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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
APA
251
American Portfolios Advisors
New York
$23.4K +$3.96K +25 +22%
TC
252
Truvestments Capital
Florida
$22K +$21.2K +134 New
RFWA
253
RPg Family Wealth Advisory
Massachusetts
$21.3K +$2.38K +15 +13%
Bessemer Group
254
Bessemer Group
New Jersey
$20K +$19K +120 New
ATC
255
Adirondack Trust Company
New York
$16K
BCA
256
Berman Capital Advisors
Georgia
$14K +$4.43K +28 +47%
BBHC
257
Brown Brothers Harriman & Co
New York
$14K +$13.8K +87 New
IUHSA
258
Itau Unibanco Holding S.A.
Brazil
$12K
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.1K +70 New
AS
260
Altshuler Shaham
Israel
$11K +$10.6K +67 New
WCM
261
WealthBridge Capital Management
Ohio
$10K -$1.9K -12 -18%
ACS
262
Archford Capital Strategies
Illinois
$10K
CCA
263
Catalyst Capital Advisors
New York
$10K +$792 +5 +9%
WEC
264
Winslow Evans & Crocker
Massachusetts
$10K +$6.65K +42 +263%
QCG
265
Quadrant Capital Group
Ohio
$9K
RCAG
266
Rehmann Capital Advisory Group
Michigan
$8.31K
CBT
267
Capital Bank & Trust
California
$8K
LC
268
Lindbrook Capital
California
$8K +$7.92K +50 New
KPW
269
Kore Private Wealth
New York
$7K
RWA
270
Ropes Wealth Advisors
Massachusetts
$7K
LFA
271
Legacy Financial Advisors
Kentucky
$7K +$6.81K +43 New
PCG
272
Private Capital Group
Connecticut
$6K -$2.69K -17 -32%
ST
273
Smithfield Trust
Pennsylvania
$6K
TFS
274
TrustCore Financial Services
Tennessee
$5K +$4.43K +28 New
CFGS
275
Concourse Financial Group Securities
Alabama
$5K +$5.07K +32 New

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.