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HubSpot
HUBS

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: 13 → 13 (0)

0% less funds holding

Funds holding: 681 → 678 (-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

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$364M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$135M
3
PI
Putnam Investments
Massachusetts
+$123M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$107M
5
Tiger Global Management
Tiger Global Management
New York
+$94.7M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$138M
2
GKIM
GW&K Investment Management
Massachusetts
-$85.3M
3
ACA
Abdiel Capital Advisors
New York
-$81.6M
4
Holocene Advisors
Holocene Advisors
New York
-$78.4M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$65.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HL
651
HeadInvest LLC
Maine
$2.48K +$2.61K +5 New
CFFP
652
Center for Financial Planning
Michigan
$2.46K – – –
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$2.46K – – –
SC
654
Stephens Consulting
Michigan
$2.46K – – –
SWA
655
Sutton Wealth Advisors
Florida
$2.46K – – –
LFG
656
Larson Financial Group
Missouri
$2.46K +$2.61K +5 New
CAS
657
Coppell Advisory Solutions
Texas
$2.02K -$13.1K -25 -78%
BCM
658
Blume Capital Management
California
$1.97K – – –
MA
659
Montag & Associates
Georgia
$1.97K – – –
NSG
660
Nalls Sherbakoff Group
Tennessee
$1.97K – – –
FCA
661
FinTrust Capital Advisors
South Carolina
$1.48K – – –
IPW
662
Impact Partnership Wealth
Georgia
$1.48K – – –
M
663
MOTCO
Texas
$1.48K – – –
CTC
664
Central Trust Company
Missouri
$1.48K +$1.57K +3 New
GWM
665
Geneos Wealth Management
Colorado
$1.48K +$1.57K +3 New
AW
666
Avion Wealth
Texas
$1K – – –
VF
667
VitalStone Financial
Texas
$1K – – –
GI
668
Gradient Investments
Minnesota
$985 – – –
JWM
669
Janiczek Wealth Management
Colorado
$985 – – –
KFI
670
Key Financial Inc
Pennsylvania
$985 – – –
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$985 – – –
HGERS
672
Householder Group Estate & Retirement Specialist
Arizona
$985 +$1.04K +2 New
WT
673
Whittier Trust
California
$985 +$1.04K +2 New
TWP
674
TFO Wealth Partners
Ohio
$532 +$522 +1 New
PP
675
Paloma Partners
Connecticut
$493 -$499K -956 -100%
25 26
27
28 29

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.