We are live on ! Find out more
HUBS icon

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
QL
601
Quarry LP
New York
$18.7K -$5.22K -10 -21%
EARNEST Partners
602
EARNEST Partners
Georgia
$15.8K
CWC
603
Carolinas Wealth Consulting
North Carolina
$15.3K
CT
604
Colonial Trust
South Carolina
$14.9K
AIP
605
Ameritas Investment Partners
Nebraska
$14.8K
CWP
606
Concord Wealth Partners
Virginia
$14.8K
NFSG
607
Newbridge Financial Services Group
Florida
$14.8K
C
608
Covestor
United Kingdom
$14K -$5.22K -10 -26%
HFS
609
Hantz Financial Services
Michigan
$14K
PTC
610
Private Trust Company
Ohio
$13.3K
GBT
611
Grove Bank & Trust
Florida
$13.3K +$5.22K +10 +59%
TVWM
612
Tower View Wealth Management
Wisconsin
$13K
Optiver Holding
613
Optiver Holding
Netherlands
$12.8K +$13.6K +26 New
AF
614
Advisornet Financial
Minnesota
$12.3K -$1.57K -3 -11%
EWM
615
Evermay Wealth Management
Virginia
$12.3K
GWSA
616
Global Wealth Strategies & Associates
Colorado
$12.3K
ZB
617
Zions Bancorporation
Utah
$12.3K
VCM
618
Versant Capital Management
Arizona
$11.3K
BG
619
Bollard Group
Massachusetts
$11K
SA
620
SRH Advisors
Kansas
$10.3K
CB
621
CNB Bank
Pennsylvania
$10.3K +$11K +21 New
JMF
622
Johnson Midwest Financial
Iowa
$9.85K
CPG
623
Cornerstone Planning Group
New Jersey
$8.37K +$1.04K +2 +13%
MIM
624
Macroview Investment Management
Maryland
$8.37K +$2.09K +4 +31%
CAL
625
Capital Advisors Ltd
Ohio
$8K

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.