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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
Wealthfront Advisers
451
Wealthfront Advisers
California
$261K -$1.32M -2,731 -83%
WAG
452
Winthrop Advisory Group
Massachusetts
$261K
Connor, Clark & Lunn Investment Management (CC&L)
453
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$259K +$265K +546 New
ACA
454
Affinity Capital Advisors
California
$256K
NW
455
NewEdge Wealth
Pennsylvania
$256K +$261K +539 New
CWM
456
Congress Wealth Management
Massachusetts
$251K +$255K +527 New
Verition Fund Management
457
Verition Fund Management
Connecticut
$250K +$255K +527 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
458
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$246K -$527K -1,087 -68%
Baird Financial Group
459
Baird Financial Group
Wisconsin
$246K -$64K -132 -20%
BFA
460
Benedict Financial Advisors
Georgia
$245K
PA
461
Parallel Advisors
California
$244K +$42.1K +87 +22%
9WM
462
9258 Wealth Management
Ohio
$241K -$8.24K -17 -3%
AAM
463
Advisors Asset Management
Colorado
$241K +$108K +222 +78%
MYAM
464
Meiji Yasuda Asset Management
Japan
$237K -$29.6K -61 -11%
TRCT
465
Tower Research Capital (TRC)
New York
$236K -$1.72M -3,557 -88%
JSC
466
Jackson Square Capital
California
$235K -$3.21M -6,618 -93%
BAMF
467
BI Asset Management Fondsmaeglerselskab
Denmark
$232K +$237K +489 New
MWM
468
Minot Wealth Management
Massachusetts
$227K +$61.5K +127 +36%
OFS
469
OneAscent Financial Services
Alabama
$227K +$61.5K +127 +36%
CI
470
Cigna Investments
Connecticut
$226K +$69.8K +144 +43%
SS
471
Simplicity Solutions
Minnesota
$225K -$159K -328 -41%
AI
472
Accredited Investors
Minnesota
$222K +$15K +31 +7%
CCP
473
Corient Capital Partners
California
$218K -$41.7K -86 -16%
MC
474
Maverick Capital
Texas
$215K +$158K +327 +260%
NC
475
NinePointTwo Capital
California
$214K

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.