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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
MFAM
426
Motley Fool Asset Management
Virginia
$503K +$4.7K +9 +0.9%
SWM
427
Spire Wealth Management
Virginia
$495K -$3.62M -6,929 -87%
FTDI
428
First Trust Direct Indexing
Massachusetts
$493K -$10.4K -20 -2%
ACM
429
Argent Capital Management
Missouri
$493K
HFA
430
Harbert Fund Advisors
Alabama
$493K +$522K +1,000 New
VFA
431
Valeo Financial Advisors
Indiana
$487K -$55.9K -107 -10%
Lido Advisors
432
Lido Advisors
California
$466K +$30.8K +59 +7%
MOS
433
MGO One Seven
Ohio
$460K +$488K +935 New
PAG
434
Private Advisor Group
New Jersey
$456K -$399K -764 -45%
HMS
435
Hanseatic Management Services
New Mexico
$453K +$1.04K +2 +0.2%
LOAMU
436
Lombard Odier Asset Management (USA)
New York
$447K -$37.6K -72 -7%
BCM
437
BluePath Capital Management
Georgia
$432K +$458K +877 New
RFN
438
Redwood Financial Network
Ohio
$425K -$8.36K -16 -2%
SEC
439
Seven Eight Capital
New York
$425K +$450K +862 New
CHP
440
Cable Hill Partners
Oregon
$420K +$1.04K +2 +0.2%
S
441
SignatureFD
Georgia
$416K +$34K +65 +8%
Empower Advisory Group
442
Empower Advisory Group
Colorado
$414K -$64.3K -123 -13%
DT
443
Diversified Trust
Tennessee
$414K -$112K -214 -20%
PL
444
Perpetual Ltd
Australia
$399K -$234K -447 -36%
FB
445
Fulton Bank
Pennsylvania
$396K +$34K +65 +9%
AIG
446
American International Group
New York
$391K -$28.7K -55 -6%
WF
447
Welch & Forbes
Massachusetts
$385K
FCM
448
Fourpath Capital Management
Oklahoma
$383K -$14.1K -27 -3%
WWP
449
Waypoint Wealth Partners
California
$382K
PFM
450
Peak Financial Management
Massachusetts
$380K +$403K +771 New

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.