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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
PPP
426
Private Portfolio Partners
New Jersey
$373K -$22.5K -35 -6%
PCM
427
Prelude Capital Management
New York
$372K +$104K +162 +42%
GTCM
428
Gyon Technologies Capital Management
New Jersey
$371K +$48.3K +75 +16%
AIM
429
Aigen Investment Management
New York
$360K -$384K -596 -53%
NIMI
430
Natixis Investment Managers International
France
$356K -$96.6K -150 -22%
CCP
431
Corient Capital Partners
California
$354K +$39.3K +61 +13%
MYAM
432
Meiji Yasuda Asset Management
Japan
$351K -$5.8K -9 -2%
BFA
433
Benedict Financial Advisors
Georgia
$348K
GWM
434
Greenwich Wealth Management
Connecticut
$347K +$331K +513 New
WWM
435
Wolff Wiese Magana
California
$333K +$58K +90 +22%
MWM
436
Minot Wealth Management
Massachusetts
$327K +$1.29K +2 +0.4%
MYLI
437
Meiji Yasuda Life Insurance
Japan
$325K -$32.2K -50 -9%
9WM
438
9258 Wealth Management
Ohio
$322K +$25.8K +40 +9%
HSA
439
HBK Sorce Advisory
Pennsylvania
$321K -$4.51K -7 -1%
CFG
440
Citizens Financial Group
Rhode Island
$316K +$302K +468 New
KeyBank National Association
441
KeyBank National Association
Ohio
$314K +$13.5K +21 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
442
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$309K -$745K -1,157 -72%
WJWM
443
Williams Jones Wealth Management
New York
$304K
Mercer Global Advisors
444
Mercer Global Advisors
Colorado
$300K +$15.5K +24 +6%
AI
445
Accredited Investors
Minnesota
$295K
AAM
446
Arabesque Asset Management
United Kingdom
$287K -$2.08M -3,236 -88%
PA
447
Profund Advisors
Maryland
$287K +$274K +425 New
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$278K +$15.5K +24 +6%
FMT
449
First Mercantile Trust
Tennessee
$277K +$133K +206 +101%
S
450
SignatureFD
Georgia
$276K +$87.6K +136 +50%

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.