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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
HIIFS
551
Harel Insurance Investments & Financial Services
Israel
$14K -$174K -270 -93%
SA
552
SRH Advisors
Kansas
$14K
BWA
553
BDO Wealth Advisors
Florida
$14K +$12.9K +20 New
AF
554
Allworth Financial
California
$12K +$11.6K +18 New
AA
555
Ancora Advisors
Ohio
$11K
GWS
556
Glassman Wealth Services
Virginia
$11K +$1.93K +3 +21%
CCA
557
Catalyst Capital Advisors
New York
$11K +$10.3K +16 New
CWC
558
Carolinas Wealth Consulting
North Carolina
$11K +$11K +17 New
COCM
559
Charter Oak Capital Management
New Hampshire
$10K
TCWM
560
Total Clarity Wealth Management
Illinois
$10K +$9.66K +15 New
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$9K
CFGS
562
Concourse Financial Group Securities
Alabama
$9K +$9.02K +14 New
KIG
563
Kowal Investment Group
Wisconsin
$9K +$9.02K +14 New
VCM
564
Vigilant Capital Management
Maine
$9K +$9.02K +14 New
CHA
565
Carmichael Hill & Associates
Maryland
$8K
LWCFA
566
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
CFA
567
Carroll Financial Associates
North Carolina
$8K +$7.73K +12 New
CFD
568
Creative Financial Designs
Indiana
$7K
HR
569
Howe & Rusling
New York
$7K
PWMG
570
Prestige Wealth Management Group
New Jersey
$7K
VNA
571
Valley National Advisers
Pennsylvania
$7K +$3.87K +6 +120%
APC
572
Aspire Private Capital
North Carolina
$7K +$6.44K +10 New
JWA
573
JFS Wealth Advisors
Pennsylvania
$7K +$6.44K +10 New
SSC
574
Syverson Strege & Co
Iowa
$7K +$6.44K +10 New
TF
575
TimeScale Financial
Massachusetts
$7K +$6.44K +10 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.