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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
Marshall Wace
76
Marshall Wace
United Kingdom
$8.09M +$6.12M +34,009 +1,675%
WG
77
Winton Group
United Kingdom
$7.92M +$1.2M +6,649 +23%
KAM
78
Karani Asset Management
New York
$7.8M -$1.16M -6,440 -16%
Barclays
79
Barclays
United Kingdom
$7.2M -$331K -1,843 -5%
Man Group
80
Man Group
United Kingdom
$6.79M +$1.55M +8,625 +40%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$6.21M -$382K -2,123 -7%
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$5.79M -$6.85M -38,073 -60%
RJA
83
Raymond James & Associates
Florida
$5.62M +$281K +1,563 +7%
Asset Management One
84
Asset Management One
Japan
$5.49M +$454K +2,526 +12%
BCM
85
Bridgeway Capital Management
Texas
$5.22M -$219K -1,220 -5%
SIA
86
Sit Investment Associates
Minnesota
$5.14M
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$4.58M +$158K +879 +5%
Wolverine Trading
88
Wolverine Trading
Illinois
$4.53M -$820K -4,559 -18%
Deutsche Bank
89
Deutsche Bank
Germany
$4.43M -$2.31M -12,872 -39%
Federated Hermes
90
Federated Hermes
Pennsylvania
$4.22M +$3.38M +18,815 New
SRAM
91
Spouting Rock Asset Management
Pennsylvania
$4.06M -$308K -1,711 -9%
CSS
92
Cubist Systematic Strategies
Connecticut
$4.04M -$2.09M -11,628 -39%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$4.03M +$596K +3,316 +23%
QI
94
QS Investors
New York
$4.01M -$10.8K -60 -0.3%
ECM
95
ExodusPoint Capital Management
New York
$3.85M +$2.87M +15,953 +1,301%
Citigroup
96
Citigroup
New York
$3.81M +$2.02M +11,209 +194%
PAMP
97
Polar Asset Management Partners
Ontario, Canada
$3.79M +$3.04M +16,900 New
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$3.56M +$354K +1,969 +14%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$3.41M -$306K -1,700 -10%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$3.36M -$3.18M -17,707 -54%

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.