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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
Wells Fargo
51
Wells Fargo
California
$92.9M -$5.89M -12,248 -7%
Deutsche Bank
52
Deutsche Bank
Germany
$87.5M +$17.9M +37,244 +33%
TCM
53
TimesSquare Capital Management
New York
$87.3M +$3.24M +6,740 +5%
Swiss National Bank
54
Swiss National Bank
Switzerland
$86.2M -$1.54M -3,200 -2%
Renaissance Technologies
55
Renaissance Technologies
New York
$86.2M -$16.2M -33,674 -18%
EAM
56
Eventide Asset Management
Massachusetts
$82M +$551K +1,146 +0.8%
EAM
57
Eagle Asset Management
Florida
$76.4M -$182K -379 -0.3%
WP
58
Woodline Partners
California
$76.4M +$63.3M +131,531 New
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$74.4M +$11.1M +23,105 +22%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$73.1M -$513K -1,066 -0.8%
FCM
61
Frontier Capital Management
Massachusetts
$72.3M -$19.4M -40,249 -24%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$69.9M +$8.93M +18,561 +18%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$60.5M -$9.06M -18,840 -15%
SCM
64
Spyglass Capital Management
California
$58M +$48.1M +99,879 New
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$58M +$23.2M +48,183 +93%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$54.3M +$4.37M +9,087 +11%
Primecap Management
67
Primecap Management
California
$53.6M -$674K -1,400 -1%
Voloridge Investment Management
68
Voloridge Investment Management
Florida
$53M +$6.24M +12,977 +17%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$53M +$6.97M +14,490 +19%
AQR Capital Management
70
AQR Capital Management
Connecticut
$52.6M +$26.5M +55,105 +155%
SEI Investments
71
SEI Investments
Pennsylvania
$52.1M -$7.87M -16,359 -15%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$51.5M -$4.05M -8,421 -9%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$48.8M +$33.8M +70,237 +507%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$48.3M -$1.38M -2,874 -3%
CS
75
Credit Suisse
Switzerland
$46.8M -$1.14M -2,370 -3%

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.