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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
Barclays
76
Barclays
United Kingdom
$45.6M -$2.61M -5,426 -6%
Pictet Asset Management
77
Pictet Asset Management
Switzerland
$44.9M +$8.97M +18,648 +32%
Man Group
78
Man Group
United Kingdom
$42.7M +$35.4M +73,477 New
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$41.6M +$364K +756 +1%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$41.5M +$214K +444 +0.6%
Dimensional Fund Advisors
81
Dimensional Fund Advisors
Texas
$41.5M +$304K +631 +0.9%
AIM
82
Achmea Investment Management
Netherlands
$39.9M +$30.1M +62,483 +987%
National Pension Service
83
National Pension Service
South Korea
$39.1M
Fisher Asset Management
84
Fisher Asset Management
Washington
$38.3M -$1.26M -2,612 -4%
GIM
85
Granahan Investment Management
Massachusetts
$37.7M -$2.44M -5,081 -7%
Asset Management One
86
Asset Management One
Japan
$37.6M +$4.69M +9,755 +18%
RJA
87
Raymond James & Associates
Florida
$37.5M -$6.67M -13,869 -18%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$35.9M -$200K -415 -0.7%
PAM
89
Panagora Asset Management
Massachusetts
$34.8M +$17.3M +35,983 +150%
WA
90
Wasatch Advisors
Utah
$34.4M -$3.27M -6,801 -10%
Federated Hermes
91
Federated Hermes
Pennsylvania
$34.3M -$13.1M -27,328 -32%
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$33.9M +$15.2M +31,688 +119%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$33M -$4.05M -8,417 -13%
UBS Group
94
UBS Group
Switzerland
$31M +$4.74M +9,862 +23%
TP
95
TenCore Partners
New York
$30.8M -$5.53M -11,485 -18%
VEPM
96
Vista Equity Partners Management
California
$29.8M -$11M -22,964 -31%
Millennium Management
97
Millennium Management
New York
$27.7M +$3.43M +7,120 +18%
NI
98
NDVR Inc
Massachusetts
$27.4M +$22.7M +47,166 New
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$26.9M -$30.4M -63,271 -58%
APC
100
Alta Park Capital
California
$25.8M +$4.88M +10,141 +30%

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.