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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
426
Edmond de Rothschild Holding
Switzerland
$321K +$21.2K +58 +8%
TSS
427
Two Sigma Securities
New York
$320K +$272K +746 New
DGAM
428
Desjardins Global Asset Management
Quebec, Canada
$313K -$64.6K -177 -19%
AT
429
American Trust
Kentucky
$307K +$261K +716 New
Brown Advisory
430
Brown Advisory
Maryland
$305K +$260K +712 New
QC
431
QCM Cayman
Texas
$303K +$258K +707 New
SC
432
Shay Capital
New York
$300K +$255K +700 New
AIG
433
American International Group
New York
$295K -$7.3K -20 -3%
VIA
434
Vident Investment Advisory
Georgia
$295K +$251K +687 New
FB
435
Fulton Bank
Pennsylvania
$294K +$250K +685 New
NW
436
NewEdge Wealth
Pennsylvania
$293K -$93.4K -256 -27%
HWM
437
HB Wealth Management
Georgia
$291K +$248K +679 New
CCIA
438
Cherry Creek Investment Advisors
Colorado
$286K +$243K +666 New
HI
439
Harbour Investments
Wisconsin
$282K -$2.55K -7 -1%
KWM
440
Kingsview Wealth Management
Oregon
$274K +$234K +640 New
PI
441
Putnam Investments
Massachusetts
$272K +$232K +635 New
LNWWM
442
Laird Norton Wetherby Wealth Management
California
$271K +$230K +631 New
SF
443
Synovus Financial
Georgia
$270K +$230K +630 New
FHA
444
First Horizon Advisors
Tennessee
$269K +$6.93K +19 +3%
PAG
445
Private Advisor Group
New Jersey
$266K +$226K +620 New
OAM
446
Ostrum Asset Management
France
$264K +$225K +616 New
MCP
447
Mirador Capital Partners
California
$264K -$309K -846 -58%
CM
448
Capula Management
Cayman Islands
$264K +$224K +615 New
KAS
449
Kestra Advisory Services
Texas
$263K -$1.43M -3,906 -86%
BWP
450
Baldwin Wealth Partners
Massachusetts
$262K – – –
16 17
18
19 20

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.