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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Shell Asset Management
Netherlands
$1.89M -$792K -1,518 -32%
PP
252
Prudential plc
United Kingdom
$1.85M +$1.66M +3,183 New
AC
253
Addison Capital
Pennsylvania
$1.82M +$39.1K +75 +2%
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$1.8M +$40.7K +78 +3%
EGM
255
Engineers Gate Manager
New York
$1.78M -$1.06M -2,041 -40%
CM
256
Castleark Management
Illinois
$1.77M -$266K -510 -14%
P8IP
257
Pier 88 Investment Partners
California
$1.76M
AA
258
Altman Advisors
Illinois
$1.7M +$98K +188 +8%
BCM
259
Bayesian Capital Management
New York
$1.62M -$565K -1,084 -28%
ETC
260
Exchange Traded Concepts
Oklahoma
$1.61M -$29.2K -56 -2%
QI
261
QS Investors
New York
$1.6M -$5.21K -10 -0.4%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$1.58M +$479K +919 +51%
JWS
263
Juncture Wealth Strategies
Arizona
$1.58M -$286K -548 -19%
PG
264
Pendal Group
Australia
$1.51M -$126K -241 -8%
Prudential Financial
265
Prudential Financial
New Jersey
$1.51M -$426K -816 -24%
MAM
266
Meeder Asset Management
Ohio
$1.48M +$896K +1,718 +208%
NIM
267
NXG Investment Management
Texas
$1.46M -$27.6K -53 -2%
AI
268
Atria Investments
North Carolina
$1.46M +$1.31M +2,505 New
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$1.45M +$66.8K +128 +5%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$1.42M
SPC
271
Sigma Planning Corp
Michigan
$1.42M +$677K +1,298 +114%
Wealthfront Advisers
272
Wealthfront Advisers
California
$1.42M +$1.27M +2,437 New
ProShare Advisors
273
ProShare Advisors
Maryland
$1.39M +$89.2K +171 +8%
SCF
274
Sante Capital Fund
Texas
$1.24M +$1.11M +2,133 New
AWA
275
Alta Wealth Advisors
Massachusetts
$1.22M +$34.4K +66 +3%

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.