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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
526
Dynamic Technology Lab
Singapore
-$481K -1,213 Closed
KC
527
KCL Capital
New York
-$429K -1,082 Closed
VFA
528
Voya Financial Advisors
Connecticut
-$423K -1,070 Closed
Group One Trading
529
Group One Trading
Illinois
-$437K -994 Closed
QT
530
Quantamental Technologies
New York
-$375K -946 Closed
SG
531
StoneX Group
New York
-$363K -915 Closed
CC
532
Centiva Capital
New York
-$255K -643 Closed
Simplex Trading
533
Simplex Trading
Illinois
-$276K -629 -23%
JCM
534
JS Capital Management
New York
-$238K -600 Closed
ZIM
535
Zacks Investment Management
Illinois
-$227K -573 Closed
II
536
Inspire Investing
Idaho
-$222K -560 Closed
EP
537
EPIQ Partners
Minnesota
-$221K -557 Closed
CAMG
538
CWA Asset Management Group
Florida
-$214K -540 Closed
MC
539
Moors & Cabot
Massachusetts
-$203K -510 Closed
MC
540
Maverick Capital
Texas
-$193K -486 Closed
TIAM2
541
Tru Independence Asset Management 2
Oregon
-$156K -394 Closed
FF
542
FourThought Financial
Florida
-$78K -199 Closed
FEG
543
Financial Enhancement Group
Indiana
-$54K -136 Closed
PWM
544
Perigon Wealth Management
California
-$48K -120 Closed
ICP
545
Interchange Capital Partners
Pennsylvania
-$36K -93 Closed
AIL
546
AGF Investments LLC
Ontario, Canada
-$24K -60 Closed
FCH
547
Freestone Capital Holdings
Washington
-$19.8K -50 Closed
CAAS
548
Capital Asset Advisory Services
Michigan
-$18K -45 Closed
RWA
549
Ropes Wealth Advisors
Massachusetts
-$17K -42 Closed
OPW
550
Oxler Private Wealth
New York
-$13K -35 Closed

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.