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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
CIAS
526
Capital Investment Advisory Services
North Carolina
$204K
VSQM
527
V-Square Quantitative Management
Illinois
$204K +$17.2K +33 +9%
FAM
528
Flaharty Asset Management
Florida
$197K
UM
529
UniSuper Management
Australia
$197K +$52.2K +100 +33%
HNB
530
Huntington National Bank
Ohio
$185K -$522 -1 -0.3%
WWM
531
Wolff Wiese Magana
California
$181K -$8.36K -16 -4%
APW
532
Acima Private Wealth
Virginia
$180K
EDRH
533
Edmond de Rothschild Holding
Switzerland
$179K -$25.1K -48 -12%
TFM
534
TFC Financial Management
Massachusetts
$178K -$38.1K -73 -17%
HFM
535
Harvest Fund Management
China
$178K -$473K -905 -71%
DGAM
536
Desjardins Global Asset Management
Quebec, Canada
$177K -$397K -759 -68%
HI
537
Horizon Investments
North Carolina
$167K +$13.6K +26 +8%
CA
538
Clearstead Advisors
Ohio
$156K +$9.93K +19 +6%
TC
539
Truvestments Capital
Florida
$144K -$25.1K -48 -14%
Loomis, Sayles & Company
540
Loomis, Sayles & Company
Massachusetts
$137K +$132K +252 +933%
NIMI
541
Natixis Investment Managers International
France
$136K -$45.5K -87 -24%
HWA
542
HHM Wealth Advisors
Tennessee
$130K
GKIM
543
GW&K Investment Management
Massachusetts
$126K -$85.3M -163,343 -100%
PCM
544
Penserra Capital Management
California
$121K -$503K -962 -80%
NS
545
NBC Securities
Alabama
$118K +$126K +241 New
CSPIA
546
Cary Street Partners Investment Advisory
Virginia
$115K +$2.61K +5 +2%
SS
547
Sunbelt Securities
Texas
$113K +$1.57K +3 +1%
QC
548
Quent Capital
New York
$110K
SAM
549
Sycomore Asset Management
France
$101K -$20.9K -40 -16%
CFG
550
CKW Financial Group
Hawaii
$100K

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.