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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
BCH
176
Berkshire Capital Holdings
California
$5.94M -$5.45M -10,440 -46%
Capital Fund Management (CFM)
177
Capital Fund Management (CFM)
France
$5.76M -$12.6M -24,060 -67%
AACP
178
Advantage Alpha Capital Partners
California
$5.71M -$2.89M -5,538 -32%
ETCM
179
Evolutionary Tree Capital Management
Virginia
$5.7M -$153K -293 -2%
TI
180
Trexquant Investment
Connecticut
$5.66M +$3.74M +7,162 +165%
FAF
181
Fjarde Ap-fonden
Sweden
$5.62M +$209K +400 +4%
OCBCO
182
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.58M +$1.39M +2,669 +31%
AT
183
AMF Tjänstepension
Sweden
$5.54M
BCM
184
Brown Capital Management
Maryland
$5.46M -$304K -581 -5%
SIA
185
Sit Investment Associates
Minnesota
$5.23M
FAF
186
Första AP-fonden
Sweden
$5.12M
II
187
IFM Investors
Australia
$5.12M +$146K +279 +3%
CW
188
Connectus Wealth
Ohio
$5.06M
SCM
189
Silvant Capital Management
Georgia
$5.03M -$66.3K -127 -1%
GPGA
190
Grandeur Peak Global Advisors
Utah
$4.94M -$5.18M -9,911 -50%
IMPI
191
Ilmarinen Mutual Pension Insurance
Finland
$4.92M
ZDA
192
Zweig-DiMenna Associates
New York
$4.91M +$810K +1,550 +18%
B
193
Bailard
California
$4.86M -$520K -996 -9%
N
194
Numerai
California
$4.8M +$5.09M +9,746 New
Wealthfront Advisers
195
Wealthfront Advisers
California
$4.8M +$3.27M +6,260 +180%
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$4.65M +$133K +254 +3%
KAM
197
Karani Asset Management
New York
$4.5M -$2.84M -5,444 -37%
UIM
198
USS Investment Management
United Kingdom
$4.48M +$261K +499 +6%
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$4.45M -$1.18M -2,268 -20%
BC
200
Burney Company
Virginia
$4.45M +$4.72M +9,039 New

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.