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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
376
Apogem Capital
New York
$289K +$351K +962 New
MNBTD
377
Moody National Bank Trust Division
Texas
$283K -$372K -1,018 -52%
QCM
378
Quantinno Capital Management
New York
$282K -$387K -1,061 -53%
CP
379
CenterBook Partners
Connecticut
$282K +$342K +937 New
LWAC
380
Laurel Wealth Advisors (California)
California
$281K -$42.4K -116 -11%
AC
381
Avestar Capital
New York
$280K -$918K -2,513 -73%
TC
382
Truvestments Capital
Florida
$279K -$8.4K -23 -2%
PWA
383
Phoenix Wealth Advisors
North Carolina
$273K -$42.7K -117 -11%
PP
384
Paloma Partners
Connecticut
$271K -$991K -2,714 -75%
SCA
385
STALEY CAPITAL ADVISERS
Pennsylvania
$271K +$329K +900 New
SG
386
Stonnington Group
California
$270K -$698K -1,912 -69%
FTDI
387
First Trust Direct Indexing
Massachusetts
$268K +$11.7K +32 +4%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$121K +330 +60%
ZCA
389
Zeke Capital Advisors
Pennsylvania
$259K
Mercer Global Advisors
390
Mercer Global Advisors
Colorado
$258K +$29.9K +82 +11%
KCM
391
Kornitzer Capital Management
Kansas
$256K -$173K -475 -36%
CB
392
Commerce Bank
Missouri
$256K -$143K -392 -32%
CHP
393
Cable Hill Partners
Oregon
$256K
FCM
394
Fourpath Capital Management
Oklahoma
$256K +$67.6K +185 +28%
DGAM
395
Desjardins Global Asset Management
Quebec, Canada
$252K +$49.7K +136 +19%
RFN
396
Redwood Financial Network
Ohio
$249K +$10.2K +28 +3%
NYLIM
397
New York Life Investment Management
New York
$247K +$300K +821 New
APA
398
American Portfolios Advisors
New York
$246K +$252K +690 +539%
TMAM
399
Tokio Marine Asset Management
Japan
$245K +$69.4K +190 +30%
PFWA
400
Paces Ferry Wealth Advisors
Georgia
$243K +$4.02K +11 +1%

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.