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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
ACA
526
Affinity Capital Advisors
California
$261K -$56.5K -94 -18%
RIM
527
Rakuten Investment Management
Japan
$259K +$228K +380 +1,118%
CIAS
528
Capital Investment Advisory Services
North Carolina
$258K +$6.01K +10 +2%
IAS
529
Insigneo Advisory Services
Florida
$258K +$247K +411 New
SS
530
Sunbelt Securities
Texas
$256K +$104K +173 +74%
DWA
531
Delap Wealth Advisory
Oregon
$253K +$243K +404 New
MLM
532
Mount Lucas Management
Pennsylvania
$252K -$21K -35 -8%
FAM
533
Flaharty Asset Management
Florida
$251K
ATFA
534
All Terrain Financial Advisors
Minnesota
$251K +$240K +400 New
Connor, Clark & Lunn Investment Management (CC&L)
535
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$251K +$240K +400 New
PCMH
536
Polymer Capital Management (HK)
Hong Kong
$251K +$240K +400 New
EWS
537
Eagle Wealth Strategies
New Jersey
$246K +$12.6K +21 +6%
IFG
538
Independent Financial Group
California
$243K +$25.8K +43 +12%
CAM
539
Claret Asset Management
Quebec, Canada
$241K -$12K -20 -5%
IWM
540
IHT Wealth Management
Illinois
$240K +$601 +1 +0.3%
BL
541
Balentine LLC
Georgia
$239K +$230K +382 New
BTI
542
Blue Trust Inc
Georgia
$236K +$93.8K +156 +71%
AWM
543
Apollon Wealth Management
South Carolina
$230K -$88.9K -148 -29%
APW
544
Acima Private Wealth
Virginia
$229K
TFM
545
TFC Financial Management
Massachusetts
$227K
FP
546
Foundry Partners
Minnesota
$226K
WA
547
Wealth Alliance
New York
$226K -$11.4K -19 -5%
OC
548
Oarsman Capital
Wisconsin
$225K
AAS
549
Avantax Advisory Services
Texas
$222K +$5.41K +9 +3%
PCM
550
Prelude Capital Management
New York
$221K -$523K -870 -71%

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.