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HubSpot

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: 1313 (0)

0% less funds holding

Funds holding: 681678 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HT
701
Headlands Technologies
Illinois
-$1.27M -2,390 Closed
E
702
Ergoteles
New York
-$1.21M -2,268 Closed
KJHP
703
K.J. Harrison & Partners
Ontario, Canada
-$1.17M -2,210 Closed
SPM
704
Symmetry Peak Management
Pennsylvania
-$1.06M -2,000 Closed
CIBC World Market
705
CIBC World Market
Ontario, Canada
-$1M -1,884 Closed
JCM
706
JAT Capital Management
Connecticut
-$720K -1,354 Closed
V
707
Veritable
Delaware
-$632K -1,187 Closed
SSWM
708
Sheets Smith Wealth Management
North Carolina
-$469K -882 Closed
KCM
709
Kornitzer Capital Management
Kansas
-$452K -850 Closed
AWM
710
Avior Wealth Management
Nebraska
-$445K -837 Closed
HIM
711
Hillsdale Investment Management
Ontario, Canada
-$399K -750 Closed
CIM
712
Chiron Investment Management
New York
-$362K -680 Closed
VIA
713
Vident Investment Advisory
Georgia
-$334K -627 Closed
ALAM
714
Asahi Life Asset Management
Japan
-$330K -620 Closed
SSA
715
Schonfeld Strategic Advisors
New York
-$319K -600 Closed
MCP
716
Mirador Capital Partners
California
-$304K -572 Closed
SC
717
Shay Capital
New York
-$303K -569 Closed
MFG
718
Merit Financial Group
Georgia
-$295K -554 Closed
IFG
719
Independent Financial Group
California
-$286K -537 Closed
FGAM
720
Financial Gravity Asset Management
Texas
-$178 -532 Closed
WA
721
Wealth Alliance
New York
-$278K -522 Closed
FP
722
Foundry Partners
Minnesota
-$270K -507 Closed
PWS
723
Private Wealth Strategies
Ohio
-$266K -500 Closed
CGH
724
Crossmark Global Holdings
Texas
-$259K -466 Closed
CCM
725
Coldstream Capital Management
Washington
-$237K -445 Closed

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.