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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
PFWA
501
Paces Ferry Wealth Advisors
Georgia
$251K -$6.79K -13 -2%
BAM
502
Berkshire Asset Management
Pennsylvania
$249K -$23.5K -45 -8%
BP
503
Ballentine Partners
Massachusetts
$248K -$2.61K -5 -1%
GWSG
504
GPS Wealth Strategies Group
Colorado
$245K +$30.8K +59 +13%
CI
505
Cigna Investments
Connecticut
$244K
MAS
506
Meeder Advisory Services
Ohio
$242K -$62.7K -120 -20%
RFC
507
Regions Financial Corp
Alabama
$242K -$315K -603 -55%
WAG
508
Winthrop Advisory Group
Massachusetts
$242K -$10.4K -20 -4%
AWM
509
Apollon Wealth Management
South Carolina
$240K +$255K +488 New
SFG
510
Synergy Financial Group
California
$238K
SWP
511
Stratos Wealth Partners
Ohio
$237K +$9.93K +19 +4%
CM
512
Capula Management
Cayman Islands
$236K +$251K +480 New
CFP
513
Catalyst Financial Partners
Massachusetts
$236K -$7.84K -15 -3%
GSIS
514
Global Strategic Investment Solutions
Arizona
$234K
AI
515
Accredited Investors
Minnesota
$233K +$2.61K +5 +1%
GT
516
Glenmede Trust
Pennsylvania
$231K +$245K +469 New
SFA
517
Sequoia Financial Advisors
Ohio
$228K +$2.61K +5 +1%
WJWM
518
Williams Jones Wealth Management
New York
$224K
AC
519
Avestar Capital
New York
$224K +$13.1K +25 +6%
PFG
520
Prosperity Financial Group
California
$220K +$13.1K +25 +6%
EWA
521
EverSource Wealth Advisors
Alabama
$217K -$3.13K -6 -1%
CMI
522
Clare Market Investments
Texas
$217K +$20.9K +40 +10%
ESCM
523
Echo Street Capital Management
New York
$217K +$230K +440 New
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
$209K -$6.79K -13 -3%
CC
525
Cipher Capital
New York
$206K -$1.41M -2,695 -87%

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.