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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
FAIM
401
Financial Advocates Investment Management
Washington
$207K +$200K +456 New
SWP
402
Stratos Wealth Partners
Ohio
$206K -$65.5K -149 -25%
KP
403
Keel Point
Alabama
$202K +$195K +444 New
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$116K -263 -38%
VFA
405
Valeo Financial Advisors
Indiana
$186K +$15.4K +35 +9%
SPIA
406
Steward Partners Investment Advisory
New York
$181K +$49.2K +112 +39%
WWM
407
Wolff Wiese Magana
California
$181K +$3.52K +8 +2%
APA
408
American Portfolios Advisors
New York
$169K +$1.76K +4 +1%
AIM
409
Arcadia Investment Management
Michigan
$166K
HFM
410
Harvest Fund Management
China
$164K +$13.2K +30 +9%
GWSG
411
GPS Wealth Strategies Group
Colorado
$163K +$159K +361 New
HIA
412
Harbor Investment Advisory
Maryland
$156K
DWP
413
Destiny Wealth Partners
Florida
$144K
PA
414
Parallel Advisors
California
$132K +$10.1K +23 +9%
HWA
415
HHM Wealth Advisors
Tennessee
$119K
CAPTRUST Financial Advisors
416
CAPTRUST Financial Advisors
North Carolina
$114K +$97.1K +221 +737%
CA
417
Clearstead Advisors
Ohio
$113K
CFB
418
Cullen/Frost Bankers
Texas
$109K
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$105K +$51.8K +118 +103%
FHA
420
First Horizon Advisors
Tennessee
$104K -$15.4K -35 -13%
GAAM
421
Guinness Atkinson Asset Management
California
$100K +$87K +198 +900%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$96K +$92.7K +211 New
CFG
423
CKW Financial Group
Hawaii
$92K
HPC
424
HM Payson & Co
Maine
$92K
S
425
SignatureFD
Georgia
$89K +$25.9K +59 +43%

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.