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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
Morgan Stanley
26
Morgan Stanley
New York
$241M -$136M -226,306 -37%
American Century Companies
27
American Century Companies
Missouri
$238M +$9.66M +16,075 +4%
WRCM
28
Whale Rock Capital Management
Massachusetts
$223M -$38.1M -63,348 -15%
Bank of America
29
Bank of America
North Carolina
$199M +$4.87M +8,108 +3%
Amundi
30
Amundi
France
$198M -$57.3M -95,329 -24%
Northern Trust
31
Northern Trust
Illinois
$193M -$2.74M -4,566 -1%
Legal & General Group
32
Legal & General Group
United Kingdom
$185M +$2.71M +4,504 +2%
Ameriprise
33
Ameriprise
Minnesota
$164M -$9.68M -16,106 -6%
Macquarie Group
34
Macquarie Group
Australia
$158M -$5.57M -9,264 -4%
GGHC
35
Gilder Gagnon Howe & Co
New York
$148M -$1.18M -1,969 -0.8%
N
36
Nuveen
North Carolina
$148M -$39.5M -65,768 -22%
Holocene Advisors
37
Holocene Advisors
New York
$144M -$24.1M -40,079 -15%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$133M +$8.51M +14,161 +7%
CCM
39
Cadian Capital Management
New York
$131M -$81.1M -134,950 -39%
AllianceBernstein
40
AllianceBernstein
Tennessee
$128M +$11M +18,324 +10%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$122M +$1.46M +2,427 +1%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$118M +$12.5M +20,823 +12%
Charles Schwab
43
Charles Schwab
California
$113M +$3.44M +5,728 +3%
Wells Fargo
44
Wells Fargo
California
$112M +$11.6M +19,359 +12%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$103M +$1.82M +3,033 +2%
First Trust Advisors
46
First Trust Advisors
Illinois
$96.1M -$8.89M -14,794 -9%
Renaissance Technologies
47
Renaissance Technologies
New York
$95.4M +$2.28M +3,800 +3%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$93M +$29.2M +48,551 +49%
Swiss National Bank
49
Swiss National Bank
Switzerland
$89.7M -$3.19M -5,300 -4%
EAM
50
Eventide Asset Management
Massachusetts
$88.7M +$212K +352 +0.2%

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.