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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more capital invested

Capital invested by funds: $5.7B → $9.5B (+$3.8B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 282337 (+55)

3% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 104

1.9% less ownership

Funds ownership: 98.87%96.97% (-1.9%)

22% less call options, than puts

Call options by funds: $169M | Put options by funds: $218M

Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$14K -$21.9K -122 -66%
BCA
302
Berman Capital Advisors
Georgia
$14K +$719 +4 +7%
TCM
303
Tradewinds Capital Management
Washington
$13K +$10.8K +60 New
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$12K -$5.04K -28 -34%
AIP
305
Ameritas Investment Partners
Nebraska
$12K
EWP
306
Engrave Wealth Partners
Texas
$12K +$6.12K +34 +170%
PIMG
307
Patriot Investment Management Group
Tennessee
$11.2K +$8.99K +50 New
SSB
308
Sandy Spring Bank
Maryland
$11K
CAW
309
Cornerstone Advisors (Washington)
Washington
$11K +$5.21K +29 +153%
WEC
310
Winslow Evans & Crocker
Massachusetts
$10K -$180 -1 -2%
FRA
311
Front Row Advisors
California
$10K
EI
312
Ellevest Inc
New York
$10K +$1.8K +10 +30%
RWA
313
Ropes Wealth Advisors
Massachusetts
$9K
ST
314
Smithfield Trust
Pennsylvania
$9K
AF
315
Advisornet Financial
Minnesota
$8K +$3.6K +20 +143%
SFS
316
Sowell Financial Services
Arkansas
$7K -$43.2K -240 -88%
EARNEST Partners
317
EARNEST Partners
Georgia
$7K +$5.75K +32 New
BAM
318
Bellevue Asset Management
Washington
$6K
TFS
319
TrustCore Financial Services
Tennessee
$6K
PAI
320
Pittenger & Anderson Inc
Nebraska
$5K
Truist Financial
321
Truist Financial
North Carolina
$4K -$3.77M -20,980 -100%
KPW
322
Kore Private Wealth
New York
$4K
TFGT
323
TS Financial Group (TSFG)
Illinois
$4K +$3.06K +17 New
LC
324
Lindbrook Capital
California
$4K +$3.6K +20 New
MAM
325
Meeder Asset Management
Ohio
$3K +$540 +3 +27%

HUBS Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2020, worth a combined $9.5B — up 67% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HUBS positions and 43 closed out — a net gain of 56 holders — while 101 added to existing stakes and 104 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 337 institutional investors held HubSpot (HUBS) as of Q2 2020, up from 282 in Q1 2020.
  • Funds reported $9.5B of HubSpot stock for Q2 2020, up 67% quarter-over-quarter.
  • 99 funds opened new HubSpot positions in Q2 2020 and 43 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q2 2020 was T. Rowe Price Associates, an estimated $368M added.
  • The largest HubSpot seller in Q2 2020 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.