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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
BFEC
551
Benjamin F. Edwards & Company
Missouri
$1K -$14.2K -50 -91%
VNA
552
Valley National Advisers
Pennsylvania
$1K -$1.7K -6 -50%
CA
553
Centerpoint Advisors
Massachusetts
$1K +$567 +2 New
VF
554
VitalStone Financial
Texas
$1K +$567 +2 New
JWA
555
JFS Wealth Advisors
Pennsylvania
$867 -$2.83K -10 -77%
FCA
556
FinTrust Capital Advisors
South Carolina
$867
MIM
557
Macroview Investment Management
Maryland
$867
SOW
558
State of Wyoming
Wyoming
$867
CA
559
CoreCap Advisors
Michigan
$867 +$850 +3 New
IGWM
560
ICA Group Wealth Management
Colorado
$867 +$850 +3 New
LFG
561
Larson Financial Group
Missouri
$867 +$850 +3 New
PI
562
PEAK6 Investments
Illinois
$747
JWM
563
Janiczek Wealth Management
Colorado
$614 -$1.13K -4 -67%
TFP
564
Tilia Fiduciary Partners
North Carolina
$578
KFI
565
Key Financial Inc
Pennsylvania
$540
FWM
566
Focused Wealth Management
New York
$289 -$850 -3 -75%
BA
567
Bellwether Advisors
Nebraska
$289
IAS
568
IMA Advisory Services
Colorado
$289
DI
569
Disciplined Investments
Oklahoma
$289 +$283 +1 New
GI
570
Gradient Investments
Minnesota
$289 +$283 +1 New
FGAM
571
Financial Gravity Asset Management
Texas
$62 +$81.9K +289 New
CMP
572
Coston McIsaac & Partners
Maine
$4
Point72 Asset Management
573
Point72 Asset Management
Connecticut
-$14.3M -53,008 Closed
Walleye Trading
574
Walleye Trading
New York
-$13.5M -47,607 Closed
PI
575
Putnam Investments
Massachusetts
-$7.06M -26,138 Closed

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.