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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
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$120K +$19.8K +70 +20%
O
427
Ossiam
France
$111K
WWM
428
Wolff Wiese Magana
California
$111K -$62.4K -220 -36%
Bessemer Group
429
Bessemer Group
New Jersey
$111K +$1.42K +5 +1%
S
430
Seeyond
France
$106K +$283 +1 +0.3%
AIM
431
Arcadia Investment Management
Michigan
$106K
HNB
432
Huntington National Bank
Ohio
$103K
DWP
433
Destiny Wealth Partners
Florida
$91.4K
HWMA
434
Heritage Wealth Management (Arizona)
Arizona
$87.9K +$43.1K +152 +100%
HT
435
Headlands Technologies
Illinois
$79K +$77.1K +272 New
HWA
436
HHM Wealth Advisors
Tennessee
$76K -$17.6K -62 -19%
PCM
437
Penserra Capital Management
California
$67K +$2.55K +9 +4%
NA
438
NewEdge Advisors
Louisiana
$65.1K +$120K +425 New
CFG
439
CKW Financial Group
Hawaii
$59K
BAM
440
Belpointe Asset Management
Nevada
$58.4K +$57.3K +202 New
QC
441
Quent Capital
New York
$56.7K +$10.8K +38 +24%
SIC
442
Salem Investment Counselors
North Carolina
$54.6K
CT
443
Cambridge Trust
Massachusetts
$52K -$3.69K -13 -7%
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$51.5K +$5.1K +18 +11%
ACM
445
Adalta Capital Management
New York
$49K
IFAM
446
Institutional & Family Asset Management
Colorado
$48.3K +$1.42K +5 +3%
ATC
447
Adirondack Trust Company
New York
$46.3K
QCG
448
Quadrant Capital Group
Ohio
$44.8K +$7.94K +28 +22%
KFS
449
Kelly Financial Services
Massachusetts
$42.5K +$11.1K +39 +36%
GAAM
450
Guinness Atkinson Asset Management
California
$41.6K -$4.54K -16 -10%

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.