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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
MC
451
Maverick Capital
Texas
$378K -$54.3K -104 -12%
IWP
452
Icon Wealth Partners
Texas
$373K +$522 +1 +0.1%
BC
453
Bridgefront Capital
Texas
$372K +$395K +756 New
VCM
454
Vetamer Capital Management
California
$367K -$189K -361 -33%
NYLIM
455
New York Life Investment Management
New York
$361K -$39.2K -75 -9%
FMAEN1
456
Fund Management at Engine No 1
California
$353K +$36.6K +70 +11%
VA
457
Vident Advisory
Georgia
$347K +$368K +705 New
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$346K -$392K -750 -52%
AIM
459
Arcadia Investment Management
Michigan
$345K
OHWP
460
Oak Harbor Wealth Partners
North Carolina
$343K -$26.1K -50 -7%
SW
461
SVB Wealth
Massachusetts
$343K -$550K -1,052 -60%
BFG
462
Bleakley Financial Group
New Jersey
$339K -$61.6K -118 -15%
SS
463
Simplicity Solutions
Minnesota
$339K -$61.1K -117 -15%
O
464
Ossiam
France
$333K -$12K -23 -3%
Bessemer Group
465
Bessemer Group
New Jersey
$332K +$143K +274 +68%
QI
466
Qtron Investments
Massachusetts
$331K +$53.3K +102 +18%
BBHC
467
Brown Brothers Harriman & Co
New York
$330K +$300K +574 +598%
NW
468
NewEdge Wealth
Pennsylvania
$329K +$17.2K +33 +5%
SF
469
Synovus Financial
Georgia
$324K +$22.5K +43 +7%
CCIA
470
Cherry Creek Investment Advisors
Colorado
$323K -$5.22K -10 -2%
LNC
471
Lincoln National Corp
Pennsylvania
$320K +$339K +649 New
HI
472
Harbour Investments
Wisconsin
$307K +$2.61K +5 +0.8%
LSA
473
Leonteq Securities AG
Switzerland
$305K -$42.3K -81 -12%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$303K +$93K +178 +41%
BWP
475
Baldwin Wealth Partners
Massachusetts
$300K

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.