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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
SCA
351
Spearhead Capital Advisors
Florida
$709K -$2.58K -4 -0.4%
EI
352
Ethic Inc
New York
$709K +$38K +59 +6%
SP
353
Symmetry Partners
Connecticut
$705K
OPPTF
354
OPSEU Pension Plan Trust Fund
Ontario, Canada
$698K -$13.5K -21 -2%
KAS
355
Kemnay Advisory Services
New York
$694K +$661K +1,026 New
QCM
356
Quantinno Capital Management
New York
$686K +$1.29K +2 +0.2%
PAM
357
Paradigm Asset Management
New York
$676K -$64.4K -100 -9%
AFG
358
Albion Financial Group
Utah
$676K
Schroder Investment Management Group
359
Schroder Investment Management Group
United Kingdom
$664K +$117K +181 +23%
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$621K +$592K +919 New
MC
361
Matisse Capital
Oregon
$608K +$64.4K +100 +13%
BAM
362
Berkshire Asset Management
Pennsylvania
$603K +$575K +892 New
CGH
363
Crossmark Global Holdings
Texas
$602K +$573K +890 New
CAM
364
Concorde Asset Management
Michigan
$596K +$346K +537 +156%
V
365
Veritable
Delaware
$594K +$3.87K +6 +0.7%
SPIA
366
Steward Partners Investment Advisory
New York
$594K +$305K +473 +117%
AIG
367
American International Group
New York
$592K -$43.2K -67 -7%
FA
368
FDx Advisors
Illinois
$592K +$564K +876 New
FTDI
369
First Trust Direct Indexing
Massachusetts
$588K -$10.3K -16 -2%
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$586K +$318K +494 +132%
NFC
371
Northeast Financial Consultants
Connecticut
$583K +$556K +863 New
SWM
372
Spire Wealth Management
Virginia
$580K +$185K +287 +49%
SCA
373
Snowden Capital Advisors
New York
$571K -$2.58K -4 -0.5%
PFWA
374
Paces Ferry Wealth Advisors
Georgia
$567K -$11K -17 -2%
WF
375
Welch & Forbes
Massachusetts
$562K

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.