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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
TRCT
426
Tower Research Capital (TRC)
New York
$495K -$444K -922 -52%
S
427
SignatureFD
Georgia
$491K +$481 +1 +0.1%
AT
428
American Trust
Kentucky
$480K +$152K +316 +62%
VFA
429
Valeo Financial Advisors
Indiana
$478K -$78.9K -164 -17%
BRWA
430
B. Riley Wealth Advisors
Florida
$463K -$141K -294 -27%
EA
431
Emerald Advisers
Pennsylvania
$456K +$378K +785 New
WWP
432
Waypoint Wealth Partners
California
$450K
Empower Advisory Group
433
Empower Advisory Group
Colorado
$449K -$31.8K -66 -8%
AIG
434
American International Group
New York
$449K -$10.1K -21 -3%
PFM
435
Peak Financial Management
Massachusetts
$448K
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$447K -$442K -919 -54%
FCM
437
Fourpath Capital Management
Oklahoma
$441K -$8.66K -18 -2%
FB
438
Fulton Bank
Pennsylvania
$439K -$23.1K -48 -6%
HFM
439
Harvest Fund Management
China
$429K +$181K +377 +104%
HAG
440
HighPoint Advisor Group
Illinois
$428K +$327K +679 New
BFG
441
Bleakley Financial Group
New Jersey
$420K +$16.8K +35 +5%
SS
442
Simplicity Solutions
Minnesota
$420K +$16.8K +35 +5%
PTC
443
Petrus Trust Company
Texas
$418K +$346K +720 New
CM
444
Capula Management
Cayman Islands
$415K +$113K +234 +49%
IWA
445
Icon Wealth Advisors
Texas
$415K +$344K +714 New
AIM
446
Arcadia Investment Management
Michigan
$406K
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$402K +$37K +77 +13%
O
448
Ossiam
France
$393K
WAG
449
Winthrop Advisory Group
Massachusetts
$391K +$88K +183 +37%
LSA
450
Leonteq Securities AG
Switzerland
$391K +$26K +54 +9%

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.