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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
ETCM
176
Evolutionary Tree Capital Management
Virginia
$6.92M +$166K +345 +3%
OCBCO
177
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.91M +$274K +570 +5%
Lazard Asset Management
178
Lazard Asset Management
New York
$6.58M -$502K -1,043 -8%
ZDA
179
Zweig-DiMenna Associates
New York
$6.56M +$642K +1,335 +13%
AT
180
AMF Tjänstepension
Sweden
$6.53M
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$6.4M -$627K -1,303 -11%
FAF
182
Fjarde Ap-fonden
Sweden
$6.39M -$192K -400 -4%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$6.39M +$2.14M +4,449 +68%
DekaBank Deutsche Girozentrale
184
DekaBank Deutsche Girozentrale
Germany
$6.38M +$662K +1,376 +15%
MCM
185
Maytus Capital Management
New York
$6.28M +$1.59M +3,312 +44%
PCIG
186
Partners Capital Investment Group
Massachusetts
$6.2M -$2.2M -4,583 -30%
SIA
187
Sit Investment Associates
Minnesota
$6.17M
Principal Financial Group
188
Principal Financial Group
Iowa
$6.13M -$19.2M -39,848 -79%
Caisse de Depot et Placement du Quebec (CDPQ)
189
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.11M +$1.2M +2,493 +31%
AAM
190
Ardevora Asset Management
United Kingdom
$6.09M -$4.08M -8,480 -45%
BCM
191
Brown Capital Management
Maryland
$5.96M -$391K -812 -7%
SSA
192
Schonfeld Strategic Advisors
New York
$5.94M +$4.92M +10,230 New
ACM
193
Alight Capital Management
New York
$5.81M +$4.81M +10,000 New
IMPI
194
Ilmarinen Mutual Pension Insurance
Finland
$5.8M
CW
195
Connectus Wealth
Ohio
$5.77M -$160K -332 -3%
SCM
196
Silvant Capital Management
Georgia
$5.73M -$162K -336 -3%
KJHP
197
K.J. Harrison & Partners
Ontario, Canada
$5.53M +$4.58M +9,520 New
AAMU
198
APG Asset Management US
New York
$5.49M +$4.55M +9,460 New
FAF
199
Första AP-fonden
Sweden
$5.4M -$529K -1,100 -11%
BC
200
Burney Company
Virginia
$5.39M +$115K +240 +3%

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.