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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
FAM
401
Fulcrum Asset Management
United Kingdom
$448K
VI
402
Vestcor Inc
New Brunswick, Canada
$442K -$54.1K -84 -11%
BPA
403
Beacon Pointe Advisors
California
$442K +$28.3K +44 +7%
CIAS
404
Capital Investment Advisory Services
North Carolina
$439K
HCM
405
Hodges Capital Management
Texas
$439K
CCIA
406
Cherry Creek Investment Advisors
Colorado
$437K -$64.4K -100 -13%
EMFAT
407
Emerald Mutual Fund Advisers Trust
Pennsylvania
$433K
WAM
408
World Asset Management
Michigan
$431K -$43.8K -68 -10%
CIBC World Market
409
CIBC World Market
Ontario, Canada
$430K -$38.7K -60 -9%
MAP
410
Moody Aldrich Partners
Massachusetts
$427K -$1.29K -2 -0.3%
DA
411
Duality Advisers
Florida
$417K +$398K +617 New
NIP
412
Nicholas Investment Partners
California
$413K +$394K +611 New
RJT
413
Raymond James Trust
Florida
$408K +$107K +166 +38%
Baird Financial Group
414
Baird Financial Group
Wisconsin
$408K +$389K +604 New
BWP
415
Baldwin Wealth Partners
Massachusetts
$406K
CG
416
Cutler Group
California
$405K +$387K +600 New
Cerity Partners
417
Cerity Partners
New York
$402K +$3.22K +5 +0.8%
SWP
418
Stratos Wealth Partners
Ohio
$401K +$88.9K +138 +30%
HFM
419
Harvest Fund Management
China
$401K +$206K +319 +116%
FP
420
Foundry Partners
Minnesota
$394K +$65.1K +101 +21%
ACA
421
Affinity Capital Advisors
California
$392K
SW
422
SVB Wealth
Massachusetts
$388K -$238K -369 -39%
B
423
Barings
North Carolina
$383K +$365K +566 New
WAG
424
Winthrop Advisory Group
Massachusetts
$382K +$22.5K +35 +7%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$374K +$8.38K +13 +2%

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.