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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
LCM
351
Laurion Capital Management
New York
-$999K -7,500 Closed
CCP
352
Clough Capital Partners
Massachusetts
-$905K -6,797 Closed
PCR
353
Potrero Capital Research
California
-$887K -6,661 Closed
OPFM
354
Optimus Prime Fund Management
Cayman Islands
-$879K -6,600 Closed
CIA
355
Capital Impact Advisors
Massachusetts
-$849K -6,378 Closed
CG
356
Carmignac Gestion
France
-$775K -5,816 Closed
TRSOTSOK
357
Teachers Retirement System of the State of Kentucky
Kentucky
-$707K -5,311 Closed
Walleye Trading
358
Walleye Trading
New York
-$685K -3,808 Closed
PIA
359
Piedmont Investment Advisors
North Carolina
-$479K -3,600 Closed
SIM
360
Spark Investment Management
New York
-$452K -3,400 Closed
JG
361
Jefferies Group
New York
-$440K -3,302 Closed
SS
362
Sunbelt Securities
Texas
-$524K -3,185 Closed
PP
363
PagnatoKarp Partners
Virginia
-$400K -3,000 Closed
ACM
364
AlphaCrest Capital Management
New York
-$376K -2,823 Closed
GCP
365
GSA Capital Partners
United Kingdom
-$369K -2,773 Closed
Connor, Clark & Lunn Investment Management (CC&L)
366
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$300K -2,250 Closed
Group One Trading
367
Group One Trading
Illinois
-$277K -1,542 Closed
NPF
368
Norris Perne & French
Michigan
-$202K -1,517 Closed
Bank Julius Baer & Co
369
Bank Julius Baer & Co
Switzerland
-$104K -781 Closed
ASN
370
Advisory Services Network
Georgia
-$54K -403 Closed
FANJ
371
Financial Architects (New Jersey)
New Jersey
-$32K -243 Closed
WAP
372
Wealthcare Advisory Partners
Pennsylvania
-$28K -211 Closed
PRC
373
Pearl River Capital
Michigan
-$17K -129 Closed
SF
374
Synovus Financial
Georgia
-$15K -98 Closed
GWM
375
Geneos Wealth Management
Colorado
-$7K -60 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.