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HubSpot

597 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 218 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

18% more capital invested

Capital invested by funds: $24.6B → $28.9B (+$4.33B)

12% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 194

10% more funds holding

Funds holding: 545597 (+52)

0.64% more ownership

Funds ownership: 91.21%91.85% (+0.64%)

54% less call options, than puts

Call options by funds: $411M | Put options by funds: $886M

Holders
597
Holders Change
+52
Holders Change %
+9.54%
% of All Funds
10.45%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
218
Reduced
194
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$1.2M -$20K -31 -2%
ACM
302
AlphaCrest Capital Management
New York
$1.2M +$1.14M +1,767 New
CCG
303
Capital CS Group
California
$1.18M +$1.11M +1,725 New
RI
304
Ridgewood Investments
New Jersey
$1.12M -$25.8K -40 -2%
RI
305
Redwood Investments
Massachusetts
$1.1M
PP
306
PDT Partners
New York
$1.08M -$71.5K -111 -6%
AWM
307
Avior Wealth Management
Nebraska
$1.04M
MFW
308
Meristem Family Wealth
Minnesota
$1.03M
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$1.03M
CIS
310
Capital International Sarl
California
$1.02M +$33.5K +52 +4%
AWCI
311
Alpine Woods Capital Investors
New York
$1.01M -$322K -500 -25%
CAM
312
Cresset Asset Management
Illinois
$1.01M +$110K +170 +13%
GC
313
Guggenheim Capital
Illinois
$1.01M +$132K +205 +16%
KA
314
Kovack Advisors
Florida
$993K +$2.58K +4 +0.3%
TFS
315
TrustCore Financial Services
Tennessee
$993K +$26.4K +41 +3%
AC
316
Avestar Capital
New York
$990K +$106K +164 +13%
ANRIA
317
American National Registered Investment Advisor
Texas
$973K -$1.93K -3 -0.2%
William Blair & Company
318
William Blair & Company
Illinois
$957K +$77.3K +120 +9%
BMSSC
319
B. Metzler seel. Sohn & Co
Germany
$953K -$21.3K -33 -2%
FHA
320
Flagship Harbor Advisors
Massachusetts
$952K
VPIM
321
Vanguard Personalized Indexing Management
California
$942K +$67.6K +105 +8%
LA
322
Legacy Advisors
Pennsylvania
$931K +$644 +1 +0.1%
PWA
323
Phoenix Wealth Advisors
North Carolina
$915K +$17.4K +27 +2%
S
324
Seeyond
France
$911K -$110K -171 -11%
AWS
325
AJ Wealth Strategies
New York
$909K -$225K -350 -21%

HUBS Hedge Fund Activity: Q3 2021 in Review

597 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2021, worth a combined $28.9B — up 18% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HUBS positions and 53 closed out — a net gain of 56 holders — while 218 added to existing stakes and 194 trimmed.

The largest buyer was Jennison Associates, adding an estimated $635M. The largest seller was Capital World Investors, cutting an estimated $386M.

  • 597 institutional investors held HubSpot (HUBS) as of Q3 2021, up from 545 in Q2 2021.
  • Funds reported $28.9B of HubSpot stock for Q3 2021, up 18% quarter-over-quarter.
  • 109 funds opened new HubSpot positions in Q3 2021 and 53 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q3 2021 was Jennison Associates, an estimated $635M added.
  • The largest HubSpot seller in Q3 2021 was Capital World Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2021.