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HubSpot
HUBS

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: 13 → 14 (+1)

4% more funds holding

Funds holding: 678 → 706 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$302M
2
Citadel Advisors
Citadel Advisors
Florida
+$145M
3
Holocene Advisors
Holocene Advisors
New York
+$130M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$101M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$95.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
3
Artisan Partners
Artisan Partners
Wisconsin
-$136M
4
Tiger Global Management
Tiger Global Management
New York
-$128M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$118M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Able Wealth Management
New Jersey
$4.06K +$3.37K +7 New
S
677
Sachetta
Massachusetts
$4.06K +$3.37K +7 New
GCS
678
Gordian Capital (Singapore)
Singapore
$3.48K – – –
PPC
679
Park Place Capital
Alabama
$3.48K -$20.2K -42 -88%
First Manhattan
680
First Manhattan
New York
$3.48K +$2.41K +5 New
AW
681
Avion Wealth
Texas
$3K – – –
CFFP
682
Center for Financial Planning
Michigan
$2.9K – – –
SC
683
Stephens Consulting
Michigan
$2.9K – – –
MIM
684
Macroview Investment Management
Maryland
$2.32K -$6.25K -13 -76%
BCM
685
Blume Capital Management
California
$2.32K – – –
GWM
686
Geneos Wealth Management
Colorado
$2.32K +$481 +1 +33%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$2.32K +$962 +2 +100%
LIWM
688
Long Island Wealth Management
New York
$2K +$1.92K +4 New
CTC
689
Central Trust Company
Missouri
$1.74K – – –
M
690
MOTCO
Texas
$1.74K – – –
IGWM
691
ICA Group Wealth Management
Colorado
$1.74K +$1.44K +3 New
PA
692
Pineridge Advisors
Missouri
$1.74K +$1.44K +3 New
W
693
WealthCollab
Washington
$1.74K +$1.44K +3 New
MA
694
Montag & Associates
Georgia
$1.44K -$962 -2 -50%
NSG
695
Nalls Sherbakoff Group
Tennessee
$1.16K -$962 -2 -50%
JWM
696
Janiczek Wealth Management
Colorado
$1.16K – – –
GI
697
Gradient Investments
Minnesota
$1.16K – – –
KFI
698
Key Financial Inc
Pennsylvania
$1.16K – – –
HGERS
699
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
VF
700
VitalStone Financial
Texas
$1K – – –
26 27
28
29 30

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.