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HubSpot
HUBS

681 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 244 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 52

21% more capital invested

Capital invested by funds: $19.2B → $23.4B (+$4.14B)

7% more funds holding

Funds holding: 636 → 681 (+45)

6% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 244

2.16% less ownership

Funds ownership: 91.05% → 88.89% (-2.2%)

16% less call options, than puts

Call options by funds: $369M | Put options by funds: $438M

32% less funds holding in top 10

Funds holding in top 10: 19 → 13 (-6)

Holders
681
Holders Change
+45
Holders Change %
+7.08%
% of All Funds
10.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.2%
New
100
Increased
230
Reduced
244
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$340M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$231M
3
AM
AGF Management
Ontario, Canada
+$105M
4
Morgan Stanley
Morgan Stanley
New York
+$84.3M
5
Franklin Resources
Franklin Resources
California
+$59.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$236M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$194M
4
Artisan Partners
Artisan Partners
Wisconsin
-$136M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$169M +$351K +749 +0.2%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$169M +$45.1M +96,280 +44%
Legal & General Group
28
Legal & General Group
United Kingdom
$165M +$14.3M +30,591 +11%
UBS AM
29
UBS AM
Illinois
$165M – – –
Bank of America
30
Bank of America
North Carolina
$157M -$236M -504,459 -63%
CCM
31
Cadian Capital Management
New York
$144M -$79M -168,500 -38%
Amundi
32
Amundi
France
$142M +$28M +59,730 +28%
Macquarie Group
33
Macquarie Group
Australia
$142M -$19.5M -41,569 -14%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$140M -$5.85M -12,479 -4%
Renaissance Technologies
35
Renaissance Technologies
New York
$139M -$12.8M -27,301 -9%
AllianceBernstein
36
AllianceBernstein
Tennessee
$136M -$31.7M -67,718 -21%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$133M +$9.09M +19,400 +8%
GGHC
38
Gilder Gagnon Howe & Co
New York
$130M -$15.7M -33,482 -12%
Ameriprise
39
Ameriprise
Minnesota
$121M -$4.56M -9,732 -4%
AM
40
AGF Management
Ontario, Canada
$119M +$105M +223,115 +16,262%
Squarepoint
41
Squarepoint
New York
$102M +$35.4M +75,604 +65%
FCM
42
Frontier Capital Management
Massachusetts
$102M -$2.38M -5,083 -3%
EAM
43
Eventide Asset Management
Massachusetts
$94.9M +$13.1K +28 +0%
First Trust Advisors
44
First Trust Advisors
Illinois
$94.2M +$5.98M +12,751 +8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$90.2M -$6.37M -13,600 -7%
Charles Schwab
46
Charles Schwab
California
$88.6M +$2.77M +5,901 +4%
N
47
Nuveen
North Carolina
$87.1M +$7.27M +15,512 +10%
GKIM
48
GW&K Investment Management
Massachusetts
$87M -$21.3M -45,480 -22%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$82.9M -$1.36M -2,902 -2%
Wells Fargo
50
Wells Fargo
California
$82.4M +$3.49M +7,437 +5%
1
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3 4 5

HUBS Hedge Fund Activity: Q2 2023 in Review

681 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2023, worth a combined $23.4B — up 21% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HUBS positions and 52 closed out — a net gain of 48 holders — while 230 added to existing stakes and 244 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $340M. The largest seller was Bank of America, cutting an estimated $236M.

  • 681 institutional investors held HubSpot (HUBS) as of Q2 2023, up from 636 in Q1 2023.
  • Funds reported $23.4B of HubSpot stock for Q2 2023, up 21% quarter-over-quarter.
  • 100 funds opened new HubSpot positions in Q2 2023 and 52 closed out, a net change of +48 holders.
  • The largest HubSpot buyer in Q2 2023 was Wellington Management Group, an estimated $340M added.
  • The largest HubSpot seller in Q2 2023 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2023.