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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
AIM
451
Arcadia Investment Management
Michigan
$213K
TW
452
TrinityPoint Wealth
Connecticut
$212K +$189K +363 New
SG
453
StoneX Group
New York
$212K +$190K +364 New
APA
454
American Portfolios Advisors
New York
$212K -$4.69K -9 -2%
YIA
455
YHB Investment Advisors
Connecticut
$209K +$187K +358 New
LSA
456
Leonteq Securities AG
Switzerland
$204K +$104K +200 +133%
CAM
457
Concorde Asset Management
Michigan
$201K -$210K -403 -54%
GWSG
458
GPS Wealth Strategies Group
Colorado
$188K -$19.8K -38 -11%
PA
459
Parallel Advisors
California
$187K +$16.2K +31 +11%
HWA
460
HHM Wealth Advisors
Tennessee
$185K +$28.2K +54 +21%
BU
461
BBVA USA
Alabama
$177K +$158K +303 New
HFM
462
Harvest Fund Management
China
$160K -$53.2K -102 -27%
S
463
SignatureFD
Georgia
$158K +$40.2K +77 +39%
CAPTRUST Financial Advisors
464
CAPTRUST Financial Advisors
North Carolina
$156K +$8.35K +16 +6%
CA
465
Clearstead Advisors
Ohio
$145K
FHA
466
First Horizon Advisors
Tennessee
$135K
GAAM
467
Guinness Atkinson Asset Management
California
$128K
CFG
468
CKW Financial Group
Hawaii
$119K
FMT
469
First Mercantile Trust
Tennessee
$118K +$106K +203 New
SIC
470
Salem Investment Counselors
North Carolina
$110K
ATC
471
Adirondack Trust Company
New York
$93K
HWMA
472
Heritage Wealth Management (Arizona)
Arizona
$89K -$13K -25 -14%
WAM
473
Wolverine Asset Management
Illinois
$88K +$47.5K +91 +149%
KFP
474
KB Financial Partners
New Jersey
$87K -$9.39K -18 -11%
Baillie Gifford & Co
475
Baillie Gifford & Co
United Kingdom
$87K -$5.74K -11 -7%

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.