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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
KFS
551
Kelly Financial Services
Massachusetts
$18.5K +$18.9K +39 New
HFM
552
Harvest Fund Management
China
$18K -$364K -752 -95%
C
553
Covestor
United Kingdom
$17K -$20.8K -43 -56%
ST
554
Smithfield Trust
Pennsylvania
$17K
BC
555
BIT Capital
Germany
$16.6K -$695K -1,434 -98%
FAG
556
Fortitude Advisory Group
Washington
$16K -$48.4K -100 -75%
CWC
557
Carolinas Wealth Consulting
North Carolina
$16K +$5.81K +12 +57%
MCC
558
Money Concepts Capital
Florida
$15K -$269K -555 -95%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$15K -$969 -2 -6%
EARNEST Partners
560
EARNEST Partners
Georgia
$15K
AIP
561
Ameritas Investment Partners
Nebraska
$14K
NFSG
562
Newbridge Financial Services Group
Florida
$14K
UB
563
UMB Bank
Missouri
$14K
HFS
564
Hantz Financial Services
Michigan
$13K +$13.1K +27 New
RTC
565
Riverview Trust Company
Washington
$13K +$13.6K +28 New
PAI
566
Pittenger & Anderson Inc
Nebraska
$12K
LF
567
Lee Financial
Texas
$10K -$4.36K -9 -30%
BG
568
Bollard Group
Massachusetts
$10K
SA
569
SRH Advisors
Kansas
$10K
TWA
570
TCI Wealth Advisors
Arizona
$10K
COCM
571
Charter Oak Capital Management
New Hampshire
$10K +$2.91K +6 +40%
AWM
572
Activest Wealth Management
Florida
$10K +$5.33K +11 +110%
T
573
TCWP
Ohio
$10K +$11.1K +23 New
BWA
574
BDO Wealth Advisors
Florida
$9K
BWM
575
BerganKDV Wealth Management
Minnesota
$9K

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.