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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
476
Edmond de Rothschild Holding
Switzerland
$27K -$18.3K -50 -36%
BBHC
477
Brown Brothers Harriman & Co
New York
$26K
RTC
478
Riverview Trust Company
Washington
$26K +$20.8K +57 +204%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$24.1K
BC
480
Bartlett & Co
Ohio
$24K
AIM
481
Anchor Investment Management
South Carolina
$22.5K
EC
482
Elequin Capital
New York
$21K -$6.94K -19 -21%
TF
483
TimeScale Financial
Massachusetts
$20K
WTC
484
WhitTier Trust Company
Nevada
$20K +$4.75K +13 +25%
AF
485
Allworth Financial
California
$19K +$22.3K +61 +3,050%
ITFISA
486
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18K +$21.9K +60 New
TFS
487
TrustCore Financial Services
Tennessee
$18K -$873K -2,391 -98%
PCG
488
Private Capital Group
Connecticut
$18K -$1.83K -5 -8%
AP
489
Arlington Partners
Alabama
$18K
TWC
490
TD Waterhouse Canada
Ontario, Canada
$17.5K +$2.92K +8 +17%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$17K -$18.3K -50 -48%
SSB
492
Sandy Spring Bank
Maryland
$15K
GAG
493
Goodman Advisory Group
Massachusetts
$15K +$17.9K +49 New
MAM
494
Meeder Asset Management
Ohio
$14K +$2.56K +7 +17%
TAM
495
Tucker Asset Management
Colorado
$13.8K +$16.8K +46 New
CAM
496
Close Asset Management
United Kingdom
$13K
HFM
497
Harvest Fund Management
China
$12K
MA
498
MCF Advisors
Kentucky
$12K
PWC
499
PYA Waltman Capital
Tennessee
$12K
ST
500
Smithfield Trust
Pennsylvania
$12K

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.