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HubSpot

628 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 201 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 201

0.4% less ownership

Funds ownership: 92.07%91.67% (-0.4%)

5% less funds holding

Funds holding: 661628 (-33)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less capital invested

Capital invested by funds: $28.4B → $20.5B (-$7.93B)

36% less call options, than puts

Call options by funds: $260M | Put options by funds: $404M

Holders
628
Holders Change
-33
Holders Change %
-4.99%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
258
Reduced
201
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
476
Williams Jones Wealth Management
New York
$214K
EDRIA
477
Edmonds Duncan Registered Investment Advisors
Kansas
$213K +$1.94K +4 +0.9%
PCA
478
Personal Capital Advisors
California
$208K +$47.5K +98 +29%
CIBC World Market
479
CIBC World Market
Ontario, Canada
$206K +$210K +434 New
GWSG
480
GPS Wealth Strategies Group
Colorado
$205K +$6.78K +14 +3%
KFS
481
Kaizen Financial Strategies
California
$204K +$14.5K +30 +8%
LS
482
Livforsakringsbolaget Skandia
Sweden
$190K
S
483
SignatureFD
Georgia
$187K -$8.24K -17 -4%
S
484
Seeyond
France
$185K -$258K -532 -58%
PFS
485
Prospera Financial Services
Texas
$184K +$187K +387 New
EMFAT
486
Emerald Mutual Fund Advisers Trust
Pennsylvania
$180K +$45.1K +93 +32%
AIM
487
ARK Investment Management
Florida
$178K +$38.8K +80 +27%
AIM
488
Arcadia Investment Management
Michigan
$173K
LSA
489
Leonteq Securities AG
Switzerland
$164K +$78K +161 +87%
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$160K +$57.2K +118 +54%
HWA
491
HHM Wealth Advisors
Tennessee
$154K
DWP
492
Destiny Wealth Partners
Florida
$150K
PCH
493
Polar Capital Holdings
United Kingdom
$145K +$26.9M +55,496 +22%
ACM
494
Aquatic Capital Management
Illinois
$142K -$48.4K -100 -25%
SFO
495
Standard Family Office
South Dakota
$140K +$143K +295 New
WTA
496
Washington Trust Advisors
Massachusetts
$119K +$27.6K +57 +29%
FPS
497
Fieldpoint Private Securities
Connecticut
$116K +$118K +244 New
GAAM
498
Guinness Atkinson Asset Management
California
$104K
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$104K +$43.1K +89 +68%
CFG
500
CKW Financial Group
Hawaii
$100K

HUBS Hedge Fund Activity: Q1 2022 in Review

628 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2022, worth a combined $20.5B — down 28% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of HUBS and 82 opened new positions — a net loss of 26 holders — while 201 trimmed existing stakes and 258 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $290M. The largest seller was Jennison Associates, cutting an estimated $258M.

  • 628 institutional investors held HubSpot (HUBS) as of Q1 2022, down from 661 in Q4 2021.
  • Funds reported $20.5B of HubSpot stock for Q1 2022, down 28% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q1 2022 and 108 closed out, a net change of -26 holders.
  • The largest HubSpot buyer in Q1 2022 was Durable Capital Partners, an estimated $290M added.
  • The largest HubSpot seller in Q1 2022 was Jennison Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.