We are live on ! Find out more
HUBS icon

HubSpot
HUBS

636 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 226 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 54

47% more capital invested

Capital invested by funds: $13.1B → $19.2B (+$6.14B)

26% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 179

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

11% more funds holding

Funds holding: 575 → 636 (+61)

2.32% less ownership

Funds ownership: 93.37% → 91.05% (-2.3%)

23% less call options, than puts

Call options by funds: $229M | Put options by funds: $297M

Holders
636
Holders Change
+61
Holders Change %
+10.61%
% of All Funds
10.14%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
126
Increased
226
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$511M
2
Invesco
Invesco
Georgia
+$197M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$197M
4
Bank of America
Bank of America
North Carolina
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$733M
2
Jennison Associates
Jennison Associates
New York
-$202M
3
Amundi
Amundi
France
-$143M
4
NPCM
North Peak Capital Management
New York
-$139M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$87.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
201
Engineers Gate Manager
New York
$4.03M +$2.85M +7,814 +495%
Osaic Holdings
202
Osaic Holdings
Arizona
$3.97M +$1.37M +3,757 +68%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$3.93M +$824K +2,259 +33%
BCM
204
Brown Capital Management
Maryland
$3.87M +$723K +1,980 +28%
PP
205
Prudential plc
United Kingdom
$3.81M +$132K +361 +4%
II
206
IFM Investors
Australia
$3.75M +$267K +733 +9%
SGI
207
Summit Global Investments
Utah
$3.74M +$3.19M +8,732 New
HCA
208
Harbour Capital Advisors
Virginia
$3.71M +$13.5K +37 +0.4%
BAAM
209
Baker Avenue Asset Management
California
$3.7M -$22.3K -61 -0.7%
UIM
210
USS Investment Management
United Kingdom
$3.68M +$139K +381 +5%
URS
211
Utah Retirement Systems
Utah
$3.54M – – –
AQR Capital Management
212
AQR Capital Management
Connecticut
$3.52M -$2.23M -6,102 -42%
Creative Planning
213
Creative Planning
Kansas
$3.51M -$114K -313 -4%
MCM
214
Maytus Capital Management
New York
$3.43M +$2.92M +8,000 New
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$3.42M +$363K +994 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.29M -$2.49M -6,815 -47%
B
217
Bailard
California
$3.22M +$330K +905 +14%
SWM
218
Spire Wealth Management
Virginia
$3.15M +$2.65M +7,250 +7,474%
OAM
219
Oppenheimer Asset Management
New York
$3.01M -$155K -424 -6%
BBVA
220
Banco Bilbao Vizcaya Argentaria
Spain
$2.96M +$51.5K +141 +2%
HNWAG
221
High Net Worth Advisory Group
Florida
$2.91M – – –
PI
222
PEAK6 Investments
Illinois
$2.86M +$2.44M +6,679 +222,633%
II
223
Inspire Investing
Idaho
$2.8M +$106K +290 +5%
SC
224
Slow Capital
California
$2.75M +$134K +368 +6%
X
225
Xponance
Pennsylvania
$2.71M +$23.7K +65 +1%
7 8
9
10 11

HUBS Hedge Fund Activity: Q1 2023 in Review

636 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2023, worth a combined $19.2B — up 47% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new HUBS positions and 54 closed out — a net gain of 72 holders — while 226 added to existing stakes and 179 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $733M.

  • 636 institutional investors held HubSpot (HUBS) as of Q1 2023, up from 575 in Q4 2022.
  • Funds reported $19.2B of HubSpot stock for Q1 2023, up 47% quarter-over-quarter.
  • 126 funds opened new HubSpot positions in Q1 2023 and 54 closed out, a net change of +72 holders.
  • The largest HubSpot buyer in Q1 2023 was JP Morgan Chase, an estimated $511M added.
  • The largest HubSpot seller in Q1 2023 was T. Rowe Price Associates, an estimated $733M sold.

Based on aggregated 13F filings for Q1 2023.