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HubSpot

305 hedge funds and large institutions have $6.78B invested in HubSpot in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

6% more funds holding

Funds holding: 287305 (+18)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

1% more capital invested

Capital invested by funds: $6.69B → $6.78B (+$93.2M)

3.3% less ownership

Funds ownership: 97.82%94.52% (-3.3%)

20% less call options, than puts

Call options by funds: $68.4M | Put options by funds: $85.8M

Holders
305
Holders Change
+18
Holders Change %
+6.27%
% of All Funds
6.62%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
64
Increased
99
Reduced
92
Closed
43
Calls
$68.4M
Puts
$85.8M
Net Calls
-$17.4M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
276
Sageworth Trust
Pennsylvania
$21K -$18K -103 -45%
Bessemer Group
277
Bessemer Group
New Jersey
$20K
ATC
278
Adirondack Trust Company
New York
$14K
BCA
279
Berman Capital Advisors
Georgia
$14K
CCA
280
Catalyst Capital Advisors
New York
$13K +$2.62K +15 +25%
ACS
281
Archford Capital Strategies
Illinois
$10K
SPIA
282
Steward Partners Investment Advisory
New York
$10K +$10.8K +62 New
CBT
283
Capital Bank & Trust
California
$9K
QCG
284
Quadrant Capital Group
Ohio
$9K
RCAG
285
Rehmann Capital Advisory Group
Michigan
$8.53K
WEC
286
Winslow Evans & Crocker
Massachusetts
$8K -$2.1K -12 -21%
LC
287
Lindbrook Capital
California
$8K
RWA
288
Ropes Wealth Advisors
Massachusetts
$7K
PCG
289
Private Capital Group
Connecticut
$7K +$2.97K +17 +47%
ST
290
Smithfield Trust
Pennsylvania
$6K
CFGS
291
Concourse Financial Group Securities
Alabama
$5K
TFS
292
TrustCore Financial Services
Tennessee
$5K
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$5K +$5.24K +30 New
BWA
294
BDO Wealth Advisors
Florida
$4K
PAI
295
Pittenger & Anderson Inc
Nebraska
$3K
MIM
296
Macroview Investment Management
Maryland
$3K +$3.14K +18 New
APC
297
Aspire Private Capital
North Carolina
$2K
FRA
298
Front Row Advisors
California
$2K
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$2K +$698 +4 +80%
PCP
300
Proficio Capital Partners
Massachusetts
$2K +$873 +5 +100%

HUBS Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2019, worth a combined $6.78B — up 1.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HUBS positions and 43 closed out — a net gain of 21 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Invesco, adding an estimated $65.7M. The largest seller was BlackRock, cutting an estimated $128M.

  • 305 institutional investors held HubSpot (HUBS) as of Q2 2019, up from 287 in Q1 2019.
  • Funds reported $6.78B of HubSpot stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 64 funds opened new HubSpot positions in Q2 2019 and 43 closed out, a net change of +21 holders.
  • The largest HubSpot buyer in Q2 2019 was Invesco, an estimated $65.7M added.
  • The largest HubSpot seller in Q2 2019 was BlackRock, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2019.