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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
FRA
576
Front Row Advisors
California
$9K
CWP
577
Concord Wealth Partners
Virginia
$8K
RE
578
RBC Europe
United Kingdom
$8K +$7.75K +16 New
CFGS
579
Concourse Financial Group Securities
Alabama
$7K
KTC
580
Kistler-Tiffany Companies
Pennsylvania
$7K
VCM
581
Vigilant Capital Management
Maine
$7K
JWA
582
JFS Wealth Advisors
Pennsylvania
$7K +$1.45K +3 +25%
CHA
583
Carmichael Hill & Associates
Maryland
$6K
EFS
584
Econ Financial Services
Pennsylvania
$6K
WBC
585
West Branch Capital
Massachusetts
$6K
RDIA
586
RE Dickinson Investment Advisors
Iowa
$6K +$2.91K +6 +100%
JWM
587
Janiczek Wealth Management
Colorado
$6K +$6.3K +13 New
CFO
588
CVA Family Office
Colorado
$5K -$4.84K -10 -50%
APC
589
Aspire Private Capital
North Carolina
$5K
CFD
590
Creative Financial Designs
Indiana
$5K
DHGWA
591
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K
PWMG
592
Prestige Wealth Management Group
New Jersey
$5K
TFA
593
Toth Financial Advisory
Virginia
$5K
BFC
594
Bedel Financial Consulting
Indiana
$5K +$1.45K +3 +43%
WPA
595
West Paces Advisors
Georgia
$4.27K
GWS
596
Glassman Wealth Services
Virginia
$4K -$16K -33 -80%
VNA
597
Valley National Advisers
Pennsylvania
$4K -$2.91K -6 -40%
TJHA
598
Thomas J. Herzfeld Advisors
Florida
$4K
ZB
599
Zions Bancorporation
Utah
$4K +$1.94K +4 +100%
CAC
600
Core Alternative Capital
Georgia
$4K +$3.39K +7 +350%

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.