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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$167M +$2.26M +5,135 +1%
PCH
27
Polar Capital Holdings
United Kingdom
$166M +$50.3M +114,585 +46%
AllianceBernstein
28
AllianceBernstein
Tennessee
$157M -$13.9M -31,682 -8%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$156M +$59.2M +134,817 +64%
Ameriprise
30
Ameriprise
Minnesota
$152M +$116M +265,017 +381%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$147M -$12.3M -27,903 -8%
TCM
32
TimesSquare Capital Management
New York
$145M +$41M +93,250 +41%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$134M -$21.8M -49,717 -14%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$125M -$75.8M -172,444 -38%
Northern Trust
35
Northern Trust
Illinois
$123M +$644K +1,465 +0.5%
Primecap Management
36
Primecap Management
California
$117M -$16.4M -37,408 -13%
EAM
37
Eventide Asset Management
Massachusetts
$108M
Legal & General Group
38
Legal & General Group
United Kingdom
$106M +$35.3M +80,281 +53%
AAMU
39
Amundi Asset Management US
Massachusetts
$105M +$48.4M +110,061 +91%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$104M -$53M -120,600 -33%
FAM
41
Fred Alger Management
New York
$99.4M +$53.1M +120,755 +123%
Charles Schwab
42
Charles Schwab
California
$98.2M +$1.22M +2,779 +1%
NAMA
43
Nikko Asset Management Americas
New York
$94M +$61M +138,790 +203%
SI
44
SQN Investors
California
$91.7M +$88.7M +201,864 New
Bank of America
45
Bank of America
North Carolina
$91.2M -$1.29M -2,927 -1%
HCM
46
Hitchwood Capital Management
New York
$90.8M -$15.4M -35,000 -15%
GKIM
47
GW&K Investment Management
Massachusetts
$77.7M -$11.7M -26,649 -13%
Principal Financial Group
48
Principal Financial Group
Iowa
$76.8M +$72.1M +164,122 +3,252%
Swiss National Bank
49
Swiss National Bank
Switzerland
$76.2M +$1.89M +4,300 +3%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$76M -$308K -700 -0.4%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.