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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
Amundi
26
Amundi
France
$226M +$60.5M +125,848 +46%
American Century Companies
27
American Century Companies
Missouri
$211M -$28M -58,186 -14%
CCM
28
Cadian Capital Management
New York
$200M +$3.34M +6,940 +2%
AM
29
AGF Management
Ontario, Canada
$199M -$263K -546 -0.2%
Northern Trust
30
Northern Trust
Illinois
$182M -$9.52M -19,787 -6%
Bank of America
31
Bank of America
North Carolina
$180M +$2.02M +4,206 +1%
Citadel Advisors
32
Citadel Advisors
Florida
$178M +$145M +300,751 +5,406%
N
33
Nuveen
North Carolina
$175M +$64.9M +134,881 +81%
Legal & General Group
34
Legal & General Group
United Kingdom
$169M -$11.1M -23,027 -7%
PI
35
Putnam Investments
Massachusetts
$165M +$20.1M +41,744 +17%
Ameriprise
36
Ameriprise
Minnesota
$162M +$17.8M +36,907 +15%
Holocene Advisors
37
Holocene Advisors
New York
$156M +$130M +269,503 New
Macquarie Group
38
Macquarie Group
Australia
$151M -$2.69M -5,588 -2%
GGHC
39
Gilder Gagnon Howe & Co
New York
$139M -$1.84M -3,823 -2%
PCH
40
Polar Capital Holdings
United Kingdom
$124M -$44.8M -93,061 -30%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$115M +$95.3M +198,062 New
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$111M -$732K -1,522 -0.8%
AllianceBernstein
43
AllianceBernstein
Tennessee
$108M -$21.4M -44,574 -19%
Squarepoint
44
Squarepoint
New York
$104M -$20.5M -42,641 -19%
Charles Schwab
45
Charles Schwab
California
$101M +$3.16M +6,574 +4%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$101M -$118M -245,040 -58%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$98.3M +$24.7M +51,400 +44%
First Trust Advisors
48
First Trust Advisors
Illinois
$97.6M -$3M -6,229 -4%
Lord, Abbett & Co
49
Lord, Abbett & Co
New Jersey
$97.6M -$73.7M -153,186 -48%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$93.7M +$852K +1,770 +1%

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.