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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
FAM
126
Fulcrum Asset Management
United Kingdom
$2.03M +$1.56M +8,651 New
AB
127
Amalgamated Bank
New York
$1.93M -$371K -2,065 -19%
P8IP
128
Pier 88 Investment Partners
California
$1.92M +$377K +2,099 +33%
BC
129
Brinker Capital
Pennsylvania
$1.91M +$89.4K +497 +6%
BCM
130
BlueCrest Capital Management
Jersey
$1.89M +$1.51M +8,400 New
LCG
131
Lisanti Capital Growth
New York
$1.84M -$1.8M -9,995 -55%
URS
132
Utah Retirement Systems
Utah
$1.76M +$18K +100 +1%
Lazard Asset Management
133
Lazard Asset Management
New York
$1.73M +$1.23M +6,864 +830%
AAMU
134
Amundi Asset Management US
Massachusetts
$1.67M -$105K -586 -7%
Jacobs Levy Equity Management
135
Jacobs Levy Equity Management
New Jersey
$1.65M -$12.6M -70,223 -91%
DIA
136
Dana Investment Advisors
Wisconsin
$1.64M -$668K -3,717 -34%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$1.61M -$11.4M -63,359 -90%
HI
138
HBK Investments
Texas
$1.61M +$1.29M +7,200 New
MAM
139
Myriad Asset Management
Hong Kong
$1.61M +$1.29M +7,200 New
SC
140
Sculptor Capital
New York
$1.61M +$1.29M +7,200 New
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$1.58M +$1.27M +7,044 New
TI
142
Trexquant Investment
Connecticut
$1.56M -$2.12M -11,794 -63%
PCM
143
Prelude Capital Management
New York
$1.55M +$1.24M +6,912 New
VRS
144
Virginia Retirement Systems
Virginia
$1.55M -$180K -1,000 -13%
Jane Street
145
Jane Street
New York
$1.52M +$857K +4,768 +239%
SC
146
Slow Capital
California
$1.5M +$7.19K +40 +0.6%
Victory Capital Management
147
Victory Capital Management
Texas
$1.43M -$1.25M -6,967 -52%
CIP
148
Chartwell Investment Partners
Pennsylvania
$1.42M +$3.06K +17 +0.3%
Principal Financial Group
149
Principal Financial Group
Iowa
$1.38M +$216K +1,203 +24%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36M +$1.12M +6,243 New

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.