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HubSpot

706 hedge funds and large institutions have $26.4B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 224 increasing their positions, 252 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 81

19% more capital invested

Capital invested by funds: $22.2B → $26.4B (+$4.24B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 678706 (+28)

0.63% more ownership

Funds ownership: 89.95%90.57% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 252

18% less call options, than puts

Call options by funds: $553M | Put options by funds: $676M

Holders
706
Holders Change
+28
Holders Change %
+4.13%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
119
Increased
224
Reduced
252
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
B
626
Birchbrook
Maine
$20.3K +$16.8K +35 New
RIM
627
Rakuten Investment Management
Japan
$20K +$16.4K +34 New
CPG
628
Cornerstone Planning Group
New Jersey
$18.6K +$7.22K +15 +88%
AF
629
Advisornet Financial
Minnesota
$18K +$2.89K +6 +24%
AIP
630
Ameritas Investment Partners
Nebraska
$17.4K
CWP
631
Concord Wealth Partners
Virginia
$17.4K
NFSG
632
Newbridge Financial Services Group
Florida
$17.4K
HFS
633
Hantz Financial Services
Michigan
$16K
TVWM
634
Tower View Wealth Management
Wisconsin
$16K
CT
635
Colonial Trust
South Carolina
$15.9K
GBT
636
Grove Bank & Trust
Florida
$15.7K
PTC
637
Private Trust Company
Ohio
$15.7K
EWM
638
Evermay Wealth Management
Virginia
$14.5K
GWSA
639
Global Wealth Strategies & Associates
Colorado
$14.5K
ZB
640
Zions Bancorporation
Utah
$14.5K
CAS
641
Coppell Advisory Solutions
Texas
$13.9K +$8.18K +17 +243%
VCM
642
Versant Capital Management
Arizona
$13.4K
BG
643
Bollard Group
Massachusetts
$13K
CB
644
CNB Bank
Pennsylvania
$12.2K
SA
645
SRH Advisors
Kansas
$12.2K
PMFA
646
Plante Moran Financial Advisors
Michigan
$10.4K +$8.66K +18 New
BF
647
BOK Financial
Oklahoma
$10.4K
TCWA
648
Turtle Creek Wealth Advisors
Texas
$9.87K +$8.18K +17 New
FFO
649
Fortitude Family Office
Arizona
$9.29K +$7.7K +16 New
CAL
650
Capital Advisors Ltd
Ohio
$9K

HUBS Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2023, worth a combined $26.4B — up 19% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new HUBS positions and 81 closed out — a net gain of 38 holders — while 224 added to existing stakes and 252 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $302M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 706 institutional investors held HubSpot (HUBS) as of Q4 2023, up from 678 in Q3 2023.
  • Funds reported $26.4B of HubSpot stock for Q4 2023, up 19% quarter-over-quarter.
  • 119 funds opened new HubSpot positions in Q4 2023 and 81 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q4 2023 was Wellington Management Group, an estimated $302M added.
  • The largest HubSpot seller in Q4 2023 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.