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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
SO
151
STRS Ohio
Ohio
$11.6M +$8.88M +18,466 +1,203%
LGF
152
LGT Group Foundation
Liechtenstein
$11.4M +$1.77M +3,677 +24%
Nomura Asset Management
153
Nomura Asset Management
Japan
$11.2M +$295K +613 +3%
AACP
154
Advantage Alpha Capital Partners
California
$11.2M +$3.68M +7,649 +66%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M +$251K +522 +3%
AWM
156
AE Wealth Management
Kansas
$11.1M -$627K -1,303 -6%
BCH
157
Berkshire Capital Holdings
California
$10.9M +$3.18M +6,620 +55%
KBC Group
158
KBC Group
Belgium
$10.8M -$10.3M -21,441 -54%
Alyeska Investment Group
159
Alyeska Investment Group
Illinois
$10.5M +$8.74M +18,160 New
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$10.5M +$210K +437 +2%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$9.31M -$925K -1,922 -11%
WCA
162
Whetstone Capital Advisors
Kansas
$8.96M
JFG
163
Jefferies Financial Group
New York
$8.85M +$891K +1,851 +14%
Comerica Bank
164
Comerica Bank
Texas
$8.82M +$383K +796 +6%
PI
165
PineBridge Investments
New York
$8.76M +$3.03M +6,296 +72%
TAM
166
Thematics Asset Management
France
$8.57M +$267K +554 +4%
MGIM
167
M&G Investment Management
United Kingdom
$8.44M +$550K +1,144 +9%
ASRS
168
Arizona State Retirement System
Arizona
$7.58M +$93.3K +194 +2%
LIP
169
Liontrust Investment Partners
United Kingdom
$7.55M -$722K -1,500 -10%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$7.48M -$16.1M -33,480 -73%
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.27M +$32.7K +68 +0.5%
FC
172
FORA Capital
Florida
$7.12M +$5.9M +12,273 New
LFDLE
173
La Financiere de L'Echiquier
France
$7.01M +$1.58M +3,279 +37%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$7.01M -$40.9K -85 -0.7%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$6.99M -$31.8K -66 -0.5%

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.