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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more capital invested

Capital invested by funds: $5.7B → $9.5B (+$3.8B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 282337 (+55)

3% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 104

1.9% less ownership

Funds ownership: 98.87%96.97% (-1.9%)

22% less call options, than puts

Call options by funds: $169M | Put options by funds: $218M

Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$93.9M -$90.2M -501,826 -55%
NPCM
27
North Peak Capital Management
New York
$91.3M +$26.6M +147,726 +57%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$88.2M -$3.74M -20,800 -5%
Norges Bank
29
Norges Bank
Norway
$85M -$14.2M -78,996 -17%
Primecap Management
30
Primecap Management
California
$81.9M -$3.36M -18,700 -5%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$81.5M +$10.1M +56,024 +18%
Wells Fargo
32
Wells Fargo
California
$69.5M -$4.29M -23,843 -7%
Allianz Asset Management
33
Allianz Asset Management
Germany
$68.5M +$47.4M +263,773 +632%
UBS AM
34
UBS AM
Illinois
$66M -$4.76M -26,456 -8%
Bank of America
35
Bank of America
North Carolina
$61.8M -$29.5M -164,114 -37%
FAM
36
Fred Alger Management
New York
$57.3M -$8.82M -49,021 -16%
HCM
37
Hitchwood Capital Management
New York
$56.1M +$8.99M +50,000 +25%
PC
38
Polar Capital
United Kingdom
$53.1M -$7.66M -42,567 -15%
EAM
39
Eventide Asset Management
Massachusetts
$52M -$18M -100,000 -30%
Northern Trust
40
Northern Trust
Illinois
$49.4M -$1.22M -6,770 -3%
Charles Schwab
41
Charles Schwab
California
$44.7M +$1.33M +7,373 +4%
Millennium Management
42
Millennium Management
New York
$43M +$5.18M +28,776 +18%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$41.9M -$839K -4,665 -2%
Ameriprise
44
Ameriprise
Minnesota
$38.8M +$9.5M +52,799 +44%
Two Sigma Investments
45
Two Sigma Investments
New York
$32.5M -$10.5M -58,329 -29%
VEPM
46
Vista Equity Partners Management
California
$31.7M +$7.35M +40,846 +41%
Fisher Asset Management
47
Fisher Asset Management
Washington
$31.6M -$542K -3,013 -2%
Public Employees Retirement Association of Colorado
48
Public Employees Retirement Association of Colorado
Colorado
$30.7M
GCM
49
Geneva Capital Management
Wisconsin
$30.2M +$3.39M +18,851 +16%
ESCM
50
Echo Street Capital Management
New York
$29.7M +$23.8M +132,239 New

HUBS Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2020, worth a combined $9.5B — up 67% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HUBS positions and 43 closed out — a net gain of 56 holders — while 101 added to existing stakes and 104 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 337 institutional investors held HubSpot (HUBS) as of Q2 2020, up from 282 in Q1 2020.
  • Funds reported $9.5B of HubSpot stock for Q2 2020, up 67% quarter-over-quarter.
  • 99 funds opened new HubSpot positions in Q2 2020 and 43 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q2 2020 was T. Rowe Price Associates, an estimated $368M added.
  • The largest HubSpot seller in Q2 2020 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.