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HubSpot

250 hedge funds and large institutions have $5.6B invested in HubSpot in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $4.7B → $5.6B (+$901M)

5% more funds holding

Funds holding: 238250 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.64% less ownership

Funds ownership: 98.33%95.7% (-2.6%)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

53% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $69.1M

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
72
Reduced
99
Closed
27
Calls
$32.4M
Puts
$69.1M
Net Calls
-$36.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
76
Nordea Investment Management
Sweden
$4.67M +$784K +5,706 +23%
Nomura Holdings
77
Nomura Holdings
Japan
$4.5M -$10.2M -73,965 -71%
Principal Financial Group
78
Principal Financial Group
Iowa
$4.44M +$312K +2,267 +8%
PA
79
Profund Advisors
Maryland
$4.43M +$119K +862 +3%
MAP
80
Moody Aldrich Partners
Massachusetts
$4.38M +$3.98M +28,987 New
AR
81
Advisory Research
Illinois
$4.2M -$1.93M -14,031 -34%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$4.03M +$935K +6,800 +34%
Barclays
83
Barclays
United Kingdom
$3.8M +$2.42M +17,626 +233%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$3.76M +$412 +3 +0%
AIG
85
American International Group
New York
$3.63M +$59.7K +434 +2%
B
86
Bailard
California
$3.59M -$234K -1,700 -7%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.52M -$447K -3,250 -12%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$3.5M -$3.38M -24,568 -51%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$3.35M +$3.05M +22,204 New
CS
90
Credit Suisse
Switzerland
$3.15M -$3.16M -22,990 -52%
LCG
91
Lisanti Capital Growth
New York
$3.08M -$45K -327 -2%
EI
92
EAM Investors
California
$3.08M -$640K -4,653 -19%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$3.08M +$1.15M +8,350 +69%
Citadel Advisors
94
Citadel Advisors
Florida
$3.07M -$9.4M -68,381 -77%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$3.01M +$705K +5,126 +35%
RCAMU
96
Rothschild & Co Asset Management US
Connecticut
$2.99M +$634K +4,614 +30%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$2.99M -$115K -840 -4%
AQR Capital Management
98
AQR Capital Management
Connecticut
$2.93M +$657K +4,781 +33%
SEI Investments
99
SEI Investments
Pennsylvania
$2.87M -$1.5M -10,921 -36%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.87M -$1.29M -9,354 -33%

HUBS Hedge Fund Activity: Q3 2018 in Review

250 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2018, worth a combined $5.6B — up 19% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HUBS positions and 27 closed out — a net gain of 14 holders — while 72 added to existing stakes and 99 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $162M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 250 institutional investors held HubSpot (HUBS) as of Q3 2018, up from 238 in Q2 2018.
  • Funds reported $5.6B of HubSpot stock for Q3 2018, up 19% quarter-over-quarter.
  • 41 funds opened new HubSpot positions in Q3 2018 and 27 closed out, a net change of +14 holders.
  • The largest HubSpot buyer in Q3 2018 was Capital Research Global Investors, an estimated $162M added.
  • The largest HubSpot seller in Q3 2018 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2018.