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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
PM
576
Parametrica Management
Hong Kong
-$321K -735 Closed
ONGA
577
O'Neil Global Advisors
California
-$318K -700 Closed
VRS
578
Virginia Retirement Systems
Virginia
-$273K -600 Closed
ER
579
Enlightenment Research
Florida
-$227K -500 Closed
SC
580
Shay Capital
New York
-$227K -500 Closed
FHC
581
First Heartland Consultants
Missouri
-$214K -472 Closed
KP
582
Keel Point
Alabama
-$202K -444 Closed
VFA
583
Valeo Financial Advisors
Indiana
-$186K -409 Closed
DWP
584
Destiny Wealth Partners
Florida
-$144K -316 Closed
WAP
585
Wealthcare Advisory Partners
Pennsylvania
-$96K -211 Closed
FC
586
FORA Capital
Florida
-$88K -194 Closed
TWP
587
TFO Wealth Partners
Ohio
-$68K -150 Closed
ST
588
Sageworth Trust
Pennsylvania
-$57K -126 Closed
ACM
589
Allred Capital Management
Texas
-$42.2K -93 Closed
WP
590
WealthShield Partners
North Carolina
-$40K -89 Closed
IAIM
591
International Assets Investment Management
Florida
-$29K -73 Closed
PCIA
592
Prime Capital Investment Advisors
Kansas
-$22K -49 Closed
GWM
593
Geneos Wealth Management
Colorado
-$23K -45 Closed
SFS
594
Sowell Financial Services
Arkansas
-$17K -34 Closed
Loomis, Sayles & Company
595
Loomis, Sayles & Company
Massachusetts
-$13K -28 Closed
ADIM
596
Alpha DNA Investment Management
Maryland
-$10K -24 Closed
TCWM
597
Total Clarity Wealth Management
Illinois
-$7K -15 Closed
APWA
598
Atlas Private Wealth Advisors
New Jersey
-$4K -9 Closed
CFGS
599
Concourse Financial Group Securities
Alabama
-$2.61K -5 Closed
LFG
600
Larson Financial Group
Missouri
-$2K -5 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.