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HubSpot
HUBS

681 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 244 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 52

21% more capital invested

Capital invested by funds: $19.2B → $23.4B (+$4.14B)

7% more funds holding

Funds holding: 636 → 681 (+45)

6% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 244

2.16% less ownership

Funds ownership: 91.05% → 88.89% (-2.2%)

16% less call options, than puts

Call options by funds: $369M | Put options by funds: $438M

32% less funds holding in top 10

Funds holding in top 10: 19 → 13 (-6)

Holders
681
Holders Change
+45
Holders Change %
+7.08%
% of All Funds
10.69%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.2%
New
100
Increased
230
Reduced
244
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$340M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$231M
3
AM
AGF Management
Ontario, Canada
+$105M
4
Morgan Stanley
Morgan Stanley
New York
+$84.3M
5
Franklin Resources
Franklin Resources
California
+$59.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$236M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$194M
4
Artisan Partners
Artisan Partners
Wisconsin
-$136M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$40.3M -$34.9M -74,564 -50%
Fisher Asset Management
77
Fisher Asset Management
Washington
$40M -$103M -219,001 -74%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$39.9M -$1.7M -3,621 -5%
GIM
79
Granahan Investment Management
Massachusetts
$39.2M -$44.3M -94,553 -56%
Federated Hermes
80
Federated Hermes
Pennsylvania
$39M +$34.4M +73,329 New
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$38.2M +$1.63M +3,480 +5%
Dimensional Fund Advisors
82
Dimensional Fund Advisors
Texas
$37.3M +$954K +2,035 +3%
TP
83
TenCore Partners
New York
$36.5M -$546K -1,165 -2%
WA
84
Wasatch Advisors
Utah
$36.3M -$11.8M -25,241 -27%
VEPM
85
Vista Equity Partners Management
California
$35.3M -$1.25M -2,675 -4%
National Pension Service
86
National Pension Service
South Korea
$34.9M -$4.45M -9,496 -12%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$33.9M +$3.11M +6,646 +12%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$33.8M +$771K +1,645 +3%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$32.9M +$1.07M +2,275 +4%
UBS Group
90
UBS Group
Switzerland
$31.3M +$8.39M +17,901 +44%
Man Group
91
Man Group
United Kingdom
$30.9M +$27.2M +58,006 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$28.3M +$20.6M +43,928 +479%
Asset Management One
93
Asset Management One
Japan
$27.3M -$2.76M -5,893 -10%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$27.3M -$9.17M -19,562 -28%
FAM
95
Fred Alger Management
New York
$27.3M -$1.84M -3,928 -7%
Principal Financial Group
96
Principal Financial Group
Iowa
$26.7M -$9.95M -21,233 -30%
KBC Group
97
KBC Group
Belgium
$26.5M +$9.36M +19,967 +67%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$26.2M -$196K -418 -0.8%
Prudential Financial
99
Prudential Financial
New Jersey
$25.7M +$21.3M +45,400 +1,547%
GCM
100
Geneva Capital Management
Wisconsin
$25.1M -$1.47M -3,139 -6%
2 3
4
5 6

HUBS Hedge Fund Activity: Q2 2023 in Review

681 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2023, worth a combined $23.4B — up 21% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new HUBS positions and 52 closed out — a net gain of 48 holders — while 230 added to existing stakes and 244 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $340M. The largest seller was Bank of America, cutting an estimated $236M.

  • 681 institutional investors held HubSpot (HUBS) as of Q2 2023, up from 636 in Q1 2023.
  • Funds reported $23.4B of HubSpot stock for Q2 2023, up 21% quarter-over-quarter.
  • 100 funds opened new HubSpot positions in Q2 2023 and 52 closed out, a net change of +48 holders.
  • The largest HubSpot buyer in Q2 2023 was Wellington Management Group, an estimated $340M added.
  • The largest HubSpot seller in Q2 2023 was Bank of America, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2023.