We are live on ! Find out more
HUBS icon

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
Capital Fund Management (CFM)
126
Capital Fund Management (CFM)
France
$16.8M +$8.3M +17,253 +148%
LPL Financial
127
LPL Financial
California
$16.8M +$804K +1,671 +6%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$16.3M -$1.01M -2,089 -7%
FAM
129
Fred Alger Management
New York
$16.2M -$8.96M -18,630 -40%
DILIC
130
Dai-ichi Life Insurance Company
Japan
$16.1M +$5.56M +11,554 +71%
MAM
131
Melqart Asset Management
United Kingdom
$16.1M -$1.65M -3,421 -11%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$15.6M
ZCI
133
Zevenbergen Capital Investments
Washington
$15.3M +$8.62M +17,918 +210%
Citigroup
134
Citigroup
New York
$15.3M -$4.71M -9,789 -27%
SI
135
SQN Investors
California
$14.9M +$2.81M +5,833 +29%
Jane Street
136
Jane Street
New York
$14.5M +$9.3M +19,323 +340%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$14.2M -$1.96M -4,069 -14%
Truist Financial
138
Truist Financial
North Carolina
$13.9M -$1.94M -4,032 -14%
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$13.8M -$115K -240 -1%
Two Sigma Investments
140
Two Sigma Investments
New York
$13.4M +$7.02M +14,600 +172%
Los Angeles Capital Management
141
Los Angeles Capital Management
California
$13.1M +$1.77M +3,671 +19%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$13M +$990K +2,057 +10%
IMRF
143
Illinois Municipal Retirement Fund
Illinois
$13M +$1.17M +2,425 +12%
MSV
144
MN Services Vermogensbeheer
Netherlands
$12.9M -$48.1K -100 -0.4%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$12.7M -$630K -1,309 -6%
ECM
146
ExodusPoint Capital Management
New York
$12.2M +$10.1M +21,052 New
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$12.1M +$2.5M +5,200 +33%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$11.9M -$10.3M -21,377 -51%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$11.8M +$96.2K +200 +1%
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$11.7M +$789K +1,639 +8%

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.