HubSpot
HUBS
681 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 244 reducing their positions, and 52 closing their positions.
92% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 52
21% more capital invested
Capital invested by funds: $19.2B → $23.4B (+$4.14B)
7% more funds holding
Funds holding: 636 → 681 (+45)
6% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 244
2.16% less ownership
Funds ownership: 91.05% → 88.89% (-2.2%)
16% less call options, than puts
Call options by funds: $369M | Put options by funds: $438M
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$340M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$231M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$105M |
| 4 |
Morgan Stanley
New York
|
+$84.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$59.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$236M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$228M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$194M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$136M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$131M |
HUBS Hedge Fund Activity: Q2 2023 in Review
681 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2023, worth a combined $23.4B — up 21% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new HUBS positions and 52 closed out — a net gain of 48 holders — while 230 added to existing stakes and 244 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $340M. The largest seller was Bank of America, cutting an estimated $236M.
- 681 institutional investors held HubSpot (HUBS) as of Q2 2023, up from 636 in Q1 2023.
- Funds reported $23.4B of HubSpot stock for Q2 2023, up 21% quarter-over-quarter.
- 100 funds opened new HubSpot positions in Q2 2023 and 52 closed out, a net change of +48 holders.
- The largest HubSpot buyer in Q2 2023 was Wellington Management Group, an estimated $340M added.
- The largest HubSpot seller in Q2 2023 was Bank of America, an estimated $236M sold.
Based on aggregated 13F filings for Q2 2023.