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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
OPS
326
Orion Portfolio Solutions
Nebraska
$3K +$540 +3 +27%
PWMG
327
Prestige Wealth Management Group
New Jersey
$3K +$2.16K +12 New
CCA
328
Column Capital Advisors
Indiana
$3K +$2.52K +14 New
TPCW
329
TD Private Client Wealth
New York
$2.47K
CFGS
330
Concourse Financial Group Securities
Alabama
$2K -$1.08K -6 -43%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$2K +$1.26K +7 New
CAN
332
Cetera Advisor Networks
California
$2K +$1.44K +8 New
KTC
333
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.62K +9 New
CFD
334
Creative Financial Designs
Indiana
$2K +$1.8K +10 New
BFC
335
Bedel Financial Consulting
Indiana
$1K
WOC
336
West Oak Capital
California
$1K +$540 +3 New
LFG
337
Larson Financial Group
Missouri
$1K +$899 +5 New
LPC
338
Lone Pine Capital
Connecticut
-$103M -776,490 Closed
KCM
339
Kensico Capital Management
Connecticut
-$20M -150,000 Closed
DM
340
Diker Management
New York
-$17.8M -133,884 Closed
Lord, Abbett & Co
341
Lord, Abbett & Co
New Jersey
-$11.7M -87,487 Closed
AA
342
Ancora Advisors
Ohio
-$6.83M -51,300 Closed
IMPI
343
Ilmarinen Mutual Pension Insurance
Finland
-$6.66M -50,000 Closed
PI
344
PEAK6 Investments
Illinois
-$6.87M -38,201 Closed
Nordea Investment Management
345
Nordea Investment Management
Sweden
-$4.71M -35,366 Closed
JM
346
Jeneq Management
New York
-$2.62M -19,700 Closed
Squarepoint
347
Squarepoint
New York
-$2.38M -17,887 Closed
AACP
348
Advantage Alpha Capital Partners
California
-$2.04M -15,287 Closed
CM
349
Caption Management
Oklahoma
-$2M -15,000 Closed
Assenagon Asset Management
350
Assenagon Asset Management
Luxembourg
-$1.98M -14,874 Closed

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.