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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$51.1M +$1.8M +2,996 +4%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$48M +$2.99M +4,978 +7%
WP
78
Woodline Partners
California
$47.4M -$33.6M -55,833 -42%
AIM
79
Achmea Investment Management
Netherlands
$46.7M +$3.41M +5,672 +8%
Voloridge Investment Management
80
Voloridge Investment Management
Florida
$45.5M -$11.2M -18,716 -21%
CS
81
Credit Suisse
Switzerland
$45.1M -$5.2M -8,658 -11%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$45.1M +$253K +421 +0.6%
Dimensional Fund Advisors
83
Dimensional Fund Advisors
Texas
$44.6M -$165K -274 -0.4%
AQR Capital Management
84
AQR Capital Management
Connecticut
$44.1M -$12.1M -20,053 -22%
National Pension Service
85
National Pension Service
South Korea
$42M -$140K -233 -0.3%
RhumbLine Advisers
86
RhumbLine Advisers
Massachusetts
$40.6M +$1.79M +2,972 +5%
LP
87
LMR Partners
United Kingdom
$39.8M +$38.2M +63,563 New
UBS Group
88
UBS Group
Switzerland
$39.4M +$5.71M +9,497 +18%
Fisher Asset Management
89
Fisher Asset Management
Washington
$37.8M -$3.35M -5,567 -8%
Asset Management One
90
Asset Management One
Japan
$37.7M -$2.24M -3,723 -6%
RJA
91
Raymond James & Associates
Florida
$34.6M -$5.66M -9,418 -15%
Man Group
92
Man Group
United Kingdom
$33.8M -$11.7M -19,459 -26%
Axa
93
Axa
France
$33.3M +$5.82M +9,684 +22%
NCL
94
Nishkama Capital LLC
Puerto Rico
$33.3M +$31.9M +53,075 New
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$32.5M +$4.75M +7,900 +18%
Aviva
96
Aviva
United Kingdom
$30.7M +$5.74M +9,555 +24%
NI
97
NDVR Inc
Massachusetts
$28.5M -$1.02M -1,700 -4%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$26.5M -$189K -314 -0.7%
VEPM
99
Vista Equity Partners Management
California
$26.1M -$5.8M -9,646 -19%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$25.5M +$1.66M +2,758 +5%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.