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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
NIMI
551
Natixis Investment Managers International
France
$193K +$27.4K +57 +21%
Bessemer Group
552
Bessemer Group
New Jersey
$174K -$181K -377 -56%
BWM
553
Baystate Wealth Management
Massachusetts
$168K +$139K +289 New
Loomis, Sayles & Company
554
Loomis, Sayles & Company
Massachusetts
$167K +$3.85K +8 +3%
HWA
555
HHM Wealth Advisors
Tennessee
$153K
FFA
556
Farther Finance Advisors
California
$138K +$41.9K +87 +58%
SS
557
Sunbelt Securities
Texas
$136K +$2.89K +6 +3%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$132K -$65.4K -136 -37%
QC
559
Quent Capital
New York
$131K +$962 +2 +0.9%
NS
560
NBC Securities
Alabama
$130K -$8.18K -17 -7%
CA
561
Clearstead Advisors
Ohio
$124K -$49.6K -103 -33%
NC
562
NewSquare Capital
Pennsylvania
$122K -$3.3M -6,865 -97%
CFG
563
CKW Financial Group
Hawaii
$118K
AA
564
Ancora Advisors
Ohio
$117K
SIC
565
Salem Investment Counselors
North Carolina
$116K
AIM
566
Acropolis Investment Management
Missouri
$116K +$95.7K +199 New
DGAM
567
Desjardins Global Asset Management
Quebec, Canada
$113K -$79.9K -166 -46%
TC
568
Truvestments Capital
Florida
$110K -$49.6K -103 -35%
BTI
569
Blue Trust Inc
Georgia
$109K +$33.7K +70 +46%
BFEC
570
Benjamin F. Edwards & Company
Missouri
$109K +$90.4K +188 New
PWA
571
Provenance Wealth Advisors
Florida
$104K +$8.18K +17 +10%
HIA
572
Harbor Investment Advisory
Maryland
$101K +$962 +2 +0%
ATC
573
Adirondack Trust Company
New York
$99K
ACM
574
Adalta Capital Management
New York
$98.7K
PIM
575
Plato Investment Management
Australia
$98.1K +$81.3K +169 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.