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HubSpot

597 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 218 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

18% more capital invested

Capital invested by funds: $24.6B → $28.9B (+$4.33B)

12% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 194

10% more funds holding

Funds holding: 545597 (+52)

0.64% more ownership

Funds ownership: 91.21%91.85% (+0.64%)

54% less call options, than puts

Call options by funds: $411M | Put options by funds: $886M

Holders
597
Holders Change
+52
Holders Change %
+9.54%
% of All Funds
10.45%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
218
Reduced
194
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
476
Bessemer Group
New Jersey
$233K +$145K +225 +188%
ECG
477
Edge Capital Group
Georgia
$232K +$221K +343 New
AAM
478
Azzad Asset Management
Virginia
$228K +$217K +337 New
CI
479
Cigna Investments
Connecticut
$224K +$214K +332 New
FNC
480
First National Corp
Massachusetts
$224K +$214K +332 New
TW
481
TrinityPoint Wealth
Connecticut
$222K -$21.9K -34 -9%
CCP
482
Cardan Capital Partners
Colorado
$220K +$209K +325 New
HWA
483
HHM Wealth Advisors
Tennessee
$218K +$3.22K +5 +2%
CAPTRUST Financial Advisors
484
CAPTRUST Financial Advisors
North Carolina
$218K +$35.4K +55 +21%
PCA
485
Personal Capital Advisors
California
$217K +$207K +321 New
DWP
486
Destiny Wealth Partners
Florida
$214K +$204K +316 New
MG
487
Mather Group
Illinois
$211K +$201K +312 New
IWP
488
Icon Wealth Partners
Texas
$210K +$200K +310 New
GCP
489
GSA Capital Partners
United Kingdom
$204K -$117K -181 -38%
MSFS
490
Main Street Financial Solutions
Pennsylvania
$204K +$195K +302 New
SG Americas Securities
491
SG Americas Securities
New York
$203K -$24.6M -38,219 -99%
MLL
492
Moody Lynn & Lieberson
Massachusetts
$203K +$193K +300 New
CCM
493
Coldstream Capital Management
Washington
$202K +$146K +226 +49%
CA
494
Clearstead Advisors
Ohio
$168K
FHA
495
First Horizon Advisors
Tennessee
$168K +$10.3K +16 +7%
BU
496
BBVA USA
Alabama
$162K -$40.6K -63 -21%
GAAM
497
Guinness Atkinson Asset Management
California
$149K
BAM
498
Belpointe Asset Management
Nevada
$143K -$549K -852 -80%
CFG
499
CKW Financial Group
Hawaii
$139K
BCA
500
Berman Capital Advisors
Georgia
$135K +$34.1K +53 +36%

HUBS Hedge Fund Activity: Q3 2021 in Review

597 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2021, worth a combined $28.9B — up 18% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HUBS positions and 53 closed out — a net gain of 56 holders — while 218 added to existing stakes and 194 trimmed.

The largest buyer was Jennison Associates, adding an estimated $635M. The largest seller was Capital World Investors, cutting an estimated $386M.

  • 597 institutional investors held HubSpot (HUBS) as of Q3 2021, up from 545 in Q2 2021.
  • Funds reported $28.9B of HubSpot stock for Q3 2021, up 18% quarter-over-quarter.
  • 109 funds opened new HubSpot positions in Q3 2021 and 53 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q3 2021 was Jennison Associates, an estimated $635M added.
  • The largest HubSpot seller in Q3 2021 was Capital World Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2021.