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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
BF
626
BOK Financial
Oklahoma
$7.63K +$522 +1 +6%
CHA
627
Carmichael Hill & Associates
Maryland
$7.39K
CMP
628
Coston McIsaac & Partners
Maine
$7K
RDIA
629
RE Dickinson Investment Advisors
Iowa
$7K +$1.04K +2 +17%
AAP
630
Arax Advisory Partners
Colorado
$6.89K
AP
631
Arlington Partners
Alabama
$6.89K
VWM
632
Venturi Wealth Management
Texas
$6.89K +$522 +1 +8%
AT
633
Arlington Trust
Alabama
$6.89K +$7.31K +14 New
AWA
634
Authentikos Wealth Advisory
California
$6.89K +$7.31K +14 New
WBC
635
West Branch Capital
Massachusetts
$6.4K
JPWM
636
Jamison Private Wealth Management
Georgia
$6.4K +$6.79K +13 New
FRA
637
Front Row Advisors
California
$5.91K -$11K -21 -64%
CAC
638
Core Alternative Capital
Georgia
$5.91K
GWS
639
Glassman Wealth Services
Virginia
$5.91K +$522 +1 +9%
APC
640
Aspire Private Capital
North Carolina
$4.92K
CFD
641
Creative Financial Designs
Indiana
$4.92K
TFA
642
Toth Financial Advisory
Virginia
$4.92K
SOW
643
State of Wyoming
Wyoming
$4.92K +$2.61K +5 +100%
OAJ
644
Ogorek Anthony Joseph
New York
$4K
AWM
645
Abound Wealth Management
Tennessee
$3.94K
BWL
646
Bogart Wealth LLC
Virginia
$3.94K
MHR
647
Matthew Hamilton Rosenberg
$3.94K
JWA
648
JFS Wealth Advisors
Pennsylvania
$3.45K
SFG
649
Steward Financial Group
Texas
$3K +$4.18K +8 New
GCS
650
Gordian Capital (Singapore)
Singapore
$2.96K

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.