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HubSpot

305 hedge funds and large institutions have $6.78B invested in HubSpot in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

6% more funds holding

Funds holding: 287305 (+18)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

1% more capital invested

Capital invested by funds: $6.69B → $6.78B (+$93.2M)

3.3% less ownership

Funds ownership: 97.82%94.52% (-3.3%)

20% less call options, than puts

Call options by funds: $68.4M | Put options by funds: $85.8M

Holders
305
Holders Change
+18
Holders Change %
+6.27%
% of All Funds
6.62%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
64
Increased
99
Reduced
92
Closed
43
Calls
$68.4M
Puts
$85.8M
Net Calls
-$17.4M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$108K +$110K +633 New
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$86K
MS
253
Mizuho Securities
Japan
$85K -$87.3K -500 -50%
ASN
254
Advisory Services Network
Georgia
$77K +$7.16K +41 +10%
HFM
255
Harvest Fund Management
China
$70K -$15K -86 -17%
AssetMark Inc
256
AssetMark Inc
California
$68K -$6.46K -37 -9%
CIA
257
CSat Investment Advisory
Michigan
$66K +$67.9K +389 New
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$63K -$590K -3,383 -90%
US Bancorp
259
US Bancorp
Minnesota
$61K -$41.9K -240 -40%
FHA
260
First Horizon Advisors
Tennessee
$59K +$22.7K +130 +59%
PRC
261
Pearl River Capital
Michigan
$48K +$48.9K +280 New
RE
262
RBC Europe
United Kingdom
$44.3K
FANJ
263
Financial Architects (New Jersey)
New Jersey
$41K
CIAS
264
Capital Investment Advisory Services
North Carolina
$36K +$34.9K +200 New
EWM
265
Executive Wealth Management
Michigan
$34K
DSC
266
Duncker Streett & Co
Missouri
$34K +$34.9K +200 New
APA
267
American Portfolios Advisors
New York
$33.4K +$9.6K +55 +39%
BBHC
268
Brown Brothers Harriman & Co
New York
$33K +$18.5K +106 +122%
SIC
269
Salem Investment Counselors
North Carolina
$32K
Nisa Investment Advisors
270
Nisa Investment Advisors
Missouri
$31K
VFA
271
Valeo Financial Advisors
Indiana
$30K
BFEC
272
Benjamin F. Edwards & Company
Missouri
$26K
TC
273
Truvestments Capital
Florida
$23K
AW
274
Alpha Windward
Massachusetts
$22K +$21.5K +123 New
RFWA
275
RPg Family Wealth Advisory
Massachusetts
$21.8K

HUBS Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2019, worth a combined $6.78B — up 1.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HUBS positions and 43 closed out — a net gain of 21 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Invesco, adding an estimated $65.7M. The largest seller was BlackRock, cutting an estimated $128M.

  • 305 institutional investors held HubSpot (HUBS) as of Q2 2019, up from 287 in Q1 2019.
  • Funds reported $6.78B of HubSpot stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 64 funds opened new HubSpot positions in Q2 2019 and 43 closed out, a net change of +21 holders.
  • The largest HubSpot buyer in Q2 2019 was Invesco, an estimated $65.7M added.
  • The largest HubSpot seller in Q2 2019 was BlackRock, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2019.