$213K +$209K +737 New
EF
412
Empowered Funds
Pennsylvania
$208K +$204K +721 New
S
413
SignatureFD
Georgia
$206K +$42K +148 +26%
AIG
414
American International Group
New York
$205K -$1.13K -4 -0.6%
RJT
415
Raymond James Trust
Florida
$204K -$15.6K -55 -7%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$200K +$36K +127 +23%
HI
417
Harbour Investments
Wisconsin
$192K +$70.9K +250 +60%
NIMI
418
Natixis Investment Managers International
France
$186K
AAM
419
Advisors Asset Management
Colorado
$176K -$30.3K -107 -15%
BWP
420
Baldwin Wealth Partners
Massachusetts
$176K
FHA
421
First Horizon Advisors
Tennessee
$176K +$32.9K +116 +24%
AA
422
Ancora Advisors
Ohio
$172K -$358K -1,264 -68%
PA
423
Parallel Advisors
California
$156K +$22.7K +80 +17%
IA
424
IFP Advisors
Florida
$150K +$3.69K +13 +1%
EWA
425
EverSource Wealth Advisors
Alabama
$125K +$67.5K +238 +122%

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.