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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
451
Penserra Capital Management
California
$66K +$3.65K +10 +5%
Capstone Investment Advisors
452
Capstone Investment Advisors
New York
$66K +$80K +219 New
CFG
453
CKW Financial Group
Hawaii
$64K
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$61K -$5.48K -15 -7%
CT
455
Cambridge Trust
Massachusetts
$59K
NICM
456
Neo Ivy Capital Management
New York
$59K +$71.9K +197 New
LSA
457
Leonteq Securities AG
Switzerland
$58.9K -$54.8K -150 -43%
SIC
458
Salem Investment Counselors
North Carolina
$57K
Lazard Asset Management
459
Lazard Asset Management
New York
$52K +$1.1K +3 +2%
ACM
460
Adalta Capital Management
New York
$51K +$62.1K +170 New
QC
461
Quent Capital
New York
$50K -$15K -41 -20%
GAAM
462
Guinness Atkinson Asset Management
California
$48K -$21.9K -60 -27%
ATC
463
Adirondack Trust Company
New York
$48K
National Bank of Canada
464
National Bank of Canada
Quebec, Canada
$48K +$2.19K +6 +4%
IFAM
465
Institutional & Family Asset Management
Colorado
$48K +$13.1K +36 +29%
KFP
466
KB Financial Partners
New Jersey
$47K +$33.2K +91 +138%
HWMA
467
Heritage Wealth Management (Arizona)
Arizona
$45.7K
CA
468
Clearstead Advisors
Ohio
$43K
HNB
469
Huntington National Bank
Ohio
$39K -$2.19K -6 -4%
Baillie Gifford & Co
470
Baillie Gifford & Co
United Kingdom
$39K -$365 -1 -0.8%
Bank of Montreal
471
Bank of Montreal
Ontario, Canada
$36.8K +$40M +109,622 +13,806%
KFS
472
Kelly Financial Services
Massachusetts
$33.4K +$26.3K +72 +185%
SOW
473
State of Wyoming
Wyoming
$31K +$10.6K +29 +40%
AIP
474
Ahrens Investment Partners
Louisiana
$30K
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$30K

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.