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HubSpot

179 hedge funds and large institutions have $2.36B invested in HubSpot in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $2.05B → $2.36B (+$314M)

8% more funds holding

Funds holding: 166179 (+13)

4.74% more ownership

Funds ownership: 93.51%98.25% (+4.7%)

11% less call options, than puts

Call options by funds: $4.74M | Put options by funds: $5.36M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
83
Reduced
49
Closed
20
Calls
$4.74M
Puts
$5.36M
Net Calls
-$612K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
76
Nordea Investment Management
Sweden
$1.89M +$1.94M +28,769 New
Credit Agricole
77
Credit Agricole
France
$1.83M +$1.88M +27,900 New
Victory Capital Management
78
Victory Capital Management
Texas
$1.79M -$826K -12,230 -31%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.71M +$242K +3,589 +16%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7M -$501K -7,417 -22%
CEP
81
Chicago Equity Partners
Illinois
$1.51M +$1.55M +22,925 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$1.5M +$168K +2,490 +12%
AIG
83
American International Group
New York
$1.37M +$231K +3,425 +20%
CIA
84
Capital Impact Advisors
Massachusetts
$1.36M -$537K -7,948 -28%
TAM
85
Telemark Asset Management
Massachusetts
$1.31M +$1.35M +20,000 New
SPM
86
Symmetry Peak Management
Pennsylvania
$1.28M -$161K -2,390 -11%
UBS Group
87
UBS Group
Switzerland
$1.24M +$284K +4,199 +29%
PA
88
Profund Advisors
Maryland
$1.24M +$96K +1,422 +8%
AIM
89
ARK Investment Management
Florida
$1.23M +$598K +8,855 +90%
Barclays
90
Barclays
United Kingdom
$1.22M +$827K +12,251 +196%
SO
91
STRS Ohio
Ohio
$1.2M +$20.3K +300 +2%
CSS
92
Cubist Systematic Strategies
Connecticut
$1.13M +$700K +10,358 +150%
UBS AM
93
UBS AM
Illinois
$1.09M +$251K +3,711 +29%
BIM
94
Bogle Investment Management
Massachusetts
$1.09M +$1.12M +16,524 New
PCM
95
Portolan Capital Management
Massachusetts
$1.05M -$6.54M -96,848 -86%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$1.04M +$793K +11,736 +289%
DM
97
Diker Management
New York
$1.02M +$1.05M +15,500 New
VOYA Investment Management
98
VOYA Investment Management
Georgia
$1.01M +$258K +3,814 +33%
NIMI
99
Natixis Investment Managers International
France
$908K +$933K +13,815 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$894K +$918K +13,600 New

HUBS Hedge Fund Activity: Q2 2017 in Review

179 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2017, worth a combined $2.36B — up 15% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HUBS positions and 20 closed out — a net gain of 13 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $94.6M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 179 institutional investors held HubSpot (HUBS) as of Q2 2017, up from 166 in Q1 2017.
  • Funds reported $2.36B of HubSpot stock for Q2 2017, up 15% quarter-over-quarter.
  • 33 funds opened new HubSpot positions in Q2 2017 and 20 closed out, a net change of +13 holders.
  • The largest HubSpot buyer in Q2 2017 was Bank of New York Mellon, an estimated $94.6M added.
  • The largest HubSpot seller in Q2 2017 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2017.