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HubSpot

179 hedge funds and large institutions have $2.36B invested in HubSpot in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 49

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

15% more capital invested

Capital invested by funds: $2.05B → $2.36B (+$314M)

8% more funds holding

Funds holding: 166179 (+13)

4.74% more ownership

Funds ownership: 93.51%98.25% (+4.7%)

11% less call options, than puts

Call options by funds: $4.74M | Put options by funds: $5.36M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
179
Holders Change
+13
Holders Change %
+7.83%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
83
Reduced
49
Closed
20
Calls
$4.74M
Puts
$5.36M
Net Calls
-$612K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$142K +$42.6K +631 +41%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$123K +$117K +1,739 +1,288%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$113K +$67.1K +994 +137%
EMG
154
ETF Managers Group
New Jersey
$110K +$113K +1,666 New
OAM
155
Oppenheimer Asset Management
New York
$83K +$2.77K +41 +3%
PCP
156
Proficio Capital Partners
Massachusetts
$70K
PAM
157
Paradigm Asset Management
New York
$59.2K -$60.8K -900 -50%
IDBONY
158
Israel Discount Bank of New York
New York
$53K -$1.35K -20 -2%
Citigroup
159
Citigroup
New York
$53K +$26.3K +390 +91%
FPFS
160
First Personal Financial Services
North Carolina
$51K +$13K +193 +33%
AssetMark Inc
161
AssetMark Inc
California
$45K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$34K -$41.7K -618 -55%
HNB
163
Huntington National Bank
Ohio
$30K +$6.96K +103 +29%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$26K -$10.7K -158 -28%
Creative Planning
165
Creative Planning
Kansas
$26K
AIM
166
Acrospire Investment Management
Illinois
$26K +$27K +400 New
ASN
167
Advisory Services Network
Georgia
$25K
AIM
168
Arcadia Investment Management
Michigan
$24K
FHA
169
First Horizon Advisors
Tennessee
$23K
PHK
170
Point72 Hong Kong
Hong Kong
$22K -$92.7K -1,373 -80%
MA
171
MUFG Americas
New York
$21K
AG
172
Advisor Group
Arizona
$16K -$3.71K -55 -19%
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$14K -$270 -4 -2%
CG
174
Cutler Group
California
$6K -$27K -400 -80%
SPIA
175
Steward Partners Investment Advisory
New York
$3K

HUBS Hedge Fund Activity: Q2 2017 in Review

179 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2017, worth a combined $2.36B — up 15% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HUBS positions and 20 closed out — a net gain of 13 holders — while 83 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $94.6M. The largest seller was Wellington Management Group, cutting an estimated $20.7M.

  • 179 institutional investors held HubSpot (HUBS) as of Q2 2017, up from 166 in Q1 2017.
  • Funds reported $2.36B of HubSpot stock for Q2 2017, up 15% quarter-over-quarter.
  • 33 funds opened new HubSpot positions in Q2 2017 and 20 closed out, a net change of +13 holders.
  • The largest HubSpot buyer in Q2 2017 was Bank of New York Mellon, an estimated $94.6M added.
  • The largest HubSpot seller in Q2 2017 was Wellington Management Group, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2017.