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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
AC
401
Armistice Capital
New York
$621K +$515K +1,070 New
VI
402
Vestcor Inc
New Brunswick, Canada
$617K -$5.29K -11 -1%
DIA
403
Dana Investment Advisors
Wisconsin
$612K -$2.89K -6 -0.6%
SPIA
404
Steward Partners Investment Advisory
New York
$604K -$9.14K -19 -2%
BGA
405
Battery Global Advisors
Massachusetts
$604K +$501K +1,041 New
AAS
406
Ameritas Advisory Services
Nebraska
$604K +$472K +981 New
TSS
407
Two Sigma Securities
New York
$602K +$499K +1,037 New
XT
408
XTX Topco
Cayman Islands
$597K +$495K +1,029 New
IA
409
IFP Advisors
Florida
$593K -$3.37K -7 -0.7%
SWM
410
Spire Wealth Management
Virginia
$585K +$962 +2 +0.2%
LA
411
LBP AM
France
$564K -$175K -363 -27%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$561K -$91.4K -190 -16%
CB
413
Commerce Bank
Missouri
$553K -$3.02M -6,283 -87%
AAM
414
Advisors Asset Management
Colorado
$549K +$207K +430 +83%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$543K -$92.9K -193 -17%
MFAM
416
Motley Fool Asset Management
Virginia
$542K -$42.8K -89 -9%
Lido Advisors
417
Lido Advisors
California
$541K -$7.22K -15 -2%
NYLIM
418
New York Life Investment Management
New York
$535K +$90.4K +188 +26%
CCS
419
Concentric Capital Strategies
Connecticut
$532K +$441K +917 New
SAM
420
Sycomore Asset Management
France
$532K +$336K +698 +332%
KWM
421
Kingsview Wealth Management
Oregon
$514K -$122K -253 -22%
BCM
422
BluePath Capital Management
Georgia
$509K +$7.7K +16 +2%
HMS
423
Hanseatic Management Services
New Mexico
$507K -$21.6K -45 -5%
MOS
424
MGO One Seven
Ohio
$502K -$34.2K -71 -8%
RFN
425
Redwood Financial Network
Ohio
$500K

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.