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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
CCM
426
Coldstream Capital Management
Washington
$270K -$29.7K -57 -11%
CCP
427
Corient Capital Partners
California
$270K +$241K +463 New
TSS
428
Two Sigma Securities
New York
$266K -$344K -660 -59%
FAIM
429
Financial Advocates Investment Management
Washington
$266K
SWP
430
Stratos Wealth Partners
Ohio
$265K +$1.04K +2 +0.4%
WJWM
431
Williams Jones Wealth Management
New York
$262K -$18.3K -35 -7%
IC
432
IEQ Capital
California
$260K +$233K +446 New
KeyBank National Association
433
KeyBank National Association
Ohio
$259K +$232K +444 New
AI
434
Accredited Investors
Minnesota
$255K +$228K +437 New
9WM
435
9258 Wealth Management
Ohio
$254K +$227K +436 New
RJT
436
Raymond James Trust
Florida
$254K +$228K +437 New
Mercer Global Advisors
437
Mercer Global Advisors
Colorado
$244K +$219K +419 New
QT
438
Quantamental Technologies
New York
$244K +$219K +419 New
TIAM2
439
Tru Independence Asset Management 2
Oregon
$244K +$219K +419 New
UCFA
440
United Capital Financial Advisors
Texas
$238K +$213K +409 New
SPIA
441
Steward Partners Investment Advisory
New York
$236K +$3.13K +6 +2%
WWM
442
Wolff Wiese Magana
California
$234K +$1.56K +3 +0.8%
PCH
443
Polar Capital Holdings
United Kingdom
$229K +$14.1M +27,098 +7%
CAM
444
Claret Asset Management
Quebec, Canada
$229K +$205K +393 New
SAM
445
Silvercrest Asset Management
New York
$227K -$65.2K -125 -24%
PCM
446
Prelude Capital Management
New York
$226K -$204K -392 -50%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$226K +$202K +387 New
EDRIA
448
Edmonds Duncan Registered Investment Advisors
Kansas
$220K +$197K +378 New
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$217K +$73.5K +141 +61%
PTC
450
Petrus Trust Company
Texas
$215K +$192K +369 New

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.