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HubSpot

250 hedge funds and large institutions have $5.6B invested in HubSpot in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $4.7B → $5.6B (+$901M)

5% more funds holding

Funds holding: 238250 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.64% less ownership

Funds ownership: 98.33%95.7% (-2.6%)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

53% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $69.1M

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
72
Reduced
99
Closed
27
Calls
$32.4M
Puts
$69.1M
Net Calls
-$36.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
$641K -$153K -1,115 -21%
MLL
152
Moody Lynn & Lieberson
Massachusetts
$634K +$578K +4,203 New
SSWM
153
Sheets Smith Wealth Management
North Carolina
$621K +$565K +4,112 New
LPL Financial
154
LPL Financial
California
$584K +$41.8K +304 +9%
Canada Life
155
Canada Life
Manitoba, Canada
$580K
DTL
156
Dynamic Technology Lab
Singapore
$573K +$521K +3,791 New
VF
157
Virtu Financial
New York
$533K -$129K -937 -21%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$530K -$599K -4,357 -55%
IC
159
Inverness Counsel
New York
$507K
AAM
160
Advisors Asset Management
Colorado
$507K +$461K +3,357 New
RJFSA
161
Raymond James Financial Services Advisors
Florida
$505K -$1.69M -12,284 -79%
AIP
162
Ameritas Investment Partners
Nebraska
$456K +$8.94K +65 +2%
Man Group
163
Man Group
United Kingdom
$454K -$200K -1,452 -33%
PP
164
Paloma Partners
Connecticut
$454K +$111K +811 +37%
FIA
165
FNY Investment Advisers
New York
$452K +$412K +3,000 New
JWS
166
Juncture Wealth Strategies
Arizona
$436K -$21.7K -158 -5%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$394K -$24.9K -181 -6%
CSS
168
Cubist Systematic Strategies
Connecticut
$365K +$43K +313 +15%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$362K
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$361K +$5.5K +40 +2%
GCA
171
Gideon Capital Advisors
New York
$357K -$329K -2,395 -50%
Pacer Advisors
172
Pacer Advisors
Pennsylvania
$331K +$301K +2,190 New
AB
173
Amalgamated Bank
New York
$321K -$469K -3,411 -62%
WG
174
Winton Group
United Kingdom
$312K -$93.6K -681 -25%
WF
175
Welch & Forbes
Massachusetts
$303K -$10.3K -75 -4%

HUBS Hedge Fund Activity: Q3 2018 in Review

250 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2018, worth a combined $5.6B — up 19% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HUBS positions and 27 closed out — a net gain of 14 holders — while 72 added to existing stakes and 99 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $162M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 250 institutional investors held HubSpot (HUBS) as of Q3 2018, up from 238 in Q2 2018.
  • Funds reported $5.6B of HubSpot stock for Q3 2018, up 19% quarter-over-quarter.
  • 41 funds opened new HubSpot positions in Q3 2018 and 27 closed out, a net change of +14 holders.
  • The largest HubSpot buyer in Q3 2018 was Capital Research Global Investors, an estimated $162M added.
  • The largest HubSpot seller in Q3 2018 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2018.