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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$194M -$55.4M -106,149 -24%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$189M -$111M -213,657 -40%
N
28
Nuveen
North Carolina
$177M -$73.8M -141,535 -32%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$172M +$92.6M +177,482 +150%
Amundi
30
Amundi
France
$170M +$152M +291,038 New
Northern Trust
31
Northern Trust
Illinois
$167M +$7.97M +15,279 +6%
Legal & General Group
32
Legal & General Group
United Kingdom
$165M +$26M +49,820 +21%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$157M -$28.7M -55,076 -17%
TCM
34
TimesSquare Capital Management
New York
$154M -$28.8M -55,250 -17%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$152M -$18.3M -35,182 -12%
Primecap Management
36
Primecap Management
California
$146M -$3.39M -6,500 -3%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$141M
AllianceBernstein
38
AllianceBernstein
Tennessee
$140M -$54.6M -104,615 -30%
EAM
39
Eventide Asset Management
Massachusetts
$139M +$495K +950 +0.4%
NPCM
40
North Peak Capital Management
New York
$131M +$118M +225,377 New
SI
41
SQN Investors
California
$131M +$11.7M +22,371 +11%
Charles Schwab
42
Charles Schwab
California
$130M +$3.67M +7,041 +3%
FAM
43
Fred Alger Management
New York
$121M -$6.22M -11,921 -5%
Principal Financial Group
44
Principal Financial Group
Iowa
$119M +$18.1M +34,703 +21%
WA
45
Wasatch Advisors
Utah
$119M -$192M -367,967 -64%
HCM
46
Hitchwood Capital Management
New York
$117M
Bank of America
47
Bank of America
North Carolina
$108M -$8.09M -15,503 -8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$105M +$6.12M +11,726 +7%
GKIM
49
GW&K Investment Management
Massachusetts
$102M +$1.59M +3,052 +2%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$96.6M +$28.1M +53,917 +50%

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.