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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$302M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$145M |
| 3 |
Holocene Advisors
New York
|
+$130M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$101M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$95.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$161M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$144M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$136M |
| 4 |
Tiger Global Management
New York
|
-$128M |
| 5 |
Neuberger Berman Group
New York
|
-$118M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
776
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$51.2K | -104 | Closed |
|
|
RTC
777
Riverview Trust Company
Vancouver,
Washington
| – | -$21.2K | -43 | Closed |
|
|
AS
778
Altshuler Shaham
Tel Aviv,
Israel
| – | -$20.7K | -42 | Closed |
|
779
EARNEST Partners
Atlanta,
Georgia
| – | -$15.8K | -32 | Closed |
|
780
Optiver Holding
Amsterdam,
Netherlands
| – | -$12.8K | -26 | Closed |
|
|
AWA
781
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$6.89K | -14 | Closed |
|
|
RDIA
782
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$7K | -14 | Closed |
|
|
FRA
783
Front Row Advisors
Tiburon,
California
| – | -$5.91K | -12 | Closed |
|
|
HL
784
HeadInvest LLC
Portland,
Maine
| – | -$2.48K | -5 | Closed |
|
|
IPW
785
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.48K | -3 | Closed |
|
|
AP
786
Atwood & Palmer
Kansas City,
Missouri
| – | -$493 | -1 | Closed |
|
|
PP
787
Paloma Partners
Greenwich,
Connecticut
| – | -$493 | -1 | Closed |
|
|
SIC
788
SJS Investment Consulting
Sylvania,
Ohio
| – | -$493 | -1 | 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.