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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
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.38M +$244K +2,905 +23%
1832 Asset Management
102
1832 Asset Management
Ontario, Canada
$1.37M +$1.31M +15,600 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.34M +$1.28M +15,198 New
Legal & General Group
104
Legal & General Group
United Kingdom
$1.34M +$99.9K +1,191 +9%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.34M -$18K -215 -1%
NIMI
106
Natixis Investment Managers International
France
$1.29M +$69.2K +825 +6%
SCM
107
Sterling Capital Management
North Carolina
$1.24M +$1.18M +14,010 New
AQR Capital Management
108
AQR Capital Management
Connecticut
$1.23M +$489K +5,831 +72%
Wolverine Trading
109
Wolverine Trading
Illinois
$1.2M -$110K -1,313 -9%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$1.2M
HCA
111
Harbour Capital Advisors
Virginia
$1.11M +$59.2K +705 +6%
PCM
112
Portolan Capital Management
Massachusetts
$1.09M
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$1.01M +$731K +8,706 +322%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$953K +$294K +3,505 +48%
PG
115
Pendal Group
Australia
$938K -$145K -1,724 -14%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$926K -$1.04M -12,376 -54%
USAA
117
United Services Automobile Association
Texas
$869K +$28.5K +340 +4%
CB
118
Commerce Bank
Missouri
$857K -$8.81K -105 -1%
BM
119
Brandywine Managers
Delaware
$855K
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$840K +$797K +9,500 New
HLA
121
Hamilton Lane Advisors
Pennsylvania
$812K +$771K +9,188 New
SIA
122
Sit Investment Associates
Minnesota
$809K
HighTower Advisors
123
HighTower Advisors
Illinois
$795K +$435K +5,180 +137%
QC
124
Quadrature Capital
United Kingdom
$766K +$727K +8,660 New
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$706K -$839 -10 -0.1%

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.