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HubSpot

575 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 217 increasing their positions, 193 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 193

10% more capital invested

Capital invested by funds: $12B → $13.1B (+$1.15B)

1% more funds holding

Funds holding: 567575 (+8)

0.36% more ownership

Funds ownership: 93%93.37% (+0.36%)

27% less call options, than puts

Call options by funds: $262M | Put options by funds: $358M

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
9.24%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
217
Reduced
193
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
476
TD Waterhouse Canada
Ontario, Canada
$18.3K +$1.13K +4 +7%
ITFISA
477
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.3K
CWC
478
Carolinas Wealth Consulting
North Carolina
$15K
AWM
479
Accurate Wealth Management
Florida
$15K +$14.7K +52 New
KTC
480
Kistler-Tiffany Companies
Pennsylvania
$14.7K +$11.9K +42 +467%
TFS
481
TrustCore Financial Services
Tennessee
$14.2K -$13.9K -49 -50%
C
482
Covestor
United Kingdom
$14K -$283 -1 -2%
GAG
483
Goodman Advisory Group
Massachusetts
$14K
LFA
484
Level Financial Advisors
New York
$14K +$14.2K +50 New
LF
485
Lee Financial
Texas
$13.9K +$2.83K +10 +26%
BIA
486
Bell Investment Advisors
California
$12.7K +$3.69K +13 +42%
RTC
487
Riverview Trust Company
Washington
$12K -$2.55K -9 -17%
CAM
488
Close Asset Management
United Kingdom
$12K
MA
489
MCF Advisors
Kentucky
$11.6K
Lazard Asset Management
490
Lazard Asset Management
New York
$11K -$38.3K -135 -77%
ST
491
Smithfield Trust
Pennsylvania
$11K
TWA
492
TCI Wealth Advisors
Arizona
$11K +$4.54K +16 +73%
FRA
493
Front Row Advisors
California
$10K +$1.7K +6 +22%
EARNEST Partners
494
EARNEST Partners
Georgia
$9.25K
AF
495
Advisornet Financial
Minnesota
$9.25K +$7.37K +26 +433%
AIP
496
Ameritas Investment Partners
Nebraska
$8.67K
NFSG
497
Newbridge Financial Services Group
Florida
$8.67K
PAI
498
Pittenger & Anderson Inc
Nebraska
$8.67K
CWP
499
Concord Wealth Partners
Virginia
$8.67K +$8.5K +30 New
CA
500
Crewe Advisors
Utah
$8.38K -$1.13K -4 -12%

HUBS Hedge Fund Activity: Q4 2022 in Review

575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2022, worth a combined $13.1B — up 9.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new HUBS positions and 66 closed out — a net gain of 16 holders — while 217 added to existing stakes and 193 trimmed.

The largest buyer was BlackRock, adding an estimated $129M. The largest seller was T. Rowe Price Associates, cutting an estimated $191M.

  • 575 institutional investors held HubSpot (HUBS) as of Q4 2022, up from 567 in Q3 2022.
  • Funds reported $13.1B of HubSpot stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q4 2022 and 66 closed out, a net change of +16 holders.
  • The largest HubSpot buyer in Q4 2022 was BlackRock, an estimated $129M added.
  • The largest HubSpot seller in Q4 2022 was T. Rowe Price Associates, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.