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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
ACM
326
AlphaCrest Capital Management
New York
$503K +$223K +508 +85%
QCM
327
Quantinno Capital Management
New York
$501K -$238K -542 -33%
EVM
328
Eaton Vance Management
Massachusetts
$501K +$485K +1,104 New
GW
329
GW & Wade
Massachusetts
$495K +$15.4K +35 +3%
WF
330
Welch & Forbes
Massachusetts
$493K -$1.76K -4 -0.4%
HighTower Advisors
331
HighTower Advisors
Illinois
$492K +$48.8K +111 +12%
GAM
332
Gotham Asset Management
New York
$491K +$94K +214 +25%
RIM
333
Redpoint Investment Management
Australia
$478K +$65.5K +149 +17%
Creative Planning
334
Creative Planning
Kansas
$461K +$194K +442 +77%
RTS
335
Round Table Services
New Jersey
$455K +$879 +2 +0.2%
SI
336
Stephens Inc
Arkansas
$454K
SSG
337
Summit Securities Group
New York
$454K +$439K +1,000 New
SCA
338
Spearhead Capital Advisors
Florida
$442K -$148K -337 -26%
ZCA
339
Zeke Capital Advisors
Pennsylvania
$421K -$94.9K -216 -19%
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
$412K -$2.76M -6,285 -87%
PAG
341
Private Advisor Group
New Jersey
$411K +$29K +66 +8%
SF
342
Symphony Financial
Texas
$400K +$359K +816 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
343
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$399K +$386K +878 New
PCA
344
Personal Capital Advisors
California
$399K +$386K +878 New
CB
345
Commerce Bank
Missouri
$397K -$34.7K -79 -8%
V
346
Veritable
Delaware
$396K +$1.76K +4 +0.5%
FFA
347
First Foundation Advisors
California
$393K +$94.9K +216 +33%
SCA
348
Snowden Capital Advisors
New York
$392K -$41.7K -95 -10%
PFWA
349
Paces Ferry Wealth Advisors
Georgia
$387K -$14.1K -32 -4%
LFAS
350
Level Four Advisory Services
Texas
$380K +$68.1K +155 +23%

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.