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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
CA
451
Clearstead Advisors
Ohio
$41.1K
SL
452
Sonnipe Ltd
Isle Of Man
$40.8K +$40K +141 New
FFA
453
Farther Finance Advisors
California
$40.5K +$39.7K +140 New
WTA
454
Washington Trust Advisors
Massachusetts
$38.7K -$61.8K -218 -62%
Baillie Gifford & Co
455
Baillie Gifford & Co
United Kingdom
$36.4K
CI Investments Inc
456
CI Investments Inc
Ontario, Canada
$36K +$18.7K +66 +114%
KFP
457
KB Financial Partners
New Jersey
$33K -$6.24K -22 -16%
UB
458
UMB Bank
Missouri
$33K +$32.3K +114 New
TRCT
459
Tower Research Capital (TRC)
New York
$31K -$1.12M -3,958 -97%
CS
460
Comerica Securities
Michigan
$30.6K +$30K +106 New
LS
461
Livforsakringsbolaget Skandia
Sweden
$28.9K
AAG
462
Armstrong Advisory Group
Massachusetts
$28.9K +$28.3K +100 New
LC
463
Lindbrook Capital
California
$28.6K +$20.1K +71 +254%
SWM
464
Spire Wealth Management
Virginia
$28K -$78.2K -276 -74%
BBHC
465
Brown Brothers Harriman & Co
New York
$25.2K
BCWM
466
Bartlett & Co Wealth Management
Ohio
$23.1K
CFO
467
CVA Family Office
Colorado
$23.1K
BC
468
Bartlett & Co
Ohio
$23K
WTC
469
WhitTier Trust Company
Nevada
$22.8K +$1.98K +7 +10%
AF
470
Allworth Financial
California
$22K +$13K +46 +153%
AIM
471
Anchor Investment Management
South Carolina
$21.7K
HBW
472
Hazlett, Burt & Watson
West Virginia
$21K +$20.4K +72 New
SSB
473
Sandy Spring Bank
Maryland
$20.2K
Dimensional Fund Advisors
474
Dimensional Fund Advisors
Texas
$18.9K +$431K +1,519 +2%
TF
475
TimeScale Financial
Massachusetts
$18.4K

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.