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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
CFB
576
Cullen/Frost Bankers
Texas
$51.2K
LS
577
Livforsakringsbolaget Skandia
Sweden
$49.3K
AA
578
Alta Advisers
United Kingdom
$49.3K +$52.2K +100 New
GAAM
579
Guinness Atkinson Asset Management
California
$47.3K -$16.7K -32 -25%
LC
580
Lindbrook Capital
California
$47.3K +$6.79K +13 +16%
MCM
581
Manchester Capital Management
Vermont
$39.9K
BCWM
582
Bartlett & Co Wealth Management
Ohio
$39.4K
BC
583
Bartlett & Co
Ohio
$39K
HBW
584
Hazlett, Burt & Watson
West Virginia
$35K
CFGS
585
Concourse Financial Group Securities
Alabama
$35K +$35K +67 +1,675%
SSB
586
Sandy Spring Bank
Maryland
$34.5K
VNA
587
Valley National Advisers
Pennsylvania
$34K +$1.04K +2 +3%
ST
588
Smithfield Trust
Pennsylvania
$32K +$3.66K +7 +11%
WTA
589
Washington Trust Advisors
Massachusetts
$29.1K
PFBT
590
Parkside Financial Bank & Trust
Missouri
$28.1K +$1.04K +2 +4%
RFA
591
Resurgent Financial Advisors
Georgia
$27.1K -$522 -1 -2%
HPC
592
HM Payson & Co
Maine
$24.6K
OIAM
593
OFI Invest Asset Management
France
$24.2K +$27.2K +52 New
GAG
594
Goodman Advisory Group
Massachusetts
$24.1K
PPC
595
Park Place Capital
Alabama
$23.6K
BIA
596
Bell Investment Advisors
California
$22.2K +$1.04K +2 +5%
RTC
597
Riverview Trust Company
Washington
$21.2K
CAM
598
Close Asset Management
United Kingdom
$21K
AS
599
Altshuler Shaham
Israel
$20.7K -$6.79K -13 -24%
MA
600
MCF Advisors
Kentucky
$19.7K

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.