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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
FCA
576
FinTrust Capital Advisors
South Carolina
$1K +$1.1K +3 New
JFGIW
577
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.1K +3 New
PMFA
578
Plante Moran Financial Advisors
Michigan
$1K +$1.1K +3 New
TWP
579
TFO Wealth Partners
Ohio
$1K +$1.46K +4 New
SFG
580
Steward Financial Group
Texas
$1K +$2.19K +6 New
TPCW
581
TD Private Client Wealth
New York
$601 +$730 +2 New
BRWM
582
B. Riley Wealth Management
Tennessee
$244 +$29.2K +80 +11%
RDIA
583
RE Dickinson Investment Advisors
Iowa
$4
LPC
584
Lone Pine Capital
Connecticut
-$212M -446,951 Closed
DKCM
585
Davidson Kempner Capital Management
New York
-$18.8M -39,550 Closed
ECM
586
Engle Capital Management
Connecticut
-$18.5M -39,000 Closed
AAM
587
AO Asset Management
New York
-$13.9M -29,216 Closed
JCM
588
JAT Capital Management
Connecticut
-$11.6M -24,423 Closed
AWA
589
Aaron Wealth Advisors
Illinois
-$51K -24,221 Closed
SLG
590
Stanley-Laman Group
Pennsylvania
-$9.63M -20,270 Closed
FDC
591
Flight Deck Capital
California
-$5.65M -11,900 Closed
GAM
592
Gotham Asset Management
New York
-$5.6M -11,789 Closed
TAM
593
Telemark Asset Management
Massachusetts
-$4.75M -10,000 Closed
OPERF
594
Oregon Public Employees Retirement Fund
Oregon
-$4.15M -8,740 Closed
Wealth Enhancement Advisory Services
595
Wealth Enhancement Advisory Services
Minnesota
-$4.31M -8,559 Closed
OCM
596
Oribel Capital Management
New York
-$3.94M -8,300 Closed
EAM
597
Erste Asset Management
Austria
-$2.56M -7,000 Closed
OSIA
598
O'Shares Investment Advisers
Massachusetts
-$2.88M -6,067 Closed
LCG
599
Lisanti Capital Growth
New York
-$2.6M -5,485 Closed
JPC
600
Jabodon PT Co
Nevada
-$2.46M -5,171 Closed

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.