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HubSpot

628 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 201 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 201

0.4% less ownership

Funds ownership: 92.07%91.67% (-0.4%)

5% less funds holding

Funds holding: 661628 (-33)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less capital invested

Capital invested by funds: $28.4B → $20.5B (-$7.93B)

36% less call options, than puts

Call options by funds: $260M | Put options by funds: $404M

Holders
628
Holders Change
-33
Holders Change %
-4.99%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
258
Reduced
201
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
351
Kornitzer Capital Management
Kansas
$629K +$266K +550 +71%
OQS
352
Occudo Quantitative Strategies
Florida
$628K +$289K +596 +82%
KLC
353
Knowledge Leaders Capital
Colorado
$619K
RI
354
Redwood Investments
Massachusetts
$606K -$88.7K -183 -13%
SFG
355
Synergy Financial Group
California
$606K -$1.45K -3 -0.2%
M&T Bank
356
M&T Bank
New York
$591K +$17K +35 +3%
CB
357
Commerce Bank
Missouri
$590K +$263K +543 +78%
AWS
358
Atria Wealth Solutions
New York
$585K +$596K +1,231 New
FA
359
FDx Advisors
Illinois
$580K +$188K +388 +47%
AWM
360
Avior Wealth Management
Nebraska
$567K -$99.8K -206 -15%
PI
361
PEAK6 Investments
Illinois
$565K +$576K +1,188 New
HighTower Advisors
362
HighTower Advisors
Illinois
$562K -$279K -575 -33%
BAM
363
Berkshire Asset Management
Pennsylvania
$562K +$188K +389 +49%
KA
364
Kovack Advisors
Florida
$559K -$141K -291 -20%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$549K +$2.91K +6 +0.5%
SLWA
366
San Luis Wealth Advisors
California
$548K +$403K +832 New
AWS
367
AJ Wealth Strategies
New York
$532K
FFA
368
First Foundation Advisors
California
$516K +$1.45K +3 +0.3%
OPPTF
369
OPSEU Pension Plan Trust Fund
Ontario, Canada
$514K +$8.24K +17 +2%
LWAC
370
Laurel Wealth Advisors (California)
California
$500K +$509K +1,051 New
NIP
371
Nicholas Investment Partners
California
$498K -$4.41M -9,102 -90%
GC
372
Guggenheim Capital
Illinois
$494K -$173K -358 -26%
ANI
373
American National Insurance
Texas
$483K -$133K -275 -21%
ETC
374
Exchange Traded Concepts
Oklahoma
$475K -$783K -1,617 -62%
AFG
375
Albion Financial Group
Utah
$475K

HUBS Hedge Fund Activity: Q1 2022 in Review

628 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2022, worth a combined $20.5B — down 28% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of HUBS and 82 opened new positions — a net loss of 26 holders — while 201 trimmed existing stakes and 258 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $290M. The largest seller was Jennison Associates, cutting an estimated $258M.

  • 628 institutional investors held HubSpot (HUBS) as of Q1 2022, down from 661 in Q4 2021.
  • Funds reported $20.5B of HubSpot stock for Q1 2022, down 28% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q1 2022 and 108 closed out, a net change of -26 holders.
  • The largest HubSpot buyer in Q1 2022 was Durable Capital Partners, an estimated $290M added.
  • The largest HubSpot seller in Q1 2022 was Jennison Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.