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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
AA
551
Ancora Advisors
Ohio
$99.2K
HIA
552
Harbor Investment Advisory
Maryland
$98.4K
SIC
553
Salem Investment Counselors
North Carolina
$98K
OA
554
Operose Advisors
Wisconsin
$97K +$103K +197 New
ACM
555
Adalta Capital Management
New York
$84K
PWA
556
Provenance Wealth Advisors
Florida
$80.3K +$85.2K +163 New
BTI
557
Blue Trust Inc
Georgia
$80K +$55.9K +107 +243%
ATC
558
Adirondack Trust Company
New York
$78.8K
KI
559
Kapitalo Investimentos
Brazil
$78.3K -$65.8K -126 -44%
IFAM
560
Institutional & Family Asset Management
Colorado
$76.8K
FFA
561
Farther Finance Advisors
California
$73.9K +$13.6K +26 +21%
CT
562
Cambridge Trust
Massachusetts
$73.9K +$9.4K +18 +14%
LFA
563
Level Financial Advisors
New York
$73.9K +$13.1K +25 +20%
KFS
564
Kelly Financial Services
Massachusetts
$70.4K -$3.66K -7 -5%
CI Investments Inc
565
CI Investments Inc
Ontario, Canada
$68K +$3.66K +7 +5%
QCG
566
Quadrant Capital Group
Ohio
$61.1K
PP
567
PFS Partners
New Jersey
$60.1K
WTC
568
WhitTier Trust Company
Nevada
$57.1K +$20.4K +39 +51%
KFP
569
KB Financial Partners
New Jersey
$57K
UB
570
UMB Bank
Missouri
$56.1K
AF
571
Allworth Financial
California
$55.7K +$12K +23 +26%
GC
572
Globeflex Capital
California
$54.2K
GRP
573
Global Retirement Partners
California
$52.5K +$5.75K +11 +11%
TWC
574
TD Waterhouse Canada
Ontario, Canada
$51.6K +$8.88K +17 +22%
CMBA
575
C.M. Bidwell & Associates
Hawaii
$51.2K

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.