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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
251
Exchange Traded Concepts
Oklahoma
$1.28M +$14.5K +33 +1%
QI
252
QS Investors
New York
$1.25M +$87.9K +200 +8%
NIM
253
NXG Investment Management
Texas
$1.17M -$256K -583 -19%
SMDAM
254
Sumitomo Mitsui DS Asset Management
Japan
$1.11M
AA
255
Altman Advisors
Illinois
$1.09M +$71.6K +163 +7%
TRCT
256
Tower Research Capital (TRC)
New York
$1.08M +$979K +2,228 +1,558%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$22K -50 -2%
RI
258
Ridgewood Investments
New Jersey
$1.04M
CCG
259
Capital CS Group
California
$1.04M +$1.01M +2,290 New
DCM
260
Driehaus Capital Management
Illinois
$1.01M +$978K +2,226 New
AWS
261
AJ Wealth Strategies
New York
$1.01M -$186K -423 -16%
ProShare Advisors
262
ProShare Advisors
Maryland
$1.01M +$64.6K +147 +7%
WS
263
Wedbush Securities
California
$994K +$579K +1,318 +151%
AWM
264
Avior Wealth Management
Nebraska
$972K -$234K -533 -20%
EOJOAM
265
E. Ohman J:or Asset Management
Sweden
$954K -$43.9K -100 -5%
IMRF
266
Illinois Municipal Retirement Fund
Illinois
$937K
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$937K +$114K +260 +14%
MCM
268
Maryland Capital Management
Maryland
$923K +$400K +910 +81%
AWA
269
Alta Wealth Advisors
Massachusetts
$919K -$96.2K -219 -10%
AWCI
270
Alpine Woods Capital Investors
New York
$908K
AAP
271
Ardsley Advisory Partners
Connecticut
$908K +$879K +2,000 New
Vontobel Holding
272
Vontobel Holding
Switzerland
$903K -$1.08M -2,466 -55%
VFA
273
Values First Advisors
Tennessee
$894K +$57.6K +131 +7%
AIM
274
Aigen Investment Management
New York
$881K -$474K -1,079 -36%
IAA
275
Independent Advisor Alliance
North Carolina
$869K +$5.71K +13 +0.7%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.