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HubSpot

295 hedge funds and large institutions have $5.97B invested in HubSpot in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 109 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 109

1.88% less ownership

Funds ownership: 94.52%92.64% (-1.9%)

3% less funds holding

Funds holding: 305295 (-10)

12% less capital invested

Capital invested by funds: $6.78B → $5.97B (-$816M)

18% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $110M

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
295
Holders Change
-10
Holders Change %
-3.28%
% of All Funds
6.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
35
Increased
100
Reduced
109
Closed
45
Calls
$90.3M
Puts
$110M
Net Calls
-$19.9M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$49K -$4.13K -23 -7%
APA
252
American Portfolios Advisors
New York
$44.9K +$18K +100 +51%
RE
253
RBC Europe
United Kingdom
$39.4K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$39K +$44.6K +248 +2,756%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$37K
HFM
256
Harvest Fund Management
China
$33K -$34.9K -194 -47%
US Bancorp
257
US Bancorp
Minnesota
$32K -$26.8K -149 -41%
CIAS
258
Capital Investment Advisory Services
North Carolina
$30K
BBHC
259
Brown Brothers Harriman & Co
New York
$29K
SIC
260
Salem Investment Counselors
North Carolina
$29K
BFEC
261
Benjamin F. Edwards & Company
Missouri
$23K
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$19.4K
AW
263
Alpha Windward
Massachusetts
$19K
ST
264
Sageworth Trust
Pennsylvania
$19K
TC
265
Truvestments Capital
Florida
$18K -$2.52K -14 -10%
Bessemer Group
266
Bessemer Group
New Jersey
$18K
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$16K +$19K +106 New
LC
268
Lindbrook Capital
California
$15K +$8.98K +50 +100%
SIAS
269
Shine Investment Advisory Services
Colorado
$14K +$16.2K +90 New
Lazard Asset Management
270
Lazard Asset Management
New York
$14K +$17.1K +95 New
ATC
271
Adirondack Trust Company
New York
$13K
BCA
272
Berman Capital Advisors
Georgia
$12K -$1.26K -7 -8%
QCG
273
Quadrant Capital Group
Ohio
$9K
CBT
274
Capital Bank & Trust
California
$8K
WEC
275
Winslow Evans & Crocker
Massachusetts
$8K

HUBS Hedge Fund Activity: Q3 2019 in Review

295 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2019, worth a combined $5.97B — down 12% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HUBS and 35 opened new positions — a net loss of 10 holders — while 109 trimmed existing stakes and 100 added.

The largest buyer was Citadel Advisors, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $73.9M.

  • 295 institutional investors held HubSpot (HUBS) as of Q3 2019, down from 305 in Q2 2019.
  • Funds reported $5.97B of HubSpot stock for Q3 2019, down 12% quarter-over-quarter.
  • 35 funds opened new HubSpot positions in Q3 2019 and 45 closed out, a net change of -10 holders.
  • The largest HubSpot buyer in Q3 2019 was Citadel Advisors, an estimated $148M added.
  • The largest HubSpot seller in Q3 2019 was Capital Research Global Investors, an estimated $73.9M sold.

Based on aggregated 13F filings for Q3 2019.