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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
HVCM
401
Hel Ved Capital Management
Hong Kong
$608K +$645K +1,235 New
ADIM
402
Alpha DNA Investment Management
Maryland
$608K -$92.5K -177 -13%
GC
403
Gilbert & Cook
Iowa
$605K +$433K +828 +207%
IWC
404
Integrated Wealth Concepts
Massachusetts
$604K -$53.3K -102 -8%
CCM
405
Cinctive Capital Management
New York
$600K -$3.9M -7,469 -86%
NL
406
NVWM LLC
Pennsylvania
$596K +$37.1K +71 +6%
Envestnet Portfolio Solutions
407
Envestnet Portfolio Solutions
Illinois
$592K +$628K +1,203 New
PP
408
PDT Partners
New York
$591K -$1.25M -2,400 -67%
GS
409
GTS Securities
New York
$585K -$315K -603 -34%
BA
410
Bridgewater Associates
Connecticut
$584K +$56.9K +109 +10%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$578K
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$570K +$8.36K +16 +1%
M1FG
413
Mach-1 Financial Group
Arkansas
$562K +$66.3K +127 +13%
FRM
414
Fox Run Management
Connecticut
$561K +$596K +1,140 New
KWM
415
Kingsview Wealth Management
Oregon
$561K -$1.57K -3 -0.3%
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$556K +$324K +620 +122%
Wolverine Trading
417
Wolverine Trading
Illinois
$553K +$586K +1,122 New
TSW
418
Thompson Siegel & Walmsley
Virginia
$542K -$209K -400 -27%
BRWA
419
B. Riley Wealth Advisors
Florida
$538K -$438K -838 -43%
RI
420
Redwood Investments
Massachusetts
$537K
JF
421
Jump Financial
Illinois
$535K -$2.7M -5,168 -83%
VI
422
Vestcor Inc
New Brunswick, Canada
$528K
DIA
423
Dana Investment Advisors
Wisconsin
$523K +$4.7K +9 +0.9%
SPIA
424
Steward Partners Investment Advisory
New York
$522K +$98.2K +188 +22%
IA
425
IFP Advisors
Florida
$506K +$51.7K +99 +11%

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.