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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
401
Baldwin Wealth Partners
Massachusetts
$350K
NA
402
NewEdge Advisors
Louisiana
$346K +$309K +593 New
Cerity Partners
403
Cerity Partners
New York
$343K
PPP
404
Private Portfolio Partners
New Jersey
$341K -$5.21K -10 -2%
ACA
405
Affinity Capital Advisors
California
$338K
MML Investors Services
406
MML Investors Services
Massachusetts
$327K -$636K -1,219 -68%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315K +$61.5K +118 +28%
LOAMS
408
Lombard Odier Asset Management (Switzerland)
Switzerland
$311K +$279K +534 New
MYLI
409
Meiji Yasuda Life Insurance
Japan
$309K -$5.21K -10 -2%
WAG
410
Winthrop Advisory Group
Massachusetts
$309K
MYAM
411
Meiji Yasuda Asset Management
Japan
$308K
IFG
412
Independent Financial Group
California
$301K +$269K +516 New
BFA
413
Benedict Financial Advisors
Georgia
$300K
AS
414
Altshuler Shaham
Israel
$295K -$506K -970 -66%
CMI
415
Clare Market Investments
Texas
$294K
CM
416
Capula Management
Cayman Islands
$292K +$261K +501 New
HAG
417
HighPoint Advisor Group
Illinois
$290K +$259K +497 New
SPP
418
Single Point Partners
Massachusetts
$283K
FP
419
Foundry Partners
Minnesota
$281K +$251K +482 New
GCP
420
GSA Capital Partners
United Kingdom
$281K +$251K +482 New
HSA
421
HBK Sorce Advisory
Pennsylvania
$281K +$251K +482 New
BNP Paribas Asset Management
422
BNP Paribas Asset Management
France
$278K -$53.2K -102 -18%
MWM
423
Minot Wealth Management
Massachusetts
$278K +$251K +482 New
GTCM
424
Gyon Technologies Capital Management
New Jersey
$276K +$247K +474 New
FRM
425
Fox Run Management
Connecticut
$275K -$11K -21 -4%

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.