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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
576
Ancora Advisors
Ohio
$126K
NC
577
nVerses Capital
Florida
$125K +$120K +200 New
MG
578
Mather Group
Illinois
$125K +$129K +215 New
AIM
579
Acropolis Investment Management
Missouri
$125K
FAM
580
Formidable Asset Management
Ohio
$122K +$117K +194 New
SIC
581
Salem Investment Counselors
North Carolina
$118K -$6.01K -10 -5%
National Bank of Canada
582
National Bank of Canada
Quebec, Canada
$116K -$257K -427 -69%
TC
583
Truvestments Capital
Florida
$108K -$10.2K -17 -9%
AGWCA
584
Annis Gardner Whiting Capital Advisors
Florida
$107K +$18K +30 +21%
RAM
585
Ramirez Asset Management
New York
$103K +$99.2K +165 New
HIA
586
Harbor Investment Advisory
Maryland
$101K -$601 -1 -0%
C
587
Covestor
United Kingdom
$101K -$166K -276 -63%
ATC
588
Adirondack Trust Company
New York
$100K
CI Investments Inc
589
CI Investments Inc
Ontario, Canada
$98K +$14.4K +24 +18%
EDRH
590
Edmond de Rothschild Holding
Switzerland
$96.5K -$44.5K -74 -32%
KFS
591
Kelly Financial Services
Massachusetts
$96.5K -$601 -1 -0.6%
CT
592
Cambridge Trust
Massachusetts
$94K
IFAM
593
Institutional & Family Asset Management
Colorado
$92.7K -$6.01K -10 -6%
TRCT
594
Tower Research Capital (TRC)
New York
$89.6K -$427K -710 -83%
QCG
595
Quadrant Capital Group
Ohio
$87.1K +$1.8K +3 +2%
LC
596
Lindbrook Capital
California
$86.5K +$12.6K +21 +18%
HCM
597
Hollencrest Capital Management
California
$83.3K +$79.9K +133 New
FWM
598
Focused Wealth Management
New York
$81.5K +$78.1K +130 New
HBW
599
Hazlett, Burt & Watson
West Virginia
$80K +$21K +35 +38%
GWP
600
Gen-Wealth Partners
Michigan
$79.6K +$76.3K +127 New

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.