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HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
626
Tilia Fiduciary Partners
North Carolina
$858 – – –
ME
627
McIlrath & Eck
Washington
$858 +$730 +2 New
JWM
628
Janiczek Wealth Management
Colorado
$833 – – –
2L
629
25 LLC
Missouri
$445 +$365 +1 New
BWM
630
BerganKDV Wealth Management
Minnesota
$429 -$6.93K -19 -95%
DI
631
Disciplined Investments
Oklahoma
$429 – – –
IAS
632
IMA Advisory Services
Colorado
$429 – – –
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$429 – – –
SC
634
Schubert & Co
Texas
$429 +$365 +1 New
BA
635
Bellwether Advisors
Nebraska
$428 – – –
AM
636
Atreides Management
Massachusetts
– -$77M -266,315 Closed
Alyeska Investment Group
637
Alyeska Investment Group
Illinois
– -$69.8M -241,465 Closed
Voloridge Investment Management
638
Voloridge Investment Management
Florida
– -$46.8M -161,860 Closed
CRCM
639
Cat Rock Capital Management
Connecticut
– -$40.8M -141,282 Closed
PEP
640
Providence Equity Partners
Rhode Island
– -$15.6M -54,108 Closed
Qube Research & Technologies (QRT)
641
Qube Research & Technologies (QRT)
United Kingdom
– -$6.97M -24,120 Closed
MCM
642
Moore Capital Management
New York
– -$6.51M -22,500 Closed
QIM
643
Quest Investment Management
Oregon
– -$4.36M -15,080 Closed
SC
644
Styrax Capital
New York
– -$3.48M -12,031 Closed
3CP
645
3G Capital Partners
New York
– -$3.47M -12,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
646
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.51M -5,221 Closed
DTL
647
Dynamic Technology Lab
Singapore
– -$1.28M -4,429 Closed
DA
648
Duality Advisers
Florida
– -$1.13M -3,892 Closed
VCM
649
Vetamer Capital Management
California
– -$1.1M -3,794 Closed
KIA
650
Kraematon Investment Advisors
Massachusetts
– -$978K -3,382 Closed
24 25
26
27 28

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.