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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
301
Meristem Family Wealth
Minnesota
$889K -$105K -201 -12%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$888K +$3.13K +6 +0.4%
S
303
Seeyond
France
$885K -$47.5K -91 -6%
PAG
304
Private Advisor Group
New Jersey
$877K +$313K +601 +66%
KA
305
Kovack Advisors
Florida
$854K +$13K +25 +2%
CIS
306
Capital International Sarl
California
$847K +$153K +294 +25%
EI
307
Ellevest Inc
New York
$843K -$164K -314 -18%
BMSSC
308
B. Metzler seel. Sohn & Co
Germany
$840K -$1.08M -2,067 -59%
ANRIA
309
American National Registered Investment Advisor
Texas
$840K -$6.78K -13 -0.9%
BC
310
BIT Capital
Germany
$833K -$9.21M -17,655 -93%
TFS
311
TrustCore Financial Services
Tennessee
$832K +$719K +1,378 +2,812%
VIA
312
Vident Investment Advisory
Georgia
$828K -$744K -1,426 -50%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$810K +$362K +694 +100%
LA
314
Legacy Advisors
Pennsylvania
$802K
KCM
315
Kornitzer Capital Management
Kansas
$801K -$11.6M -22,238 -94%
PWA
316
Phoenix Wealth Advisors
North Carolina
$798K +$692K +1,326 New
GSC
317
G&S Capital
Colorado
$794K +$369K +708 +108%
MC
318
Maverick Capital
Texas
$791K +$708K +1,358 New
CAM
319
Cresset Asset Management
Illinois
$775K -$1.63M -3,125 -70%
RFC
320
Regions Financial Corp
Alabama
$769K -$26.1K -50 -4%
AC
321
Avestar Capital
New York
$758K
William Blair & Company
322
William Blair & Company
Illinois
$755K -$142K -273 -17%
GC
323
Guggenheim Capital
Illinois
$751K -$176K -337 -21%
VPIM
324
Vanguard Personalized Indexing Management
California
$751K -$57.9K -111 -8%
PAS
325
Park Avenue Securities
New York
$751K +$52.7K +101 +9%

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.