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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
FAFN
501
First Affirmative Financial Network
Colorado
$276K +$229K +475 New
AI
502
Accredited Investors
Minnesota
$275K
GSIS
503
Global Strategic Investment Solutions
Arizona
$273K -$2.41K -5 -1%
PFG
504
Prosperity Financial Group
California
$269K +$8.18K +17 +4%
SFG
505
Synergy Financial Group
California
$267K -$11.1K -23 -5%
CFP
506
Catalyst Financial Partners
Massachusetts
$267K -$9.14K -19 -4%
WJWM
507
Williams Jones Wealth Management
New York
$264K
MAS
508
Meeder Advisory Services
Ohio
$261K -$20.7K -43 -9%
EWA
509
EverSource Wealth Advisors
Alabama
$257K +$962 +2 +0.5%
CMI
510
Clare Market Investments
Texas
$255K
C
511
Covestor
United Kingdom
$255K +$197K +409 +1,410%
MLM
512
Mount Lucas Management
Pennsylvania
$254K +$210K +437 New
CCM
513
Coldstream Capital Management
Washington
$250K +$207K +431 New
BP
514
Ballentine Partners
Massachusetts
$248K -$37K -77 -15%
FFA
515
Founders Financial Alliance
North Carolina
$247K -$79.9K -166 -28%
Baird Financial Group
516
Baird Financial Group
Wisconsin
$247K -$41.4K -86 -17%
OR
517
Olympiad Research
Connecticut
$245K -$59.7K -124 -23%
AC
518
Avestar Capital
New York
$243K -$17.3K -36 -8%
CC
519
Cipher Capital
New York
$237K -$4.81K -10 -2%
CAM
520
Claret Asset Management
Quebec, Canada
$235K +$195K +405 New
CIAS
521
Capital Investment Advisory Services
North Carolina
$233K -$5.77K -12 -3%
BWCS
522
Beirne Wealth Consulting Services
Connecticut
$233K +$193K +401 New
FAM
523
Flaharty Asset Management
Florida
$232K
UM
524
UniSuper Management
Australia
$232K
CG
525
Caprock Group
Idaho
$226K +$187K +389 New

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.