We are live on ! Find out more
HUBS icon

HubSpot

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 89

4.5% more ownership

Funds ownership: 94.37%98.87% (+4.5%)

2% less call options, than puts

Call options by funds: $94M | Put options by funds: $95.6M

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 289282 (-7)

11% less capital invested

Capital invested by funds: $6.41B → $5.7B (-$712M)

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$660K +$576K +3,466 +233%
MIH
152
Meitav Investment House
Israel
$650K -$232K -1,395 -22%
BBVA
153
Banco Bilbao Vizcaya Argentaria
Spain
$639K
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$636K -$1.14M -6,858 -59%
B
155
Bailard
California
$596K -$299K -1,800 -29%
Harris Associates
156
Harris Associates
Illinois
$588K +$733K +4,412 New
IWS
157
Insight Wealth Strategies
California
$571K -$1.46M -8,808 -67%
PG
158
Pendal Group
Australia
$540K +$57.8K +348 +9%
SS
159
Sunbelt Securities
Texas
$524K +$529K +3,185 New
QCM
160
Quantinno Capital Management
New York
$509K +$635K +3,821 New
Walleye Trading
161
Walleye Trading
New York
$507K +$628K +3,781 +14,004%
VFA
162
Values First Advisors
Tennessee
$506K +$40.2K +242 +7%
EGM
163
Engineers Gate Manager
New York
$502K +$626K +3,770 New
AC
164
Addison Capital
Pennsylvania
$493K +$143K +863 +30%
PIA
165
Piedmont Investment Advisors
North Carolina
$479K +$93.4K +562 +18%
AAM
166
Advisors Asset Management
Colorado
$476K -$13.3K -80 -2%
SAM
167
Shell Asset Management
Netherlands
$465K -$8.97K -54 -2%
JWS
168
Juncture Wealth Strategies
Arizona
$465K +$9.97K +60 +2%
NIM
169
NXG Investment Management
Texas
$455K +$62.6K +377 +12%
SIM
170
Spark Investment Management
New York
$452K -$2.04M -12,300 -78%
GC
171
Guggenheim Capital
Illinois
$448K -$44.5K -268 -7%
DTL
172
Dynamic Technology Lab
Singapore
$443K +$553K +3,326 New
QC
173
Quadrature Capital
United Kingdom
$441K -$20.8M -125,287 -97%
JG
174
Jefferies Group
New York
$440K +$549K +3,302 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$430K +$66K +397 +14%

HUBS Hedge Fund Activity: Q1 2020 in Review

282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2020, worth a combined $5.7B — down 11% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HUBS and 54 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $179M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $94.8M sold.

  • 282 institutional investors held HubSpot (HUBS) as of Q1 2020, down from 289 in Q4 2019.
  • Funds reported $5.7B of HubSpot stock for Q1 2020, down 11% quarter-over-quarter.
  • 54 funds opened new HubSpot positions in Q1 2020 and 57 closed out, a net change of -3 holders.
  • The largest HubSpot buyer in Q1 2020 was T. Rowe Price Associates, an estimated $179M added.
  • The largest HubSpot seller in Q1 2020 was Capital Research Global Investors, an estimated $94.8M sold.

Based on aggregated 13F filings for Q1 2020.