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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
AssetMark Inc
201
AssetMark Inc
California
$5.45M +$615K +1,023 +13%
LGF
202
LGT Group Foundation
Liechtenstein
$5.41M -$6.4M -10,648 -55%
AT
203
AMF Tjänstepension
Sweden
$5.35M -$1.62M -2,700 -24%
GS
204
GTS Securities
New York
$5.35M -$18.6K -31 -0.4%
X
205
Xponance
Pennsylvania
$5.28M +$1.28M +2,122 +34%
BBVA
206
Banco Bilbao Vizcaya Argentaria
Spain
$5.12M -$92.5K -154 -2%
HCA
207
Harbour Capital Advisors
Virginia
$5.1M +$6.01K +10 +0.1%
URS
208
Utah Retirement Systems
Utah
$5.02M +$84.7K +141 +2%
PRC
209
Pearl River Capital
Michigan
$5M +$1.04M +1,729 +28%
CIP
210
Chartwell Investment Partners
Pennsylvania
$4.94M -$118K -197 -2%
TAF
211
Tredje AP-fonden
Sweden
$4.92M +$150K +250 +3%
Wealthfront Advisers
212
Wealthfront Advisers
California
$4.86M +$423K +704 +10%
AGM
213
Aragon Global Management
Florida
$4.76M +$4.56M +7,590 New
AAF
214
Andra AP-fonden
Sweden
$4.7M +$4.51M +7,500 New
TI
215
Trexquant Investment
Connecticut
$4.46M +$4.28M +7,116 New
HNWAG
216
High Net Worth Advisory Group
Florida
$4.22M
MML Investors Services
217
MML Investors Services
Massachusetts
$4.06M +$445K +740 +13%
SC
218
Slow Capital
California
$4M +$51.1K +85 +1%
BAAM
219
Baker Avenue Asset Management
California
$3.95M -$49.3K -82 -1%
QCM
220
Quantinno Capital Management
New York
$3.94M +$108K +179 +3%
CSS
221
Cubist Systematic Strategies
Connecticut
$3.9M +$3.74M +6,220 New
ELI
222
Empire Life Investments
Ontario, Canada
$3.89M -$53.5K -89 -1%
RL
223
Retireful LLC
Michigan
$3.8M +$2.24M +3,723 +159%
Creative Planning
224
Creative Planning
Kansas
$3.78M +$199K +331 +6%
HighTower Advisors
225
HighTower Advisors
Illinois
$3.77M +$1.46M +2,435 +68%

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.