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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
VOYA Investment Management
26
VOYA Investment Management
Georgia
$181M -$58.4M -111,786 -23%
AM
27
AGF Management
Ontario, Canada
$169M +$62.5M +119,667 +53%
CCM
28
Cadian Capital Management
New York
$166M +$34.9M +66,867 +25%
Northern Trust
29
Northern Trust
Illinois
$164M +$8.04M +15,396 +5%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$158M +$2.38M +4,555 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$154M +$2.02M +3,866 +1%
PCH
32
Polar Capital Holdings
United Kingdom
$151M -$16M -30,570 -9%
Bank of America
33
Bank of America
North Carolina
$150M +$5.04M +9,643 +3%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$144M +$21.6M +41,400 +17%
Macquarie Group
35
Macquarie Group
Australia
$131M +$59.6K +114 +0%
Tiger Global Management
36
Tiger Global Management
New York
$128M +$94.7M +181,200 +229%
Amundi
37
Amundi
France
$125M +$2.19M +4,188 +2%
GGHC
38
Gilder Gagnon Howe & Co
New York
$119M -$1.41M -2,699 -1%
PI
39
Putnam Investments
Massachusetts
$119M +$123M +236,056 +3,728%
Ameriprise
40
Ameriprise
Minnesota
$119M +$7.1M +13,597 +6%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$119M +$107M +204,241 +553%
AllianceBernstein
42
AllianceBernstein
Tennessee
$114M -$13.4M -25,661 -10%
Squarepoint
43
Squarepoint
New York
$109M +$15.2M +29,120 +15%
Westfield Capital Management
44
Westfield Capital Management
Massachusetts
$95.3M -$65.5M -125,406 -39%
Renaissance Technologies
45
Renaissance Technologies
New York
$89.7M -$41.3M -79,125 -30%
First Trust Advisors
46
First Trust Advisors
Illinois
$85.9M -$1.4M -2,672 -2%
Wells Fargo
47
Wells Fargo
California
$84.9M +$9.14M +17,504 +11%
Charles Schwab
48
Charles Schwab
California
$82.8M +$781K +1,495 +0.9%
N
49
Nuveen
North Carolina
$82.2M +$1.66M +3,181 +2%
FCM
50
Frontier Capital Management
Massachusetts
$81.2M -$13.7M -26,133 -14%

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.