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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
HI
526
Harbour Investments
Wisconsin
$50K +$9.02K +14 +23%
NICM
527
Neo Ivy Capital Management
New York
$50K +$143K +222 New
LC
528
Lindbrook Capital
California
$46K +$3.22K +5 +8%
RFWA
529
RPg Family Wealth Advisory
Massachusetts
$42.6K
IA
530
IFP Advisors
Florida
$36K +$644 +1 +2%
LF
531
Lee Financial
Texas
$35K -$4.51K -7 -12%
PFBT
532
Parkside Financial Bank & Trust
Missouri
$35K +$3.22K +5 +11%
SSB
533
Sandy Spring Bank
Maryland
$34K
SOW
534
State of Wyoming
Wyoming
$32K +$30.9K +48 New
CAM
535
Close Asset Management
United Kingdom
$29K
HIA
536
Harbor Investment Advisory
Maryland
$29K
WAS
537
Winch Advisory Services
Wisconsin
$28K +$12.2K +19 +86%
AWM
538
Activest Wealth Management
Florida
$27K +$19.3K +30 +300%
EWA
539
Evolution Wealth Advisors
Florida
$26K +$6.44K +10 +34%
ST
540
Smithfield Trust
Pennsylvania
$25K
EARNEST Partners
541
EARNEST Partners
Georgia
$22K
BIA
542
Bell Investment Advisors
California
$22K +$21.3K +33 New
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$21K -$644 -1 -3%
AIP
544
Ameritas Investment Partners
Nebraska
$20K
FRA
545
Front Row Advisors
California
$20K
NFSG
546
Newbridge Financial Services Group
Florida
$20K +$19.3K +30 New
PAI
547
Pittenger & Anderson Inc
Nebraska
$17K
AF
548
Advisornet Financial
Minnesota
$16K +$3.22K +5 +26%
TWA
549
TCI Wealth Advisors
Arizona
$15K +$2.58K +4 +22%
PB
550
Pinnacle Bancorp
Nebraska
$15K +$14.2K +22 New

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.