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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
CFGS
601
Concourse Financial Group Securities
Alabama
$77.1K +$7.21K +12 +11%
GI
602
GAMMA Investing
California
$75.2K +$9.01K +15 +14%
AF
603
Allworth Financial
California
$70.8K +$13.8K +23 +26%
UB
604
UMB Bank
Missouri
$69.5K
GC
605
Globeflex Capital
California
$68.9K
PS
606
Principal Securities
Iowa
$65.2K +$10.8K +18 +21%
TWC
607
TD Waterhouse Canada
Ontario, Canada
$63.7K +$7.21K +12 +15%
CFO
608
CVA Family Office
Colorado
$63.3K +$601 +1 +1%
AA
609
Alta Advisers
United Kingdom
$62.7K
LS
610
Livforsakringsbolaget Skandia
Sweden
$62.6K
VNA
611
Valley National Advisers
Pennsylvania
$60K +$8.41K +14 +17%
MCM
612
Manchester Capital Management
Vermont
$52.6K +$601 +1 +1%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$50.1K
PCMC
614
Planning Capital Management Corporation
Pennsylvania
$48.2K
SWS
615
SYSTM Wealth Solutions
Illinois
$48.2K +$16.2K +27 +54%
WTC
616
WhitTier Trust Company
Nevada
$48.2K
CAM
617
Close Asset Management
United Kingdom
$46K
SSB
618
Sandy Spring Bank
Maryland
$43.9K
PFBT
619
Parkside Financial Bank & Trust
Missouri
$41.4K +$30.6K +51 +340%
GAAM
620
Guinness Atkinson Asset Management
California
$41.4K -$18K -30 -31%
PP
621
PFS Partners
New Jersey
$38.2K -$36.7K -61 -50%
AA
622
AlphaCentric Advisors
Puerto Rico
$37.6K -$4.81K -8 -12%
WTA
623
Washington Trust Advisors
Massachusetts
$37K
WT
624
Whittier Trust
California
$37K -$27.6K -46 -44%
CIAS
625
CBIZ Investment Advisory Services
Ohio
$35.7K +$34.3K +57 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.