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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
QI
451
Qtron Investments
Massachusetts
$390K
LNC
452
Lincoln National Corp
Pennsylvania
$387K +$8.18K +17 +3%
SP
453
Symmetry Partners
Connecticut
$385K +$314K +653 New
DA
454
Duality Advisers
Florida
$382K -$1.17M -2,425 -79%
NW
455
NewEdge Wealth
Pennsylvania
$381K -$5.29K -11 -2%
CCIA
456
Cherry Creek Investment Advisors
Colorado
$381K
SF
457
Synovus Financial
Georgia
$380K -$1.44K -3 -0.5%
AG
458
Algert Global
California
$370K +$307K +638 New
PCM
459
Penserra Capital Management
California
$364K +$184K +382 +154%
DT
460
Diversified Trust
Tennessee
$363K -$103K -214 -25%
VSQM
461
V-Square Quantitative Management
Illinois
$362K +$101K +210 +51%
ALAM
462
Asahi Life Asset Management
Japan
$360K +$298K +620 New
BWP
463
Baldwin Wealth Partners
Massachusetts
$354K
FHA
464
First Horizon Advisors
Tennessee
$353K +$5.29K +11 +2%
KCM
465
Kornitzer Capital Management
Kansas
$348K +$289K +600 New
MA
466
MYDA Advisors
New York
$348K +$289K +600 New
OHWP
467
Oak Harbor Wealth Partners
North Carolina
$347K -$48.1K -100 -14%
KAS
468
Kestra Advisory Services
Texas
$345K -$4.81K -10 -2%
RJT
469
Raymond James Trust
Florida
$344K -$962 -2 -0.3%
PA
470
Parallel Advisors
California
$343K -$481 -1 -0.2%
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$340K -$471K -980 -61%
WF
472
Welch & Forbes
Massachusetts
$337K -$96.2K -200 -26%
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$336K -$14K -29 -5%
CT
474
Coastline Trust
Rhode Island
$334K
HI
475
Harbour Investments
Wisconsin
$333K -$24.5K -51 -8%

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.