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HubSpot

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 89

4.5% more ownership

Funds ownership: 94.37%98.87% (+4.5%)

2% less call options, than puts

Call options by funds: $94M | Put options by funds: $95.6M

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 289282 (-7)

11% less capital invested

Capital invested by funds: $6.41B → $5.7B (-$712M)

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
Lee Financial
Texas
$9K +$3.99K +24 +53%
AWA
252
Arkadios Wealth Advisors
Georgia
$7.99K
BCA
253
Berman Capital Advisors
Georgia
$7K -$1.16K -7 -11%
CBT
254
Capital Bank & Trust
California
$7K
FRA
255
Front Row Advisors
California
$7K +$2.16K +13 +42%
SSB
256
Sandy Spring Bank
Maryland
$7K +$8.31K +50 New
AIP
257
Ameritas Investment Partners
Nebraska
$7K +$9.14K +55 New
GWM
258
Geneos Wealth Management
Colorado
$7K +$9.97K +60 New
WEC
259
Winslow Evans & Crocker
Massachusetts
$6K
CAGAS
260
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.14K +43 New
RWA
261
Ropes Wealth Advisors
Massachusetts
$5K
ST
262
Smithfield Trust
Pennsylvania
$5K
TC
263
Truvestments Capital
Florida
$5K +$6.31K +38 New
TL
264
TrueWealth LLC
Georgia
$4K
TFS
265
TrustCore Financial Services
Tennessee
$4K
BAM
266
Bellevue Asset Management
Washington
$4K +$1.99K +12 +86%
EI
267
Ellevest Inc
New York
$4K +$5.48K +33 New
KPW
268
Kore Private Wealth
New York
$3K
PAI
269
Pittenger & Anderson Inc
Nebraska
$3K
CAW
270
Cornerstone Advisors (Washington)
Washington
$3K +$2.33K +14 +280%
LWA
271
Lenox Wealth Advisors
New York
$3K +$3.82K +23 New
AF
272
Advisornet Financial
Minnesota
$2K
CFGS
273
Concourse Financial Group Securities
Alabama
$2K
EWP
274
Engrave Wealth Partners
Texas
$2K
ABC
275
Associated Banc-Corp
Wisconsin
$2K +$2.49K +15 New

HUBS Hedge Fund Activity: Q1 2020 in Review

282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2020, worth a combined $5.7B — down 11% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HUBS and 54 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $179M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $94.8M sold.

  • 282 institutional investors held HubSpot (HUBS) as of Q1 2020, down from 289 in Q4 2019.
  • Funds reported $5.7B of HubSpot stock for Q1 2020, down 11% quarter-over-quarter.
  • 54 funds opened new HubSpot positions in Q1 2020 and 57 closed out, a net change of -3 holders.
  • The largest HubSpot buyer in Q1 2020 was T. Rowe Price Associates, an estimated $179M added.
  • The largest HubSpot seller in Q1 2020 was Capital Research Global Investors, an estimated $94.8M sold.

Based on aggregated 13F filings for Q1 2020.