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HubSpot

678 hedge funds and large institutions have $22.2B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 243 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.06% more ownership

Funds ownership: 88.89%89.95% (+1.1%)

8% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 72

1% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 241

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

0% less funds holding

Funds holding: 681678 (-3)

5% less capital invested

Capital invested by funds: $23.4B → $22.2B (-$1.22B)

18% less call options, than puts

Call options by funds: $356M | Put options by funds: $433M

Holders
678
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
78
Increased
243
Reduced
241
Closed
72
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$8.84M +$1.69M +3,237 +22%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$8.67M +$347K +665 +4%
JMPWA
153
JP Morgan Private Wealth Advisors
California
$8.16M -$15M -28,633 -63%
EGM
154
Engineers Gate Manager
New York
$8.13M +$293K +561 +4%
DILIC
155
Dai-ichi Life Insurance Company
Japan
$8M -$434K -830 -5%
LCM
156
Landscape Capital Management
New Jersey
$7.96M +$8.45M +16,172 New
SG Americas Securities
157
SG Americas Securities
New York
$7.96M -$2.4M -4,590 -22%
LGF
158
LGT Group Foundation
Liechtenstein
$7.73M -$577K -1,105 -7%
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$7.73M +$888K +1,700 +12%
WCA
160
Whetstone Capital Advisors
Kansas
$7.6M -$110K -211 -1%
PCIG
161
Partners Capital Investment Group
Massachusetts
$7.51M -$529K -1,012 -6%
LIP
162
Liontrust Investment Partners
United Kingdom
$7.14M +$261K +500 +4%
Comerica Bank
163
Comerica Bank
Texas
$7.09M +$7.52M +14,402 New
TAM
164
Thematics Asset Management
France
$7M -$736K -1,408 -9%
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$6.82M +$7.24M +13,856 New
SFI
166
Susquehanna Fundamental Investments
Pennsylvania
$6.73M -$2.92M -5,589 -29%
MGIM
167
M&G Investment Management
United Kingdom
$6.59M +$603K +1,155 +9%
JFG
168
Jefferies Financial Group
New York
$6.59M +$5.95M +11,385 +569%
ASRS
169
Arizona State Retirement System
Arizona
$6.34M +$30.8K +59 +0.5%
KHCM
170
Kettle Hill Capital Management
New York
$6.26M +$6.64M +12,716 New
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.13M -$95.6K -183 -1%
Lazard Asset Management
172
Lazard Asset Management
New York
$6.1M +$5M +9,577 +342%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$6.07M -$1.71M -3,278 -21%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$5.99M +$10.4K +20 +0.2%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$5.96M -$74.7K -143 -1%

HUBS Hedge Fund Activity: Q3 2023 in Review

678 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2023, worth a combined $22.2B — down 5.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HUBS positions and 72 closed out — a net gain of 6 holders — while 243 added to existing stakes and 241 trimmed.

The largest buyer was Jennison Associates, adding an estimated $364M. The largest seller was Artisan Partners, cutting an estimated $138M.

  • 678 institutional investors held HubSpot (HUBS) as of Q3 2023, down from 681 in Q2 2023.
  • Funds reported $22.2B of HubSpot stock for Q3 2023, down 5.2% quarter-over-quarter.
  • 78 funds opened new HubSpot positions in Q3 2023 and 72 closed out, a net change of +6 holders.
  • The largest HubSpot buyer in Q3 2023 was Jennison Associates, an estimated $364M added.
  • The largest HubSpot seller in Q3 2023 was Artisan Partners, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.