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HubSpot

628 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 201 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 201

0.4% less ownership

Funds ownership: 92.07%91.67% (-0.4%)

5% less funds holding

Funds holding: 661628 (-33)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less capital invested

Capital invested by funds: $28.4B → $20.5B (-$7.93B)

36% less call options, than puts

Call options by funds: $260M | Put options by funds: $404M

Holders
628
Holders Change
-33
Holders Change %
-4.99%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
258
Reduced
201
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
401
L.J. Altfest & Co
New York
$392K +$400K +825 New
AAM
402
Ardevora Asset Management
United Kingdom
$380K -$45.5M -93,900 -99%
RFN
403
Redwood Financial Network
Ohio
$380K +$388K +801 New
PAM
404
Paradigm Asset Management
New York
$380K
PFWA
405
Paces Ferry Wealth Advisors
Georgia
$379K +$969 +2 +0.3%
WF
406
Welch & Forbes
Massachusetts
$371K -$484 -1 -0.1%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$369K +$10.7K +22 +3%
RJT
408
Raymond James Trust
Florida
$368K +$41.2K +85 +12%
Cerity Partners
409
Cerity Partners
New York
$367K -$366K -756 -50%
IC
410
IEQ Capital
California
$365K +$43.1K +89 +13%
Loomis, Sayles & Company
411
Loomis, Sayles & Company
Massachusetts
$362K +$369K +762 New
IA
412
IndexIQ Advisors
New York
$355K +$969 +2 +0.3%
CCIA
413
Campbell & Co Investment Adviser
Maryland
$355K +$362K +748 New
TFCP
414
Twin Focus Capital Partners
Massachusetts
$352K +$7.27K +15 +2%
BRWM
415
B. Riley Wealth Management
Tennessee
$348K +$170K +351 +92%
AA
416
Ancora Advisors
Ohio
$345K +$344K +711 +4,444%
IRF
417
IBM Retirement Fund
New York
$340K -$13.1K -27 -4%
VI
418
Vestcor Inc
New Brunswick, Canada
$337K +$77K +159 +29%
PWLP
419
Prio Wealth Limited Partnership
Massachusetts
$336K -$218K -450 -39%
SPIA
420
Steward Partners Investment Advisory
New York
$334K -$58.1K -120 -15%
DGAM
421
Desjardins Global Asset Management
Quebec, Canada
$333K -$15.5K -32 -4%
Acadian Asset Management
422
Acadian Asset Management
Massachusetts
$333K +$112K +232 +49%
NIMI
423
Natixis Investment Managers International
France
$332K +$173K +357 +104%
Canada Pension Plan Investment Board
424
Canada Pension Plan Investment Board
Ontario, Canada
$324K +$86.2K +178 +35%
FP
425
Foundry Partners
Minnesota
$319K +$111K +229 +52%

HUBS Hedge Fund Activity: Q1 2022 in Review

628 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2022, worth a combined $20.5B — down 28% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of HUBS and 82 opened new positions — a net loss of 26 holders — while 201 trimmed existing stakes and 258 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $290M. The largest seller was Jennison Associates, cutting an estimated $258M.

  • 628 institutional investors held HubSpot (HUBS) as of Q1 2022, down from 661 in Q4 2021.
  • Funds reported $20.5B of HubSpot stock for Q1 2022, down 28% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q1 2022 and 108 closed out, a net change of -26 holders.
  • The largest HubSpot buyer in Q1 2022 was Durable Capital Partners, an estimated $290M added.
  • The largest HubSpot seller in Q1 2022 was Jennison Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.