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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
126
Sit Investment Associates
Minnesota
$8.68M -$470K -1,070 -5%
BC
127
BIT Capital
Germany
$8.67M -$13.5M -30,815 -62%
DILIC
128
Dai-ichi Life Insurance Company
Japan
$8.46M +$7.95M +18,100 +3,521%
Victory Capital Management
129
Victory Capital Management
Texas
$8.44M +$175K +398 +2%
Voloridge Investment Management
130
Voloridge Investment Management
Florida
$8.26M +$7.99M +18,180 New
MCM
131
Maytus Capital Management
New York
$7.95M
CII
132
Capital International Inc
California
$7.83M +$112K +256 +2%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$7.56M -$1.43M -3,260 -16%
Aviva
134
Aviva
United Kingdom
$7.55M +$7.08M +16,113 +3,184%
FAF
135
Fjarde Ap-fonden
Sweden
$7.4M +$527K +1,200 +8%
JAMH
136
Junson Asset Management (HK)
Hong Kong
$7.4M +$6.63M +15,090 New
BCM
137
Bridgeway Capital Management
Texas
$7.39M -$883K -2,010 -11%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$7.18M +$856K +1,949 +14%
PI
139
PineBridge Investments
New York
$6.99M +$1.29M +2,944 +24%
Royal London Asset Management
140
Royal London Asset Management
United Kingdom
$6.97M +$6.75M +15,353 New
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$6.93M +$4.97M +11,304 +286%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$6.89M -$18.5K -42 -0.3%
Adage Capital Partners
143
Adage Capital Partners
Massachusetts
$6.81M +$6.59M +15,000 New
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$6.63M -$286K -650 -4%
JG
145
Jefferies Group
New York
$6.53M +$441K +1,003 +7%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$6.53M -$595K -1,354 -9%
CCM
147
Cinctive Capital Management
New York
$6.49M +$4.29M +9,758 +215%
Truist Financial
148
Truist Financial
North Carolina
$6.31M -$2.31M -5,268 -28%
CI
149
Capital International
California
$6.14M -$216K -492 -4%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$6.12M -$33.8M -76,898 -85%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.