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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
301
Stonnington Group
California
$696K +$626K +1,425 New
AAM
302
Advisors Asset Management
Colorado
$695K -$243K -553 -27%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$689K +$3.95K +9 +0.6%
Qube Research & Technologies (QRT)
304
Qube Research & Technologies (QRT)
United Kingdom
$687K +$665K +1,513 New
AS
305
Altshuler Shaham
Israel
$671K -$180K -410 -22%
ANRIA
306
American National Registered Investment Advisor
Texas
$661K +$639K +1,455 New
KA
307
Kovack Advisors
Florida
$654K +$81.3K +185 +15%
IRF
308
IBM Retirement Fund
New York
$642K -$51.8K -118 -8%
VPIM
309
Vanguard Personalized Indexing Management
California
$635K +$172K +392 +39%
LA
310
Legacy Advisors
Pennsylvania
$625K
RFC
311
Regions Financial Corp
Alabama
$622K -$131K -299 -18%
BA
312
Bellwether Advisors
Nebraska
$608K +$589K +1,340 New
B
313
BP
United Kingdom
$575K +$557K +1,267 New
QI
314
Qtron Investments
Massachusetts
$551K +$306K +696 +134%
PAM
315
Paradigm Asset Management
New York
$545K -$43.9K -100 -8%
PAS
316
Park Avenue Securities
New York
$539K +$24.6K +56 +5%
OWM
317
OneAscent Wealth Management
Alabama
$536K +$13.6K +31 +3%
PWLP
318
Prio Wealth Limited Partnership
Massachusetts
$526K
CIS
319
Capital International Sarl
California
$526K +$41.3K +94 +9%
SP
320
Symmetry Partners
Connecticut
$521K +$8.35K +19 +2%
SPC
321
Sigma Planning Corp
Michigan
$517K +$500K +1,139 New
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$508K +$96.7K +220 +24%
TSS
323
Two Sigma Securities
New York
$507K -$309K -704 -39%
M&T Bank
324
M&T Bank
New York
$505K -$58K -132 -11%
NFG
325
Next Financial Group
Texas
$503K +$188K +428 +63%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.