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HubSpot

199 hedge funds and large institutions have $3.3B invested in HubSpot in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

78% more call options, than puts

Call options by funds: $9.99M | Put options by funds: $5.61M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $2.97B → $3.3B (+$333M)

11% more funds holding

Funds holding: 179199 (+20)

4.51% more ownership

Funds ownership: 95.47%99.98% (+4.5%)

Holders
199
Holders Change
+20
Holders Change %
+11.17%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
73
Reduced
55
Closed
19
Calls
$9.99M
Puts
$5.61M
Net Calls
+$4.38M
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$7.33M -$560K -6,676 -7%
Renaissance Technologies
52
Renaissance Technologies
New York
$6.55M +$394K +4,700 +7%
Axa
53
Axa
France
$6.47M +$266K +3,164 +5%
AR
54
Advisory Research
Illinois
$6.27M -$1.5M -17,902 -20%
NCGI
55
Next Century Growth Investors
Minnesota
$5.69M -$465K -5,544 -8%
NPF
56
Norris Perne & French
Michigan
$5.41M -$4.11K -49 -0.1%
Fidelity International
57
Fidelity International
Bermuda
$5.39M
AI
58
Axiom Investors
Connecticut
$5.33M +$5.05M +60,232 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$5.02M +$218K +2,600 +5%
AIM
60
ARK Investment Management
Florida
$4.99M +$2.39M +28,425 +101%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.75M -$70.2K -836 -2%
RJA
62
Raymond James & Associates
Florida
$4.4M +$3.02M +35,959 +261%
Allianz Asset Management
63
Allianz Asset Management
Germany
$4.35M +$3.72M +44,275 +894%
AAMU
64
Amundi Asset Management US
Massachusetts
$4.24M -$10.8M -128,636 -73%
PPA
65
Parametric Portfolio Associates
Washington
$4.22M +$1.38M +16,459 +53%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$3.95M +$1.58M +18,812 +73%
NIP
67
Nicholas Investment Partners
California
$3.63M -$895K -10,670 -21%
UBS Group
68
UBS Group
Switzerland
$3.44M +$793K +9,447 +32%
QIM
69
Quantitative Investment Management
Virginia
$3.34M +$3.17M +37,800 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.9M -$455K -5,428 -14%
EGM
71
Engineers Gate Manager
New York
$2.84M +$2.7M +32,153 New
CPIM
72
Columbia Partners Investment Management
Virginia
$2.79M -$288K -3,429 -10%
RA
73
Royce & Associates
New York
$2.74M -$1.09M -13,000 -30%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$2.66M +$10.7K +127 +0.4%
CEP
75
Chicago Equity Partners
Illinois
$2.63M -$1.06M -12,650 -30%

HUBS Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2017, worth a combined $3.3B — up 11% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HUBS positions and 19 closed out — a net gain of 20 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Artisan Partners, adding an estimated $68.6M. The largest seller was Frontier Capital Management, cutting an estimated $15.3M.

  • 199 institutional investors held HubSpot (HUBS) as of Q4 2017, up from 179 in Q3 2017.
  • Funds reported $3.3B of HubSpot stock for Q4 2017, up 11% quarter-over-quarter.
  • 39 funds opened new HubSpot positions in Q4 2017 and 19 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q4 2017 was Artisan Partners, an estimated $68.6M added.
  • The largest HubSpot seller in Q4 2017 was Frontier Capital Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2017.