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HubSpot

199 hedge funds and large institutions have $3.3B invested in HubSpot in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

78% more call options, than puts

Call options by funds: $9.99M | Put options by funds: $5.61M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $2.97B → $3.3B (+$333M)

11% more funds holding

Funds holding: 179199 (+20)

4.51% more ownership

Funds ownership: 95.47%99.98% (+4.5%)

Holders
199
Holders Change
+20
Holders Change %
+11.17%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
73
Reduced
55
Closed
19
Calls
$9.99M
Puts
$5.61M
Net Calls
+$4.38M
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
O
26
OppenheimerFunds
New York
$30.3M -$2.32M -27,624 -7%
FAM
27
Fred Alger Management
New York
$27.6M -$9.25M -110,275 -26%
Wells Fargo
28
Wells Fargo
California
$26.3M -$6.35M -75,704 -20%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$25.1M +$1.13M +13,416 +5%
Deutsche Bank
30
Deutsche Bank
Germany
$24M +$4.48M +53,375 +24%
EAM
31
Eventide Asset Management
Massachusetts
$18.4M
Invesco
32
Invesco
Georgia
$17.9M +$4.31M +51,400 +34%
RI
33
Redwood Investments
Massachusetts
$17.8M +$8.51M +101,358 +101%
CGI
34
CI Global Investments
California
$17.7M -$8.39K -100 -0%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$16.7M -$6.4M -76,300 -29%
TA
36
Teachers Advisors
New York
$15.5M +$47.7K +569 +0.3%
Victory Capital Management
37
Victory Capital Management
Texas
$15.1M +$14.3M +170,760 New
Charles Schwab
38
Charles Schwab
California
$14.4M +$943K +11,237 +7%
VEPM
39
Vista Equity Partners Management
California
$13.1M +$1.78M +21,262 +17%
ACPU
40
Arrowgrass Capital Partners (US)
Delaware
$12.9M +$12.2M +145,705 New
GIM
41
Granahan Investment Management
Massachusetts
$12.8M +$218K +2,603 +2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$12.2M +$1.71M +20,408 +17%
PP
43
PDT Partners
New York
$11.4M +$6.81M +81,201 +171%
KCM
44
Kornitzer Capital Management
Kansas
$11.4M -$2.23M -26,540 -17%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$11M +$218K +2,600 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$10.5M +$5.65M +67,327 +130%
Goldman Sachs
47
Goldman Sachs
New York
$10.2M -$10.7M -127,806 -53%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$9.96M -$2.03M -24,233 -18%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$8.64M
Ameriprise
50
Ameriprise
Minnesota
$7.4M +$1.17M +13,972 +20%

HUBS Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2017, worth a combined $3.3B — up 11% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HUBS positions and 19 closed out — a net gain of 20 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Artisan Partners, adding an estimated $68.6M. The largest seller was Frontier Capital Management, cutting an estimated $15.3M.

  • 199 institutional investors held HubSpot (HUBS) as of Q4 2017, up from 179 in Q3 2017.
  • Funds reported $3.3B of HubSpot stock for Q4 2017, up 11% quarter-over-quarter.
  • 39 funds opened new HubSpot positions in Q4 2017 and 19 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q4 2017 was Artisan Partners, an estimated $68.6M added.
  • The largest HubSpot seller in Q4 2017 was Frontier Capital Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2017.