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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
TFA
576
Toth Financial Advisory
Virginia
$7K +$6.44K +10 New
WPA
577
West Paces Advisors
Georgia
$5.41K
BFC
578
Bedel Financial Consulting
Indiana
$5K
HPC
579
HM Payson & Co
Maine
$5K
TJHA
580
Thomas J. Herzfeld Advisors
Florida
$5K +$5.15K +8 New
DWA
581
Delos Wealth Advisors
Texas
$4K +$3.87K +6 New
WTC
582
WhitTier Trust Company
Nevada
$4K +$3.87K +6 New
BCM
583
Blume Capital Management
California
$3K
FWM
584
Focused Wealth Management
New York
$3K
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$3K
SWM
586
Sugarloaf Wealth Management
Georgia
$3K
TFM
587
TFC Financial Management
Massachusetts
$3K +$2.58K +4 New
MIM
588
Macroview Investment Management
Maryland
$2K
FF
589
FourThought Financial
Florida
$2K +$1.93K +3 New
ZB
590
Zions Bancorporation
Utah
$2K +$1.93K +3 New
EBA
591
Eagle Bay Advisors
New York
$2K +$2.58K +4 New
AAP
592
Arax Advisory Partners
Colorado
$1K +$644 +1 New
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$1K +$644 +1 New
LWM
594
Liberty Wealth Management
California
$1K +$644 +1 New
RFA
595
Reilly Financial Advisors
California
$1K +$1.29K +2 New
Nisa Investment Advisors
596
Nisa Investment Advisors
Missouri
$846 +$419K +651 +109%
Walleye Capital
597
Walleye Capital
New York
$353 -$288K -447 -46%
BBHC
598
Brown Brothers Harriman & Co
New York
$59
MCM
599
Melvin Capital Management
New York
-$58.3M -100,000 Closed
Point72 Asset Management
600
Point72 Asset Management
Connecticut
-$47.4M -81,390 Closed

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.