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HubSpot

287 hedge funds and large institutions have $6.69B invested in HubSpot in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $4.82B → $6.69B (+$1.87B)

15% more funds holding

Funds holding: 250287 (+37)

0.01% more ownership

Funds ownership: 97.81%97.82% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 99

12% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $75.7M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
+37
Holders Change %
+14.8%
% of All Funds
6.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
65
Increased
89
Reduced
99
Closed
27
Calls
$66.5M
Puts
$75.7M
Net Calls
-$9.16M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$119K -$29.1K -184 -18%
CG
227
Cutler Group
California
$118K -$15.8K -100 -12%
US Bancorp
228
US Bancorp
Minnesota
$100K -$319K -2,014 -77%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$86K -$26.6K -168 -53%
SPM
230
Symmetry Peak Management
Pennsylvania
$83K +$79.2K +500 New
HFM
231
Harvest Fund Management
China
$82K
AssetMark Inc
232
AssetMark Inc
California
$72K
CAM
233
Cresset Asset Management
Illinois
$71K +$52.6K +332 +339%
ASN
234
Advisory Services Network
Georgia
$68K -$2.38K -15 -4%
MCM
235
McKinley Capital Management
Alaska
$68K
FNC
236
First National Corp
Massachusetts
$55K -$15.8K -100 -23%
MAM
237
Meeder Asset Management
Ohio
$53K +$50.7K +320 New
RCM
238
Riverhead Capital Management
Delaware
$50K -$31.7K -200 -40%
IDBONY
239
Israel Discount Bank of New York
New York
$50K
Twin Tree Management
240
Twin Tree Management
Texas
$48K -$1.09M -6,876 -96%
RE
241
RBC Europe
United Kingdom
$43.2K +$23.8K +150 +136%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$40K
ST
243
Sageworth Trust
Pennsylvania
$38K +$36.3K +229 New
FHA
244
First Horizon Advisors
Tennessee
$36K
RFC
245
Regions Financial Corp
Alabama
$35K
EWM
246
Executive Wealth Management
Michigan
$33K -$634 -4 -2%
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$30K
VFA
248
Valeo Financial Advisors
Indiana
$29K -$2.06K -13 -7%
SIC
249
Salem Investment Counselors
North Carolina
$29K +$29.9K +189 New
BFEC
250
Benjamin F. Edwards & Company
Missouri
$25K

HUBS Hedge Fund Activity: Q1 2019 in Review

287 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2019, worth a combined $6.69B — up 39% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HUBS positions and 27 closed out — a net gain of 38 holders — while 89 added to existing stakes and 99 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 287 institutional investors held HubSpot (HUBS) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.69B of HubSpot stock for Q1 2019, up 39% quarter-over-quarter.
  • 65 funds opened new HubSpot positions in Q1 2019 and 27 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q1 2019 was Capital International Investors, an estimated $211M added.
  • The largest HubSpot seller in Q1 2019 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.