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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
CA
726
Cetera Advisors
Colorado
-$229K -431 Closed
PPP
727
Private Portfolio Partners
New Jersey
-$229K -431 Closed
WMA
728
West Michigan Advisors
Michigan
-$215K -404 Closed
CAM
729
Claret Asset Management
Quebec, Canada
-$214K -402 Closed
IWM
730
IHT Wealth Management
Illinois
-$206K -387 Closed
HH
731
Hilltop Holdings
Texas
-$205K -386 Closed
GCP
732
GSA Capital Partners
United Kingdom
-$205K -385 Closed
WS
733
Wedbush Securities
California
-$202K -380 Closed
Parallax Volatility Advisers
734
Parallax Volatility Advisers
California
-$66.3K -127 Closed
IAIM
735
Industrial Alliance Investment Management
Quebec, Canada
-$60K -112 Closed
CFO
736
CVA Family Office
Colorado
-$42.6K -80 Closed
AIM
737
Anchor Investment Management
South Carolina
-$39.9K -75 Closed
LF
738
Lee Financial
Texas
-$21.3K -40 Closed
EC
739
Elequin Capital
New York
-$20.8K -39 Closed
PAI
740
Pittenger & Anderson Inc
Nebraska
-$16K -30 Closed
GTAM
741
Global Trust Asset Management
Florida
-$13.3K -25 Closed
SCA
742
Stonebridge Capital Advisors
Minnesota
-$11.2K -21 Closed
FA
743
Fiduciary Alliance
South Carolina
-$5.85K -11 Closed
BFEC
744
Benjamin F. Edwards & Company
Missouri
-$5K -10 Closed
PO
745
Private Ocean
California
-$4.26K -8 Closed
PMFA
746
Plante Moran Financial Advisors
Michigan
-$2.66K -5 Closed
IGWM
747
ICA Group Wealth Management
Colorado
-$1.6K -3 Closed
2L
748
25 LLC
Missouri
-$1.1K -2 Closed
DI
749
Disciplined Investments
Oklahoma
-$1.06K -2 Closed
TFP
750
Tilia Fiduciary Partners
North Carolina
-$1.06K -2 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.