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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
Kayne Anderson Rudnick Investment Management
651
Kayne Anderson Rudnick Investment Management
California
$8.73K +$4.81K +10 +200%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$8.71K -$20.2K -42 -74%
CHA
653
Carmichael Hill & Associates
Maryland
$8.71K
FCA
654
FinTrust Capital Advisors
South Carolina
$8.71K +$5.77K +12 +400%
AP
655
Arlington Partners
Alabama
$8.13K
AT
656
Arlington Trust
Alabama
$8.13K
CMP
657
Coston McIsaac & Partners
Maine
$8K
AAP
658
Arax Advisory Partners
Colorado
$7.55K -$481 -1 -7%
JPWM
659
Jamison Private Wealth Management
Georgia
$7.55K
WBC
660
West Branch Capital
Massachusetts
$7.55K
SOW
661
State of Wyoming
Wyoming
$6.39K +$481 +1 +10%
PWMG
662
Private Wealth Management Group
New Jersey
$6.39K +$5.29K +11 New
TFA
663
Toth Financial Advisory
Virginia
$5.81K
CAC
664
Core Alternative Capital
Georgia
$5.8K -$962 -2 -17%
APC
665
Aspire Private Capital
North Carolina
$5.8K
CFD
666
Creative Financial Designs
Indiana
$5.8K
VL
667
Vima LLC
Michigan
$5.8K +$4.81K +10 New
AWM
668
Abound Wealth Management
Tennessee
$5.37K +$481 +1 +13%
GWS
669
Glassman Wealth Services
Virginia
$5.22K -$1.44K -3 -25%
OAJ
670
Ogorek Anthony Joseph
New York
$5K
BWL
671
Bogart Wealth LLC
Virginia
$4.64K
MHR
672
Matthew Hamilton Rosenberg
$4.64K
CJ
673
Caitlin John
Michigan
$4.64K +$3.85K +8 New
WIM
674
Westside Investment Management
California
$4.64K +$3.85K +8 New
JWA
675
JFS Wealth Advisors
Pennsylvania
$4.06K

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.