We are live on ! Find out more
HUBS icon

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
ATC
501
Adirondack Trust Company
New York
$130K
SIC
502
Salem Investment Counselors
North Carolina
$128K
Koshinski Asset Management
503
Koshinski Asset Management
Illinois
$120K +$114K +177 New
QCG
504
Quadrant Capital Group
Ohio
$104K +$5.8K +9 +6%
HWMA
505
Heritage Wealth Management (Arizona)
Arizona
$103K
AWA
506
Arkadios Wealth Advisors
Georgia
$101K
NL
507
NVWM LLC
Pennsylvania
$97K
CFB
508
Cullen/Frost Bankers
Texas
$95K
RE
509
RBC Europe
United Kingdom
$91.3K +$6.44K +10 +8%
AssetMark Inc
510
AssetMark Inc
California
$91K +$87K +135 New
Baillie Gifford & Co
511
Baillie Gifford & Co
United Kingdom
$89K -$11K -17 -11%
WT
512
Whittier Trust
California
$80K +$76.7K +119 New
AAM
513
Advisors Asset Management
Colorado
$74K -$463K -718 -87%
AWM
514
Atticus Wealth Management
Florida
$72K +$68.3K +106 New
HNB
515
Huntington National Bank
Ohio
$71K -$14.8K -23 -18%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$68K
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$68K
GKWIM
518
Gerber Kawasaki Wealth & Investment Management
California
$67K +$64.4K +100 New
IFAM
519
Institutional & Family Asset Management
Colorado
$65K +$61.8K +96 New
BC
520
Bartlett & Co
Ohio
$61K -$1.29K -2 -2%
ADL
521
Asset Dedication LLC
California
$61K +$48.3K +75 +500%
BCWM
522
Bartlett & Co Wealth Management
Ohio
$60.8K -$1.29K -2 -2%
PCG
523
Private Capital Group
Connecticut
$58K -$10.3K -16 -16%
TCM
524
Tradewinds Capital Management
Washington
$53K +$3.22K +5 +7%
BDWM
525
Brewin Dolphin Wealth Management
Ireland
$50.7K

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.