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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
OAJ
601
Ogorek Anthony Joseph
New York
$4K +$4.84K +10 New
RDFA
602
Ritter Daniher Financial Advisory
Ohio
$3K
SC
603
Stephens Consulting
Michigan
$2.38K -$9.21K -19 -79%
CI Investments Inc
604
CI Investments Inc
Ontario, Canada
$2K -$263K -543 -99%
S
605
Surevest
California
$2K -$5.33K -11 -69%
BCM
606
Blume Capital Management
California
$2K
CFFP
607
Center for Financial Planning
Michigan
$2K
FWM
608
Focused Wealth Management
New York
$2K
PFGIA
609
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SWM
610
Sugarloaf Wealth Management
Georgia
$2K
LWA
611
Lenox Wealth Advisors
New York
$2K +$1.94K +4 New
MGIM
612
M&G Investment Management
United Kingdom
$1.7K +$1.73M +3,576 New
SWA
613
Sutton Wealth Advisors
Florida
$1.43K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$1K -$18.9K -39 -93%
AF
615
Allworth Financial
California
$1K -$14.1K -29 -94%
MIM
616
Macroview Investment Management
Maryland
$1K -$13.6K -28 -90%
BA
617
Bivin & Associates
Oklahoma
$1K
CSB
618
City State Bank
Iowa
$1K
CWM
619
Curi Wealth Management
North Carolina
$1K
FBT
620
First Bank & Trust
South Dakota
$1K
GCS
621
Gordian Capital (Singapore)
Singapore
$1K
KFI
622
Key Financial Inc
Pennsylvania
$1K
DI
623
Disciplined Investments
Oklahoma
$1K +$969 +2 New
PCA
624
Providence Capital Advisors
North Carolina
$1K +$1.45K +3 New
FF
625
FourThought Financial
Florida
$1K +$3.88K +8 +267%

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.