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HubSpot

584 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 180 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 180

0.32% more ownership

Funds ownership: 91.67%91.99% (+0.32%)

7% less funds holding

Funds holding: 628584 (-44)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 104

36% less capital invested

Capital invested by funds: $20.5B → $13.1B (-$7.44B)

Holders
584
Holders Change
-44
Holders Change %
-7.01%
% of All Funds
9.84%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
72
Increased
240
Reduced
180
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$2K -$2.19K -6 -55%
ZB
552
Zions Bancorporation
Utah
$2K -$1.1K -3 -38%
CFFP
553
Center for Financial Planning
Michigan
$2K
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$2K
S
555
Surevest
California
$2K
TJHA
556
Thomas J. Herzfeld Advisors
Florida
$2K
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$2K +$365 +1 +20%
AAP
558
Arax Advisory Partners
Colorado
$2K +$1.83K +5 New
TCWM
559
Total Clarity Wealth Management
Illinois
$2K +$2.92K +8 New
SC
560
Stephens Consulting
Michigan
$1.5K
MGIM
561
M&G Investment Management
United Kingdom
$1.13K +$68.7K +188 +5%
WT
562
Whittier Trust
California
$1K -$43.5K -119 -98%
JWM
563
Janiczek Wealth Management
Colorado
$1K -$3.65K -10 -77%
BCM
564
Blume Capital Management
California
$1K
CWM
565
Curi Wealth Management
North Carolina
$1K
DI
566
Disciplined Investments
Oklahoma
$1K
FBT
567
First Bank & Trust
South Dakota
$1K
FWM
568
Focused Wealth Management
New York
$1K
GCS
569
Gordian Capital (Singapore)
Singapore
$1K
KFI
570
Key Financial Inc
Pennsylvania
$1K
MIM
571
Macroview Investment Management
Maryland
$1K
SWM
572
Sugarloaf Wealth Management
Georgia
$1K
DFCM
573
Dark Forest Capital Management
Puerto Rico
$1K +$730 +2 New
Jones Financial Companies
574
Jones Financial Companies
Missouri
$1K +$730 +2 New
TFP
575
Tilia Fiduciary Partners
North Carolina
$1K +$730 +2 New

HUBS Hedge Fund Activity: Q2 2022 in Review

584 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2022, worth a combined $13.1B — down 36% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of HUBS and 72 opened new positions — a net loss of 32 holders — while 180 trimmed existing stakes and 240 added.

The largest buyer was Citadel Advisors, adding an estimated $101M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $212M sold.

  • 584 institutional investors held HubSpot (HUBS) as of Q2 2022, down from 628 in Q1 2022.
  • Funds reported $13.1B of HubSpot stock for Q2 2022, down 36% quarter-over-quarter.
  • 72 funds opened new HubSpot positions in Q2 2022 and 104 closed out, a net change of -32 holders.
  • The largest HubSpot buyer in Q2 2022 was Citadel Advisors, an estimated $101M added.
  • The largest HubSpot seller in Q2 2022 was Lone Pine Capital, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2022.