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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
PPP
376
Private Portfolio Partners
New Jersey
$271K -$51.8K -118 -17%
Cerity Partners
377
Cerity Partners
New York
$268K +$259K +589 New
KAS
378
Kestra Advisory Services
Texas
$264K -$14.5K -33 -5%
BNP Paribas Asset Management
379
BNP Paribas Asset Management
France
$263K -$73.4K -167 -22%
ACA
380
Affinity Capital Advisors
California
$263K -$68.5K -156 -21%
SWM
381
Spire Wealth Management
Virginia
$263K +$255K +580 New
SOADOR
382
State of Alaska Department of Revenue
Alaska
$255K -$29.4K -67 -11%
Macquarie Group
383
Macquarie Group
Australia
$253K -$66.3K -151 -21%
BCI
384
Brinker Capital Investments
Pennsylvania
$248K -$7.08M -16,124 -97%
OFS
385
OneAscent Financial Services
Alabama
$248K +$6.59K +15 +3%
MYLI
386
Meiji Yasuda Life Insurance
Japan
$245K +$237K +540 New
WAG
387
Winthrop Advisory Group
Massachusetts
$241K -$8.79K -20 -4%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$241K +$9.67K +22 +4%
MYAM
389
Meiji Yasuda Asset Management
Japan
$240K +$232K +528 New
CCM
390
Coldstream Capital Management
Washington
$236K -$53.6K -122 -19%
SPP
391
Single Point Partners
Massachusetts
$236K +$214K +486 New
BFA
392
Benedict Financial Advisors
Georgia
$234K
SAM
393
Silvercrest Asset Management
New York
$234K +$226K +515 New
CMI
394
Clare Market Investments
Texas
$229K -$43.9K -100 -17%
ER
395
Enlightenment Research
Florida
$227K +$220K +500 New
SC
396
Shay Capital
New York
$227K +$220K +500 New
FRM
397
Fox Run Management
Connecticut
$224K +$217K +493 New
WJWM
398
Williams Jones Wealth Management
New York
$220K -$50.1K -114 -19%
FHC
399
First Heartland Consultants
Missouri
$214K +$207K +472 New
EMFAT
400
Emerald Mutual Fund Advisers Trust
Pennsylvania
$208K +$201K +457 New

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.