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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
PP
201
Prudential plc
United Kingdom
$5.32M +$417K +867 +10%
UIM
202
USS Investment Management
United Kingdom
$5.28M
GPGA
203
Grandeur Peak Global Advisors
Utah
$5.11M -$592K -1,231 -12%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$5.06M -$4.98M -10,343 -54%
B
205
Bailard
California
$5.04M -$570K -1,185 -12%
GS
206
GTS Securities
New York
$4.98M +$3.55M +7,383 +622%
AS
207
Aware Super
Australia
$4.96M +$5.94M +12,350 New
TC
208
Tairen Capital
Hong Kong
$4.91M +$4.07M +8,456 New
BBVA
209
Banco Bilbao Vizcaya Argentaria
Spain
$4.83M -$94.8K -197 -2%
CIP
210
Chartwell Investment Partners
Pennsylvania
$4.69M +$1.43M +2,979 +58%
EGM
211
Engineers Gate Manager
New York
$4.65M -$4.09M -8,504 -51%
DM
212
Diker Management
New York
$4.64M -$481K -1,000 -11%
URS
213
Utah Retirement Systems
Utah
$4.57M +$15.4K +32 +0.4%
AssetMark Inc
214
AssetMark Inc
California
$4.46M +$619K +1,286 +20%
HCA
215
Harbour Capital Advisors
Virginia
$4.45M +$3.37K +7 +0.1%
TAF
216
Tredje AP-fonden
Sweden
$4.42M -$86.6K -180 -2%
SGI
217
Summit Global Investments
Utah
$4.16M +$1.26M +2,615 +57%
EAM
218
Erste Asset Management
Austria
$4.12M +$3.37M +7,000 New
Wealthfront Advisers
219
Wealthfront Advisers
California
$4.1M -$1.29M -2,687 -28%
HNWAG
220
High Net Worth Advisory Group
Florida
$3.91M -$118K -245 -4%
Brown Advisory
221
Brown Advisory
Maryland
$3.9M -$48.6K -101 -1%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$3.83M -$5.93M -12,322 -65%
BAAM
223
Baker Avenue Asset Management
California
$3.71M +$160K +332 +5%
X
224
Xponance
Pennsylvania
$3.66M -$154K -320 -5%
SC
225
Slow Capital
California
$3.66M +$34.2K +71 +1%

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.