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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
IFAM
576
Institutional & Family Asset Management
Colorado
$91.7K +$962 +2 +1%
KFS
577
Kelly Financial Services
Massachusetts
$90K +$5.77K +12 +8%
HT
578
Headlands Technologies
Illinois
$90K +$74.6K +155 New
CT
579
Cambridge Trust
Massachusetts
$87.1K
LFA
580
Level Financial Advisors
New York
$87.1K
GKIM
581
GW&K Investment Management
Massachusetts
$87K -$52.4K -109 -42%
AGWCA
582
Annis Gardner Whiting Capital Advisors
Florida
$81.3K +$67.4K +140 New
QCG
583
Quadrant Capital Group
Ohio
$79K +$5.77K +12 +10%
CI Investments Inc
584
CI Investments Inc
Ontario, Canada
$77K -$2.89K -6 -4%
PP
585
PFS Partners
New Jersey
$70.8K
LC
586
Lindbrook Capital
California
$67.9K +$10.1K +21 +22%
UB
587
UMB Bank
Missouri
$64.4K -$1.44K -3 -3%
CFGS
588
Concourse Financial Group Securities
Alabama
$64.4K +$19.2K +40 +56%
GI
589
GAMMA Investing
California
$64.2K +$50.5K +105 New
GC
590
Globeflex Capital
California
$63.9K
WT
591
Whittier Trust
California
$61K +$49.6K +103 +5,150%
AA
592
Alta Advisers
United Kingdom
$58.1K
CFO
593
CVA Family Office
Colorado
$58.1K +$48.1K +100 New
LS
594
Livforsakringsbolaget Skandia
Sweden
$58K
GAAM
595
Guinness Atkinson Asset Management
California
$55.7K
HBW
596
Hazlett, Burt & Watson
West Virginia
$55K +$10.1K +21 +29%
AF
597
Allworth Financial
California
$52.2K -$11.1K -23 -20%
PS
598
Principal Securities
Iowa
$49.9K +$41.4K +86 New
TWC
599
TD Waterhouse Canada
Ontario, Canada
$48.8K -$5.29K -11 -12%
MCM
600
Manchester Capital Management
Vermont
$48.2K +$962 +2 +2%

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.