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HubSpot

287 hedge funds and large institutions have $6.69B invested in HubSpot in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $4.82B → $6.69B (+$1.87B)

15% more funds holding

Funds holding: 250287 (+37)

0.01% more ownership

Funds ownership: 97.81%97.82% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 99

12% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $75.7M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
+37
Holders Change %
+14.8%
% of All Funds
6.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
65
Increased
89
Reduced
99
Closed
27
Calls
$66.5M
Puts
$75.7M
Net Calls
-$9.16M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
276
BDO Wealth Advisors
Florida
$4K +$3.64K +23 New
MA
277
MCF Advisors
Kentucky
$3K -$1.11K -7 -28%
PAI
278
Pittenger & Anderson Inc
Nebraska
$3K
PFO
279
Pathstone Family Office
New Jersey
$3K +$2.53K +16 New
APC
280
Aspire Private Capital
North Carolina
$2K
FRA
281
Front Row Advisors
California
$2K
GT
282
Glenmede Trust
Pennsylvania
$1.09K -$119K -750 -10%
AIA
283
Alera Investment Advisors
Illinois
$1K
TNBTD
284
Trustmark National Bank Trust Department
Mississippi
$1K
PCP
285
Proficio Capital Partners
Massachusetts
$1K +$792 +5 New
Rockefeller Capital Management
286
Rockefeller Capital Management
New York
$1K +$792 +5 New
TIM
287
Tortoise Investment Management
New York
$1K +$950 +6 New
1832 Asset Management
288
1832 Asset Management
Ontario, Canada
-$47.5M -388,000 Closed
NPCM
289
North Peak Capital Management
New York
-$15.4M -122,461 Closed
Nomura Holdings
290
Nomura Holdings
Japan
-$5.52M -44,070 Closed
JM
291
Jeneq Management
New York
-$3.65M -29,027 Closed
3C
292
361 Capital
Colorado
-$2.31M -18,371 Closed
MC
293
Maplelane Capital
New York
-$1.64M -13,007 Closed
Verition Fund Management
294
Verition Fund Management
Connecticut
-$1.56M -12,400 Closed
BIM
295
Bogle Investment Management
Massachusetts
-$1.43M -11,400 Closed
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
-$1.18M -9,400 Closed
Mitsubishi UFJ Trust & Banking
297
Mitsubishi UFJ Trust & Banking
Japan
-$857K -6,816 Closed
PVAM
298
Pacific View Asset Management
California
-$661K -5,257 Closed
Wolverine Trading
299
Wolverine Trading
Illinois
-$616K -3,888 Closed
JG
300
Jefferies Group
New York
-$274K -2,179 Closed

HUBS Hedge Fund Activity: Q1 2019 in Review

287 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2019, worth a combined $6.69B — up 39% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HUBS positions and 27 closed out — a net gain of 38 holders — while 89 added to existing stakes and 99 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 287 institutional investors held HubSpot (HUBS) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.69B of HubSpot stock for Q1 2019, up 39% quarter-over-quarter.
  • 65 funds opened new HubSpot positions in Q1 2019 and 27 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q1 2019 was Capital International Investors, an estimated $211M added.
  • The largest HubSpot seller in Q1 2019 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.