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HubSpot

732 hedge funds and large institutions have $28.6B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 59

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

8% more capital invested

Capital invested by funds: $26.4B → $28.6B (+$2.16B)

4% more funds holding

Funds holding: 706732 (+26)

6% more call options, than puts

Call options by funds: $416M | Put options by funds: $391M

0.42% less ownership

Funds ownership: 90.57%90.15% (-0.42%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
732
Holders Change
+26
Holders Change %
+3.68%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
98
Increased
300
Reduced
226
Closed
59
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$11.9M -$4.46M -7,421 -28%
PI
152
PineBridge Investments
New York
$11.9M +$2.3M +3,824 +25%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$11.5M +$157K +262 +1%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M -$832K -1,384 -7%
RAM
155
Resona Asset Management
Japan
$10.7M +$10.3M +17,079 New
KBC Group
156
KBC Group
Belgium
$10.6M -$1.07M -1,778 -10%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$10.3M +$2.66M +4,420 +37%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$9.97M +$1.93M +3,213 +25%
CC
159
Carlson Capital
Texas
$9.96M +$9.55M +15,898 New
Comerica Bank
160
Comerica Bank
Texas
$9.9M +$365K +608 +4%
TAM
161
Thematics Asset Management
France
$9.89M +$618K +1,028 +7%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$9.61M -$421K -700 -4%
DILIC
163
Dai-ichi Life Insurance Company
Japan
$9.58M -$7.52M -12,505 -45%
AAMU
164
APG Asset Management US
New York
$9.19M +$2.98M +4,963 +52%
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$9M +$2.13M +3,550 +33%
Canada Pension Plan Investment Board
166
Canada Pension Plan Investment Board
Ontario, Canada
$8.94M -$3.98M -6,628 -32%
MGP
167
M&G plc
United Kingdom
$8.53M +$8.18M +13,609 New
Brown Advisory
168
Brown Advisory
Maryland
$8.34M +$3.97M +6,603 +98%
ASRS
169
Arizona State Retirement System
Arizona
$8.24M +$55.3K +92 +0.7%
Twin Tree Management
170
Twin Tree Management
Texas
$7.9M -$11.8M -19,691 -61%
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
$7.9M -$14.4M -23,942 -66%
OCBCO
172
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.76M +$295K +491 +4%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$7.66M +$7.34M +12,219 New
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$7.65M +$717K +1,193 +11%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.44M -$388K -645 -5%

HUBS Hedge Fund Activity: Q1 2024 in Review

732 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2024, worth a combined $28.6B — up 8.2% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new HUBS positions and 59 closed out — a net gain of 39 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Jennison Associates, adding an estimated $363M. The largest seller was Morgan Stanley, cutting an estimated $136M.

  • 732 institutional investors held HubSpot (HUBS) as of Q1 2024, up from 706 in Q4 2023.
  • Funds reported $28.6B of HubSpot stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 98 funds opened new HubSpot positions in Q1 2024 and 59 closed out, a net change of +39 holders.
  • The largest HubSpot buyer in Q1 2024 was Jennison Associates, an estimated $363M added.
  • The largest HubSpot seller in Q1 2024 was Morgan Stanley, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2024.