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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
NG
726
NWK Group
California
-$2.68M -5,449 Closed
CM
727
Crestline Management
Texas
-$2.57M -5,213 Closed
VF
728
Virtu Financial
New York
-$2.47M -5,008 Closed
CCA
729
Catalyst Capital Advisors
New York
-$2.38M -4,825 Closed
CCM
730
CloudAlpha Capital Management
Hong Kong
-$2.22M -4,510 Closed
BCM
731
Bridgeway Capital Management
Texas
-$1.96M -3,970 Closed
Nomura Holdings
732
Nomura Holdings
Japan
-$1.66M -3,380 Closed
BCM
733
Bayesian Capital Management
New York
-$1.55M -3,156 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
734
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.27M -2,577 Closed
DF
735
Donoghue Forlines
Massachusetts
-$1.19M -2,426 Closed
QT
736
Quantbot Technologies
New York
-$1.13M -2,288 Closed
VA
737
Valmark Advisers
Ohio
-$1.06M -2,152 Closed
DWM
738
Dakota Wealth Management
Florida
-$1.04M -2,110 Closed
BAM
739
Blueshift Asset Management
New Jersey
-$1M -2,036 Closed
PMEF
740
Point72 Middle East FZE
United Arab Emirates
-$997K -2,024 Closed
CCIA
741
Campbell & Co Investment Adviser
Maryland
-$945K -1,919 Closed
GCM
742
Genus Capital Management
British Columbia, Canada
-$936K -1,900 Closed
AIM
743
Aigen Investment Management
New York
-$820K -1,665 Closed
OQS
744
Occudo Quantitative Strategies
Florida
-$811K -1,647 Closed
Calamos Advisors
745
Calamos Advisors
Illinois
-$811K -1,646 Closed
DTL
746
Dynamic Technology Lab
Singapore
-$784K -1,591 Closed
DFCM
747
Dark Forest Capital Management
Puerto Rico
-$696K -1,414 Closed
HVCM
748
Hel Ved Capital Management
Hong Kong
-$608K -1,235 Closed
ADIM
749
Alpha DNA Investment Management
Maryland
-$608K -1,234 Closed
CCM
750
Cinctive Capital Management
New York
-$600K -1,218 Closed

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.