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HubSpot

199 hedge funds and large institutions have $3.3B invested in HubSpot in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

78% more call options, than puts

Call options by funds: $9.99M | Put options by funds: $5.61M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 55

11% more capital invested

Capital invested by funds: $2.97B → $3.3B (+$333M)

11% more funds holding

Funds holding: 179199 (+20)

4.51% more ownership

Funds ownership: 95.47%99.98% (+4.5%)

Holders
199
Holders Change
+20
Holders Change %
+11.17%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
73
Reduced
55
Closed
19
Calls
$9.99M
Puts
$5.61M
Net Calls
+$4.38M
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
XK
151
Xact Kapitalforvaltning
Sweden
$269K +$255K +3,044 New
AG
152
Advisor Group
Arizona
$268K +$239K +2,850 +1,524%
AIP
153
Ameritas Investment Partners
Nebraska
$261K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$239K +$252 +3 +0.1%
SO
155
STRS Ohio
Ohio
$221K -$1.53M -18,207 -88%
SM
156
Sciencast Management
New Jersey
$219K +$183K +2,178 New
RJT
157
Raymond James Trust
Florida
$216K +$205K +2,443 New
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$206K +$50.9K +606 +35%
CG
159
Cutler Group
California
$201K +$191K +2,275 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$113K -$5.04K -60 -4%
P8IP
161
Pier 88 Investment Partners
California
$107K -$53K -631 -34%
EDRH
162
Edmond de Rothschild Holding
Switzerland
$98K +$92.3K +1,100 New
Pacer Advisors
163
Pacer Advisors
Pennsylvania
$95K +$90.2K +1,075 New
PCP
164
Proficio Capital Partners
Massachusetts
$88K
IDBONY
165
Israel Discount Bank of New York
New York
$71K
VFA
166
Valeo Financial Advisors
Indiana
$71K +$50.4K +600 +293%
FPFS
167
First Personal Financial Services
North Carolina
$69K
AssetMark Inc
168
AssetMark Inc
California
$61K
Citigroup
169
Citigroup
New York
$56K -$27.5K -328 -34%
II
170
Inspire Investing
Idaho
$55K +$52.5K +626 New
IUHSA
171
Itau Unibanco Holding S.A.
Brazil
$53K +$6.21K +74 +14%
HNB
172
Huntington National Bank
Ohio
$39K
ASN
173
Advisory Services Network
Georgia
$33K
AIM
174
Arcadia Investment Management
Michigan
$32K
FHA
175
First Horizon Advisors
Tennessee
$30K

HUBS Hedge Fund Activity: Q4 2017 in Review

199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2017, worth a combined $3.3B — up 11% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HUBS positions and 19 closed out — a net gain of 20 holders — while 73 added to existing stakes and 55 trimmed.

The largest buyer was Artisan Partners, adding an estimated $68.6M. The largest seller was Frontier Capital Management, cutting an estimated $15.3M.

  • 199 institutional investors held HubSpot (HUBS) as of Q4 2017, up from 179 in Q3 2017.
  • Funds reported $3.3B of HubSpot stock for Q4 2017, up 11% quarter-over-quarter.
  • 39 funds opened new HubSpot positions in Q4 2017 and 19 closed out, a net change of +20 holders.
  • The largest HubSpot buyer in Q4 2017 was Artisan Partners, an estimated $68.6M added.
  • The largest HubSpot seller in Q4 2017 was Frontier Capital Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2017.