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HubSpot
HUBS

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: 8 → 10 (+2)

20% more funds holding

Funds holding: 282 → 337 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$368M
2
JP Morgan Chase
JP Morgan Chase
New York
+$91.7M
3
WA
Wasatch Advisors
Utah
+$77.3M
4
BlackRock
BlackRock
New York
+$73.4M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$47.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$221M
2
LPC
Lone Pine Capital
Connecticut
-$103M
3
Citadel Advisors
Citadel Advisors
Florida
-$90.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$57.1M
5
Jennison Associates
Jennison Associates
New York
-$40.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$3.1M +$1.49M +8,273 +149%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$3.03M -$2.37M -13,172 -49%
CCM
103
Cinctive Capital Management
New York
$3.03M +$2.43M +13,504 New
Natixis Advisors
104
Natixis Advisors
Massachusetts
$3M +$2.41M +13,392 New
PA
105
Profund Advisors
Maryland
$2.84M +$30K +167 +1%
HCA
106
Harbour Capital Advisors
Virginia
$2.75M -$7.19K -40 -0.3%
PI
107
PineBridge Investments
New York
$2.66M +$1.92M +10,691 +911%
LPL Financial
108
LPL Financial
California
$2.63M +$791K +4,399 +60%
OSIA
109
O'Shares Investment Advisers
Massachusetts
$2.5M +$1.43M +7,943 +248%
AG
110
Aperio Group
California
$2.46M +$119K +660 +6%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$2.44M +$90.1K +501 +5%
OAM
112
Oppenheimer Asset Management
New York
$2.44M +$541K +3,009 +38%
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$2.38M +$1.91M +10,603 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$2.36M +$170K +946 +11%
KBC Group
115
KBC Group
Belgium
$2.33M +$1.48M +8,209 +380%
Comerica Bank
116
Comerica Bank
Texas
$2.22M -$348K -1,937 -17%
Osaic Holdings
117
Osaic Holdings
Arizona
$2.21M -$5.98M -33,279 -77%
MWNA
118
Marshall Wace North America
New York
$2.2M +$1.76M +9,809 New
AC
119
Aristeia Capital
Connecticut
$2.15M +$1.73M +9,600 New
CL
120
CSS LLC
Illinois
$2.15M +$1.73M +9,600 New
DKCM
121
Davidson Kempner Capital Management
New York
$2.15M +$1.73M +9,600 New
HCM
122
Highbridge Capital Management
New York
$2.15M +$1.73M +9,600 New
TCM
123
Tenor Capital Management
New York
$2.15M +$1.73M +9,600 New
ASRS
124
Arizona State Retirement System
Arizona
$2.08M -$48.2K -268 -3%
MVUM
125
Matrix VIII US Management
Massachusetts
$2.04M – – –
3 4
5
6 7

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.