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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
SPFA
651
Summit Place Financial Advisors
New Jersey
– -$914K -3,160 Closed
GTCM
652
Gyon Technologies Capital Management
New Jersey
– -$891K -3,082 Closed
CCM
653
Chimera Capital Management
New York
– -$884K -3,059 Closed
CM
654
Crestline Management
Texas
– -$768K -2,657 Closed
LCM
655
Landscape Capital Management
New Jersey
– -$756K -2,614 Closed
AAP
656
Ardsley Advisory Partners
Connecticut
– -$752K -2,600 Closed
YIH
657
Y-Intercept (HK)
Hong Kong
– -$731K -2,529 Closed
AC
658
Allstate Corporation
Illinois
– -$675K -2,333 Closed
PAS
659
Park Avenue Securities
New York
– -$612K -2,115 Closed
HF
660
HRT Financial
New York
– -$563K -1,542 Closed
ProShare Advisors
661
ProShare Advisors
Maryland
– -$420K -1,453 Closed
WS
662
Wedbush Securities
California
– -$336K -1,163 Closed
XT
663
XTX Topco
Cayman Islands
– -$309K -1,069 Closed
TCM
664
Teza Capital Management
Illinois
– -$272K -941 Closed
SCA
665
STALEY CAPITAL ADVISERS
Pennsylvania
– -$260K -900 Closed
MFAM
666
Motley Fool Asset Management
Virginia
– -$250K -866 Closed
PTC
667
Petrus Trust Company
Texas
– -$221K -764 Closed
DWP
668
Destiny Wealth Partners
Florida
– -$91.4K -316 Closed
FGAM
669
Financial Gravity Asset Management
Texas
– -$62 -289 Closed
HT
670
Headlands Technologies
Illinois
– -$79K -272 Closed
SL
671
Sonnipe Ltd
Isle Of Man
– -$40.8K -141 Closed
Baillie Gifford & Co
672
Baillie Gifford & Co
United Kingdom
– -$36.4K -126 Closed
CS
673
Comerica Securities
Michigan
– -$30.6K -106 Closed
ITFISA
674
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$17.3K -60 Closed
AWM
675
Accurate Wealth Management
Florida
– -$15K -52 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.