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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
AT
701
American Trust
Kentucky
-$206K -313 Closed
EN1L
702
Engine No 1 LLC
California
-$203K -308 Closed
MG
703
Mather Group
Illinois
-$200K -304 Closed
AS
704
Altshuler Shaham
Israel
-$185K -280 Closed
GA
705
GraniteShares Advisors
New York
-$150K -228 Closed
BAM
706
Belpointe Asset Management
Nevada
-$135K -205 Closed
NL
707
NVWM LLC
Pennsylvania
-$118K -179 Closed
CFB
708
Cullen/Frost Bankers
Texas
-$92K -140 Closed
AIL
709
AGF Investments LLC
Ontario, Canada
-$72K -109 Closed
RFP
710
Roth Financial Partners
Texas
-$66K -100 Closed
HPC
711
HM Payson & Co
Maine
-$55K -84 Closed
CWS
712
Confluence Wealth Services
Pennsylvania
-$30K -47 Closed
CA
713
CoreCap Advisors
Michigan
-$20K -31 Closed
WAS
714
Winch Advisory Services
Wisconsin
-$19K -29 Closed
GI
715
Gradient Investments
Minnesota
-$17K -26 Closed
TCM
716
Tradewinds Capital Management
Washington
-$16K -25 Closed
PB
717
Pinnacle Bancorp
Nebraska
-$15K -22 Closed
M1FG
718
Mach-1 Financial Group
Arkansas
-$13K -20 Closed
TCWM
719
Total Clarity Wealth Management
Illinois
-$10K -15 Closed
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -12 Closed
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
-$6K -9 Closed
ECM
722
Estabrook Capital Management
New York
-$4.61K -7 Closed
SCA
723
Stonebridge Capital Advisors
Minnesota
-$5K -7 Closed
TFM
724
TFC Financial Management
Massachusetts
-$5K -7 Closed
MTWM
725
Masso Torrence Wealth Management
New Jersey
-$3K -4 Closed

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.