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HubSpot

295 hedge funds and large institutions have $5.97B invested in HubSpot in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 109 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 109

1.88% less ownership

Funds ownership: 94.52%92.64% (-1.9%)

3% less funds holding

Funds holding: 305295 (-10)

12% less capital invested

Capital invested by funds: $6.78B → $5.97B (-$816M)

18% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $110M

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
295
Holders Change
-10
Holders Change %
-3.28%
% of All Funds
6.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
35
Increased
100
Reduced
109
Closed
45
Calls
$90.3M
Puts
$110M
Net Calls
-$19.9M
Net Calls Change
-$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$6K -$3.06K -17 -32%
RWA
277
Ropes Wealth Advisors
Massachusetts
$6K
ST
278
Smithfield Trust
Pennsylvania
$6K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$6K +$7.37K +41 New
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$5K
MSFP
281
Mark Sheptoff Financial Planning
Connecticut
$5K +$5.57K +31 New
TFS
282
TrustCore Financial Services
Tennessee
$4K
CAW
283
Cornerstone Advisors (Washington)
Washington
$4K +$3.06K +17 +155%
BWA
284
BDO Wealth Advisors
Florida
$3K
MIM
285
Macroview Investment Management
Maryland
$3K
PAI
286
Pittenger & Anderson Inc
Nebraska
$3K
GWAG
287
Garrett Wealth Advisory Group
Texas
$2.73K +$3.23K +18 New
APC
288
Aspire Private Capital
North Carolina
$2K
FRA
289
Front Row Advisors
California
$2K
TIM
290
Tortoise Investment Management
New York
$1K
AS
291
Altshuler Shaham
Israel
$1K +$719 +4 New
BFC
292
Bedel Financial Consulting
Indiana
$1K +$899 +5 New
MAM
293
Meeder Asset Management
Ohio
$1K +$899 +5 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$1K +$1.08K +6 New
GT
295
Glenmede Trust
Pennsylvania
$756 -$1.26K -7 -0.1%
TEE
296
Tibra Equities Europe
United Kingdom
-$8.46M -49,600 Closed
LCG
297
Lisanti Capital Growth
New York
-$4.62M -27,113 Closed
APG Asset Management
298
APG Asset Management
Netherlands
-$2.73M -18,200 Closed
SG Americas Securities
299
SG Americas Securities
New York
-$3.08M -18,045 Closed
MIM
300
MetLife Investment Management
New Jersey
-$2.74M -16,070 Closed

HUBS Hedge Fund Activity: Q3 2019 in Review

295 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2019, worth a combined $5.97B — down 12% from $6.78B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HUBS and 35 opened new positions — a net loss of 10 holders — while 109 trimmed existing stakes and 100 added.

The largest buyer was Citadel Advisors, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $73.9M.

  • 295 institutional investors held HubSpot (HUBS) as of Q3 2019, down from 305 in Q2 2019.
  • Funds reported $5.97B of HubSpot stock for Q3 2019, down 12% quarter-over-quarter.
  • 35 funds opened new HubSpot positions in Q3 2019 and 45 closed out, a net change of -10 holders.
  • The largest HubSpot buyer in Q3 2019 was Citadel Advisors, an estimated $148M added.
  • The largest HubSpot seller in Q3 2019 was Capital Research Global Investors, an estimated $73.9M sold.

Based on aggregated 13F filings for Q3 2019.