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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
Simplicity Wealth
New Jersey
$458K +$439K +731 New
IMCOOI
452
Investment Management Corp of Ontario (IMCO)
Canada
$457K -$240K -400 -35%
PFM
453
Peak Financial Management
Massachusetts
$457K -$24.6K -41 -5%
LSA
454
Leonteq Securities AG
Switzerland
$450K +$27K +45 +7%
PAM
455
Panagora Asset Management
Massachusetts
$449K -$35.6M -59,257 -99%
Empower Advisory Group
456
Empower Advisory Group
Colorado
$447K -$36.7K -61 -8%
II
457
Inspire Investing
Idaho
$447K +$428K +713 New
P8IP
458
Pier 88 Investment Partners
California
$439K -$739K -1,230 -64%
AIM
459
Arcadia Investment Management
Michigan
$439K
UM
460
UniSuper Management
Australia
$439K +$180K +300 +75%
BA
461
Bridgewater Associates
Connecticut
$430K -$379K -631 -48%
LNC
462
Lincoln National Corp
Pennsylvania
$427K +$9.62K +16 +2%
IWA
463
Icon Wealth Advisors
Texas
$427K -$19.8K -33 -5%
QI
464
Qtron Investments
Massachusetts
$421K
MYAM
465
Meiji Yasuda Asset Management
Japan
$420K +$84.1K +140 +26%
CMI
466
Clare Market Investments
Texas
$407K +$126K +210 +48%
CCIA
467
Cherry Creek Investment Advisors
Colorado
$405K -$6.01K -10 -2%
WAG
468
Winthrop Advisory Group
Massachusetts
$402K -$19.2K -32 -5%
PA
469
Parallel Advisors
California
$393K +$22.2K +37 +6%
DT
470
Diversified Trust
Tennessee
$392K
YCM
471
Yousif Capital Management
Michigan
$392K +$36.7K +61 +11%
VSQM
472
V-Square Quantitative Management
Illinois
$391K
BWP
473
Baldwin Wealth Partners
Massachusetts
$382K
SP
474
Symmetry Partners
Connecticut
$381K -$27K -45 -7%
OHWP
475
Oak Harbor Wealth Partners
North Carolina
$374K

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.