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HubSpot

250 hedge funds and large institutions have $5.6B invested in HubSpot in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $4.7B → $5.6B (+$901M)

5% more funds holding

Funds holding: 238250 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.64% less ownership

Funds ownership: 98.33%95.7% (-2.6%)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

53% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $69.1M

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
72
Reduced
99
Closed
27
Calls
$32.4M
Puts
$69.1M
Net Calls
-$36.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$23K -$740K -5,380 -97%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$23K
HI
228
Harrington Investments
California
$20K
SWP
229
Stratos Wealth Partners
Ohio
$19K +$16.9K +123 New
TC
230
Truvestments Capital
Florida
$19K +$17.5K +127 New
RFWA
231
RPg Family Wealth Advisory
Massachusetts
$17.1K +$1.93K +14 +14%
RE
232
RBC Europe
United Kingdom
$16.6K +$15.1K +110 New
IUHSA
233
Itau Unibanco Holding S.A.
Brazil
$15K -$153K -1,110 -92%
ATC
234
Adirondack Trust Company
New York
$13K
PG
235
Patten Group
Tennessee
$11K
APA
236
American Portfolios Advisors
New York
$10.7K
CCA
237
Catalyst Capital Advisors
New York
$10K +$2.75K +20 +47%
QCG
238
Quadrant Capital Group
Ohio
$9K
CBT
239
Capital Bank & Trust
California
$8K
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$8K
PCG
241
Private Capital Group
Connecticut
$8K
SPIA
242
Steward Partners Investment Advisory
New York
$8K
ST
243
Smithfield Trust
Pennsylvania
$6K -$1.24K -9 -19%
RWA
244
Ropes Wealth Advisors
Massachusetts
$6K
CTB
245
Country Trust Bank
Illinois
$5K
MA
246
MCF Advisors
Kentucky
$5K +$4.26K +31 New
WEC
247
Winslow Evans & Crocker
Massachusetts
$4K -$1.38K -10 -38%
TFS
248
TrustCore Financial Services
Tennessee
$4K
PAI
249
Pittenger & Anderson Inc
Nebraska
$3K
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$1K +$825 +6 New

HUBS Hedge Fund Activity: Q3 2018 in Review

250 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2018, worth a combined $5.6B — up 19% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HUBS positions and 27 closed out — a net gain of 14 holders — while 72 added to existing stakes and 99 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $162M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 250 institutional investors held HubSpot (HUBS) as of Q3 2018, up from 238 in Q2 2018.
  • Funds reported $5.6B of HubSpot stock for Q3 2018, up 19% quarter-over-quarter.
  • 41 funds opened new HubSpot positions in Q3 2018 and 27 closed out, a net change of +14 holders.
  • The largest HubSpot buyer in Q3 2018 was Capital Research Global Investors, an estimated $162M added.
  • The largest HubSpot seller in Q3 2018 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2018.