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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
Jacobs Levy Equity Management
401
Jacobs Levy Equity Management
New Jersey
$698K +$18K +30 +3%
Lazard Asset Management
402
Lazard Asset Management
New York
$693K -$6.15M -10,229 -90%
PWS
403
Peterson Wealth Services
Utah
$692K +$432K +719 +187%
Caisse de Depot et Placement du Quebec (CDPQ)
404
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$689K -$5.67M -9,433 -90%
Verition Fund Management
405
Verition Fund Management
Connecticut
$685K -$7.21K -12 -1%
SWM
406
Spire Wealth Management
Virginia
$684K +$51.1K +85 +8%
GA
407
GraniteShares Advisors
New York
$683K -$37.9K -63 -5%
RI
408
Redwood Investments
Massachusetts
$681K -$2.4K -4 -0.4%
SPIA
409
Steward Partners Investment Advisory
New York
$680K +$27K +45 +4%
BGA
410
Battery Global Advisors
Massachusetts
$652K
IA
411
IFP Advisors
Florida
$644K +$4.21K +7 +0.7%
PWP
412
Pursue Wealth Partners
California
$640K +$614K +1,022 New
FA
413
FDx Advisors
Illinois
$634K -$113K -188 -16%
FDCDDQ
414
Federation des caisses Desjardins du Quebec
Quebec, Canada
$626K +$171K +285 +37%
Lido Advisors
415
Lido Advisors
California
$621K +$35.5K +59 +6%
CA
416
Cetera Advisors
Colorado
$620K +$376K +625 +172%
MFAM
417
Motley Fool Asset Management
Virginia
$618K +$31.9K +53 +6%
CB
418
Commerce Bank
Missouri
$608K +$11.4K +19 +2%
PTC
419
Petrus Trust Company
Texas
$593K +$136K +227 +32%
NYLIM
420
New York Life Investment Management
New York
$585K +$7.81K +13 +1%
CI
421
Ceera Investments
Texas
$576K -$553K -920 -50%
HWM
422
HB Wealth Management
Georgia
$559K +$198K +330 +59%
VI
423
Vestcor Inc
New Brunswick, Canada
$553K -$108K -179 -17%
IC
424
IEQ Capital
California
$548K -$271K -451 -34%
HMS
425
Hanseatic Management Services
New Mexico
$548K +$601 +1 +0.1%

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.