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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$35M -$2.03M -3,878 -5%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$34.9M +$11.3M +21,682 +44%
Dimensional Fund Advisors
78
Dimensional Fund Advisors
Texas
$34.9M +$325K +622 +0.9%
GIM
79
Granahan Investment Management
Massachusetts
$34.5M -$1.91M -3,647 -5%
Fisher Asset Management
80
Fisher Asset Management
Washington
$33.8M -$3.45M -6,597 -9%
WA
81
Wasatch Advisors
Utah
$32.5M -$1.17M -2,232 -3%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$32.1M +$1.77M +3,384 +5%
TP
83
TenCore Partners
New York
$31.8M -$2.06M -3,938 -6%
National Pension Service
84
National Pension Service
South Korea
$31.5M -$112K -214 -0.3%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$30.7M -$781K -1,494 -2%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$29.2M -$11M -20,976 -26%
Pictet Asset Management
87
Pictet Asset Management
Switzerland
$28.9M +$30.7M +58,760 New
Asset Management One
88
Asset Management One
Japan
$26.6M +$1.26M +2,404 +5%
Aviva
89
Aviva
United Kingdom
$26.4M +$9.22M +17,657 +49%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$25.4M -$10.5M -20,044 -28%
Principal Financial Group
91
Principal Financial Group
Iowa
$24.8M +$110K +211 +0.4%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$24.4M -$3.63M -6,953 -13%
CSS
93
Cubist Systematic Strategies
Connecticut
$23.2M +$12.8M +24,562 +108%
FAM
94
Fred Alger Management
New York
$22.9M -$2.51M -4,800 -9%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$22.6M +$18.1M +34,739 +311%
CPC
96
Cookson Peirce & Co
Pennsylvania
$22M +$5.28M +10,112 +29%
Axa
97
Axa
France
$21.7M +$138K +264 +0.6%
UBS Group
98
UBS Group
Switzerland
$21.5M -$8M -15,308 -26%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$21.1M -$74.2K -142 -0.3%
Canada Life
100
Canada Life
Manitoba, Canada
$20.9M -$619K -1,184 -3%

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.