We are live on ! Find out more
HUBS icon

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
ADIM
476
Alpha DNA Investment Management
Maryland
$10K +$7.47K +17 +243%
EWA
477
Evolution Wealth Advisors
Florida
$10K +$10.1K +23 New
AF
478
Advisornet Financial
Minnesota
$9K -$2.2K -5 -21%
COCM
479
Charter Oak Capital Management
New Hampshire
$7K
TCWM
480
Total Clarity Wealth Management
Illinois
$7K +$6.59K +15 New
CFD
481
Creative Financial Designs
Indiana
$5K
HR
482
Howe & Rusling
New York
$5K
PWMG
483
Prestige Wealth Management Group
New Jersey
$5K
CHA
484
Carmichael Hill & Associates
Maryland
$5K +$5.27K +12 New
KTC
485
Kistler-Tiffany Companies
Pennsylvania
$4K
SL
486
Savior LLC
Massachusetts
$4K
APWA
487
Atlas Private Wealth Advisors
New Jersey
$4K +$3.95K +9 New
BFC
488
Bedel Financial Consulting
Indiana
$3K -$879 -2 -22%
TWA
489
TCI Wealth Advisors
Arizona
$3K +$3.08K +7 New
CFGS
490
Concourse Financial Group Securities
Alabama
$2K -$879 -2 -29%
BCM
491
Blume Capital Management
California
$2K
LFG
492
Larson Financial Group
Missouri
$2K
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SFO
494
Standard Family Office
South Dakota
$1K -$439 -1 -33%
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
MIM
496
Macroview Investment Management
Maryland
$1K
DI
497
Disciplined Investments
Oklahoma
$1K +$879 +2 New
SOW
498
State of Wyoming
Wyoming
$1K +$879 +2 New
VNA
499
Valley National Advisers
Pennsylvania
$1K +$1.32K +3 New
AIG
500
American International Group
New York
$422 -$48.8K -111 -11%

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.