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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
IFG
451
Independent Financial Group
California
$275K -$70.2K -109 -21%
KFS
452
Kaizen Financial Strategies
California
$270K +$258K +400 New
DT
453
Diversified Trust
Tennessee
$269K +$256K +398 New
AS
454
Altshuler Shaham
Israel
$268K -$72.2K -112 -22%
EDRIA
455
Edmonds Duncan Registered Investment Advisors
Kansas
$268K +$11.6K +18 +5%
GWSG
456
GPS Wealth Strategies Group
Colorado
$268K +$47K +73 +23%
MC
457
Moors & Cabot
Massachusetts
$265K +$253K +392 New
DTL
458
Dynamic Technology Lab
Singapore
$264K -$445K -690 -64%
BNP Paribas Asset Management
459
BNP Paribas Asset Management
France
$262K -$57.3K -89 -19%
LSA
460
Leonteq Securities AG
Switzerland
$261K +$23.2K +36 +10%
BRWM
461
B. Riley Wealth Management
Tennessee
$260K +$248K +385 New
QP
462
Quilter Plc
United Kingdom
$260K +$248K +385 New
TIAM2
463
Tru Independence Asset Management 2
Oregon
$254K -$27.7K -43 -10%
PCH
464
Polar Capital Holdings
United Kingdom
$253K -$12.6M -19,590 -5%
DIM
465
DC Investments Management
Virginia
$251K +$239K +371 New
MCM
466
Manchester Capital Management
Vermont
$250K +$238K +370 New
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$249K -$301K -467 -56%
PA
468
Parallel Advisors
California
$249K +$30.3K +47 +15%
AIM
469
Arcadia Investment Management
Michigan
$247K
SG
470
StoneX Group
New York
$247K +$1.29K +2 +0.5%
APA
471
American Portfolios Advisors
New York
$245K -$644 -1 -0.3%
YIA
472
YHB Investment Advisors
Connecticut
$242K
SS
473
Simplicity Solutions
Minnesota
$237K +$226K +351 New
VFA
474
Valeo Financial Advisors
Indiana
$234K +$223K +346 New
ALAM
475
Asahi Life Asset Management
Japan
$233K -$300K -465 -57%

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.