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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B +$21.8M +41,689 +0.9%
BlackRock
2
BlackRock
New York
$1.85B +$16.3M +31,209 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.7B +$61.4M +117,446 +4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.34B +$89M +170,381 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.03B -$4.38M -8,377 -0.4%
ClearBridge Investments
6
ClearBridge Investments
New York
$673M -$31.9M -61,058 -4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$614M +$135M +257,632 +26%
DCP
8
Durable Capital Partners
Maryland
$515M +$42.9M +82,042 +9%
Franklin Resources
9
Franklin Resources
California
$504M +$40.4M +77,346 +8%
ACA
10
Abdiel Capital Advisors
New York
$482M -$81.6M -156,158 -14%
State Street
11
State Street
Massachusetts
$481M +$177K +339 +0%
Artisan Partners
12
Artisan Partners
Wisconsin
$465M -$138M -264,322 -22%
Invesco
13
Invesco
Georgia
$450M +$2.64M +5,049 +0.6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$394M +$6.33M +12,109 +2%
Jennison Associates
15
Jennison Associates
New York
$390M +$364M +696,469 +728%
Goldman Sachs
16
Goldman Sachs
New York
$346M +$49.2M +94,161 +15%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$341M +$11.5M +22,085 +3%
Capital Research Global Investors
18
Capital Research Global Investors
California
$258M -$16.8M -32,166 -6%
WRCM
19
Whale Rock Capital Management
Massachusetts
$243M -$35.2M -67,334 -12%
Norges Bank
20
Norges Bank
Norway
$222M -$17.5M -33,406 -7%
SM
21
SCGE Management
California
$221M +$22.7M +43,545 +11%
Morgan Stanley
22
Morgan Stanley
New York
$210M -$33.8M -64,708 -13%
American Century Companies
23
American Century Companies
Missouri
$208M +$30.6M +58,635 +16%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$206M +$78.1M +149,577 +55%
UBS AM
25
UBS AM
Illinois
$198M +$9.04M +17,297 +5%

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.