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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
DF
451
Donoghue Forlines
Massachusetts
$260K -$65K -178 -23%
HFM
452
Harvest Fund Management
China
$258K +$219K +601 New
LFM
453
LGT Fund Management
Liechtenstein
$257K +$219K +600 New
DFCM
454
Dark Forest Capital Management
Puerto Rico
$255K +$217K +595 New
RJT
455
Raymond James Trust
Florida
$253K -$41.6K -114 -16%
FMAEN1
456
Fund Management at Engine No 1
California
$253K +$215K +590 New
MAS
457
Meeder Advisory Services
Ohio
$252K +$215K +588 New
FFA
458
Founders Financial Alliance
North Carolina
$245K +$216K +591 New
PA
459
Parallel Advisors
California
$244K +$10.9K +30 +6%
AA
460
Ancora Advisors
Ohio
$241K -$12K -33 -6%
JWS
461
Juncture Wealth Strategies
Arizona
$240K -$120K -330 -37%
IFG
462
Independent Financial Group
California
$235K +$200K +548 New
YCM
463
Yousif Capital Management
Michigan
$231K +$197K +539 New
ACA
464
Affinity Capital Advisors
California
$231K +$196K +538 New
GSEP
465
Golden State Equity Partners
California
$230K +$196K +537 New
WAG
466
Winthrop Advisory Group
Massachusetts
$226K +$192K +526 New
BAM
467
Berkshire Asset Management
Pennsylvania
$223K +$190K +520 New
BFA
468
Benedict Financial Advisors
Georgia
$221K +$188K +515 New
CAM
469
Claret Asset Management
Quebec, Canada
$220K +$187K +512 New
BP
470
Ballentine Partners
Massachusetts
$220K +$187K +512 New
FP
471
Foundry Partners
Minnesota
$217K +$185K +507 New
PWS
472
Private Wealth Strategies
Ohio
$214K +$182K +500 New
WA
473
Wealth Alliance
New York
$212K +$181K +495 New
UCFA
474
United Capital Financial Advisors
Texas
$212K +$181K +495 New
CI
475
Cigna Investments
Connecticut
$212K +$181K +496 New
17 18
19
20 21

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.