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HubSpot

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 89

4.5% more ownership

Funds ownership: 94.37%98.87% (+4.5%)

2% less call options, than puts

Call options by funds: $94M | Put options by funds: $95.6M

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 289282 (-7)

11% less capital invested

Capital invested by funds: $6.41B → $5.7B (-$712M)

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$1.05M -$44.9K -270 -3%
OAM
127
Oppenheimer Asset Management
New York
$1.05M +$310K +1,865 +31%
URS
128
Utah Retirement Systems
Utah
$1.03M
LCM
129
Laurion Capital Management
New York
$999K +$1.25M +7,500 New
CB
130
Commerce Bank
Missouri
$990K +$213K +1,284 +21%
LPL Financial
131
LPL Financial
California
$973K +$97.5K +587 +9%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$941K -$14.8M -88,954 -93%
XK
133
Xact Kapitalforvaltning
Sweden
$938K
Osaic Holdings
134
Osaic Holdings
Arizona
$916K +$7.17M +43,152 New
CCP
135
Clough Capital Partners
Massachusetts
$905K -$673K -4,048 -37%
PCR
136
Potrero Capital Research
California
$887K -$1.78M -10,738 -62%
SC
137
Slow Capital
California
$882K -$37.5K -226 -3%
OPFM
138
Optimus Prime Fund Management
Cayman Islands
$879K +$565K +3,400 +106%
P8IP
139
Pier 88 Investment Partners
California
$858K +$523K +3,150 +96%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$851K +$5.32K +32 +0.5%
CIA
141
Capital Impact Advisors
Massachusetts
$849K +$98.7K +594 +10%
Simplex Trading
142
Simplex Trading
Illinois
$849K +$787K +4,739 +289%
CIP
143
Chartwell Investment Partners
Pennsylvania
$838K
CG
144
Carmignac Gestion
France
$775K +$966K +5,816 New
Citigroup
145
Citigroup
New York
$769K -$907K -5,457 -49%
Canada Life
146
Canada Life
Manitoba, Canada
$747K +$321K +1,931 +53%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$745K +$119K +714 +15%
GT
148
Glenmede Trust
Pennsylvania
$741K
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$707K +$882K +5,311 New
JMPWA
150
JP Morgan Private Wealth Advisors
California
$674K -$3.87M -23,277 -82%

HUBS Hedge Fund Activity: Q1 2020 in Review

282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2020, worth a combined $5.7B — down 11% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HUBS and 54 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $179M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $94.8M sold.

  • 282 institutional investors held HubSpot (HUBS) as of Q1 2020, down from 289 in Q4 2019.
  • Funds reported $5.7B of HubSpot stock for Q1 2020, down 11% quarter-over-quarter.
  • 54 funds opened new HubSpot positions in Q1 2020 and 57 closed out, a net change of -3 holders.
  • The largest HubSpot buyer in Q1 2020 was T. Rowe Price Associates, an estimated $179M added.
  • The largest HubSpot seller in Q1 2020 was Capital Research Global Investors, an estimated $94.8M sold.

Based on aggregated 13F filings for Q1 2020.