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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
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$561K +$104K +161 +24%
SF
377
Symphony Financial
Texas
$556K
CB
378
Commerce Bank
Missouri
$554K -$26.4K -41 -5%
IC
379
IEQ Capital
California
$546K +$233K +362 +81%
WI
380
WrapManager Inc
California
$544K +$519K +805 New
MAM
381
Meeder Asset Management
Ohio
$524K -$1.14M -1,767 -70%
PNC Financial Services Group
382
PNC Financial Services Group
Pennsylvania
$521K -$56.1K -87 -10%
IA
383
IndexIQ Advisors
New York
$519K +$28.3K +44 +6%
NFG
384
Next Financial Group
Texas
$516K -$9.02K -14 -2%
GA
385
Gateway Advisory
New Jersey
$510K +$486K +754 New
PDN
386
Pensionfund DSM Netherlands
Netherlands
$507K +$483K +750 New
PC
387
Provenire Capital
Minnesota
$504K -$33.5K -52 -7%
HMS
388
Hanseatic Management Services
New Mexico
$501K +$477K +741 New
ZCA
389
Zeke Capital Advisors
Pennsylvania
$498K -$12.9K -20 -3%
Canada Pension Plan Investment Board
390
Canada Pension Plan Investment Board
Ontario, Canada
$496K -$140K -217 -23%
LFAS
391
Level Four Advisory Services
Texas
$496K -$87.6K -136 -16%
TRCT
392
Tower Research Capital (TRC)
New York
$489K -$5.6M -8,697 -92%
TFCP
393
Twin Focus Capital Partners
Massachusetts
$489K +$14.8K +23 +3%
LS
394
Livforsakringsbolaget Skandia
Sweden
$473K
OQS
395
Occudo Quantitative Strategies
Florida
$473K +$450K +699 New
CMI
396
Clare Market Investments
Texas
$470K +$122K +190 +38%
TC
397
Truvestments Capital
Florida
$467K +$21.9K +34 +5%
HAG
398
HighPoint Advisor Group
Illinois
$466K +$124K +192 +39%
EVM
399
Eaton Vance Management
Massachusetts
$463K +$61.8K +96 +14%
BCM
400
Bayesian Capital Management
New York
$458K -$1.36M -2,110 -76%

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.