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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
PCM
501
Penserra Capital Management
California
$100K +$7.27K +15 +8%
IA
502
IFP Advisors
Florida
$99K +$224K +463 +293%
QC
503
Quent Capital
New York
$98K +$4.84K +10 +5%
CT
504
Cambridge Trust
Massachusetts
$92K +$33.4K +69 +55%
SIC
505
Salem Investment Counselors
North Carolina
$90K
HIA
506
Harbor Investment Advisory
Maryland
$83K +$64K +132 +307%
SCA
507
Sandy Cove Advisors
Massachusetts
$82K
Lazard Asset Management
508
Lazard Asset Management
New York
$81K -$57.7K -119 -41%
QCG
509
Quadrant Capital Group
Ohio
$78K -$1.94K -4 -2%
ATC
510
Adirondack Trust Company
New York
$76K
National Bank of Canada
511
National Bank of Canada
Quebec, Canada
$73K -$17K -35 -19%
HWMA
512
Heritage Wealth Management (Arizona)
Arizona
$72K +$73.6K +152 New
EWA
513
EverSource Wealth Advisors
Alabama
$71K -$49.9K -103 -40%
CA
514
Clearstead Advisors
Ohio
$67K
EDRH
515
Edmond de Rothschild Holding
Switzerland
$66K +$15K +31 +29%
HNB
516
Huntington National Bank
Ohio
$65K +$15K +31 +30%
Baillie Gifford & Co
517
Baillie Gifford & Co
United Kingdom
$63K +$3.88K +8 +6%
APA
518
American Portfolios Advisors
New York
$60.8K +$484 +1 +0.8%
IFAM
519
Institutional & Family Asset Management
Colorado
$59K +$14.1K +29 +30%
FHA
520
First Horizon Advisors
Tennessee
$58K -$48K -99 -45%
WT
521
Whittier Trust
California
$58K +$1.45K +3 +3%
AWA
522
Aaron Wealth Advisors
Illinois
$51K +$11.7M +24,221 New
BFEC
523
Benjamin F. Edwards & Company
Missouri
$50K
BDWM
524
Brewin Dolphin Wealth Management
Ireland
$50K
AIP
525
Ahrens Investment Partners
Louisiana
$47K

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.