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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
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$25.5M +$21.2M +43,969 New
Axa
102
Axa
France
$25.3M -$271K -564 -1%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$24.7M -$114K -236 -0.6%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$24.5M -$8.15M -16,933 -29%
Canada Life
105
Canada Life
Manitoba, Canada
$24.1M -$351K -729 -2%
SAM
106
Storebrand Asset Management
Norway
$23.8M +$487K +1,012 +3%
KCM
107
Kodai Capital Management
Illinois
$23.7M +$19.7M +40,848 New
MG
108
Marex Group
$23.2M +$19.3M +40,034 New
Aviva
109
Aviva
United Kingdom
$22.9M -$6.8M -14,131 -26%
BAMCO Inc
110
BAMCO Inc
New York
$22.5M +$3.12M +6,481 +20%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$21.2M +$4.73M +9,825 +37%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$20.9M +$1.55M +3,220 +10%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$20.4M -$5.16M -10,735 -23%
NPF
114
Norris Perne & French
Michigan
$20.4M -$20.2K -42 -0.1%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$20.2M -$3.27M -6,797 -16%
Victory Capital Management
116
Victory Capital Management
Texas
$19.8M -$2.05M -4,260 -11%
Stifel Financial
117
Stifel Financial
Missouri
$19.3M +$2.1M +4,371 +15%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$19.2M +$505K +1,050 +3%
GCM
119
Geneva Capital Management
Wisconsin
$19.1M -$549K -1,142 -3%
T. Rowe Price Investment Management
120
T. Rowe Price Investment Management
Maryland
$18.9M +$2.27M +4,728 +17%
Twin Tree Management
121
Twin Tree Management
Texas
$18.8M +$15.5M +32,305 New
APG Asset Management
122
APG Asset Management
Netherlands
$18.3M -$882K -1,834 -5%
CCPM
123
Cooper Creek Partners Management
New York
$18.2M +$12.2M +25,278 +419%
Swedbank
124
Swedbank
Sweden
$17.5M -$3.3M -6,868 -19%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$17.2M +$4.48M +9,305 +46%

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.