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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more capital invested

Capital invested by funds: $5.7B → $9.5B (+$3.8B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 282337 (+55)

3% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 104

1.9% less ownership

Funds ownership: 98.87%96.97% (-1.9%)

22% less call options, than puts

Call options by funds: $169M | Put options by funds: $218M

Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$29.4M -$14.9M -83,056 -39%
GIM
52
Granahan Investment Management
Massachusetts
$27.7M -$4.21M -23,430 -16%
WRF
53
Waddell & Reed Financial
Kansas
$24.8M -$11.8M -65,635 -37%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$24.5M +$390K +2,170 +2%
Axa
55
Axa
France
$22.7M -$8.42M -46,814 -32%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$21.1M -$6.72M -37,377 -28%
Swiss National Bank
57
Swiss National Bank
Switzerland
$20.6M +$2.32M +12,900 +16%
AIM
58
ARK Investment Management
Florida
$19.5M +$6.47M +36,000 +71%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$18.9M +$74.8K +416 +0.5%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$16M +$332K +1,844 +3%
TCM
61
TimesSquare Capital Management
New York
$14.5M +$1.67M +9,300 +17%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$13.8M -$937K -5,210 -8%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$13.7M +$11.3K +63 +0.1%
SEI Investments
64
SEI Investments
Pennsylvania
$12.7M +$1.25M +6,932 +14%
Harris Associates
65
Harris Associates
Illinois
$12.6M +$9.29M +51,685 +1,171%
BC
66
BIT Capital
Germany
$11.8M +$9.47M +52,673 New
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$11.4M +$394K +2,192 +5%
PPA
68
Parametric Portfolio Associates
Washington
$11.2M +$318K +1,767 +4%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$10.7M +$1.35M +7,509 +19%
TP
70
TenCore Partners
New York
$10.5M -$1.99M -11,093 -19%
CS
71
Credit Suisse
Switzerland
$10.5M -$720K -4,003 -8%
FCM
72
Frontier Capital Management
Massachusetts
$9.6M +$1.55M +8,629 +25%
UBS Group
73
UBS Group
Switzerland
$9.51M -$1.91M -10,645 -20%
Legal & General Group
74
Legal & General Group
United Kingdom
$9.36M +$1.41M +7,866 +23%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.94M +$217K +1,208 +3%

HUBS Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2020, worth a combined $9.5B — up 67% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HUBS positions and 43 closed out — a net gain of 56 holders — while 101 added to existing stakes and 104 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 337 institutional investors held HubSpot (HUBS) as of Q2 2020, up from 282 in Q1 2020.
  • Funds reported $9.5B of HubSpot stock for Q2 2020, up 67% quarter-over-quarter.
  • 99 funds opened new HubSpot positions in Q2 2020 and 43 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q2 2020 was T. Rowe Price Associates, an estimated $368M added.
  • The largest HubSpot seller in Q2 2020 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.