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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
526
Howe & Rusling
New York
$6K
PWMG
527
Prestige Wealth Management Group
New Jersey
$6K
HPC
528
HM Payson & Co
Maine
$5K -$102K -195 -96%
SL
529
Savior LLC
Massachusetts
$5K
WPA
530
West Paces Advisors
Georgia
$4.66K +$4.17K +8 New
BFC
531
Bedel Financial Consulting
Indiana
$4K
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$3K
VNA
533
Valley National Advisers
Pennsylvania
$3K +$1.04K +2 +67%
SB
534
Strategic Blueprint
Georgia
$3K +$2.61K +5 New
BCM
535
Blume Capital Management
California
$2K
MIM
536
Macroview Investment Management
Maryland
$2K
SWM
537
Sugarloaf Wealth Management
Georgia
$2K
PGWM
538
Parisi Gray Wealth Management
New Jersey
$2K +$1.56K +3 New
FWM
539
Focused Wealth Management
New York
$2K +$2.09K +4 New
SFO
540
Standard Family Office
South Dakota
$1K
MF
541
Magnetar Financial
Illinois
$917 +$820K +1,573 New
AIA
542
Arcadia Investment Advisors
Idaho
$583 +$522 +1 New
Walleye Capital
543
Walleye Capital
New York
$565 +$505K +969 New
AIG
544
American International Group
New York
$549 +$7.3K +14 +2%
Nisa Investment Advisors
545
Nisa Investment Advisors
Missouri
$350
BBHC
546
Brown Brothers Harriman & Co
New York
$51 -$52.2K -100 -53%
NAMA
547
Nikko Asset Management Americas
New York
-$94M -207,018 Closed
AIM
548
ARK Investment Management
Florida
-$74.1M -163,219 Closed
Capital International Investors
549
Capital International Investors
California
-$55.5M -122,114 Closed
APC
550
Alta Park Capital
California
-$12.9M -28,500 Closed

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.