HubSpot
HUBS
165 hedge funds and large institutions have $1.53B invested in HubSpot in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 43 reducing their positions, and 32 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 43
25% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 32
3% more funds holding
Funds holding: 160 → 165 (+5)
0.33% more ownership
Funds ownership: 90.93% → 91.27% (+0.33%)
17% less capital invested
Capital invested by funds: $1.85B → $1.53B (-$317M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
67% less call options, than puts
Call options by funds: $1.48M | Put options by funds: $4.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.2M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$15.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.1M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$12.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$45.6M |
| 2 |
O
OppenheimerFunds
New York
|
-$24.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.6M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$13.6M |
| 5 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
-$13.2M |
HUBS Hedge Fund Activity: Q4 2016 in Review
165 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2016, worth a combined $1.53B — down 17% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new HUBS positions and 32 closed out — a net gain of 8 holders — while 69 added to existing stakes and 43 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.2M. The largest seller was Wells Fargo, cutting an estimated $45.6M.
- 165 institutional investors held HubSpot (HUBS) as of Q4 2016, up from 160 in Q3 2016.
- Funds reported $1.53B of HubSpot stock for Q4 2016, down 17% quarter-over-quarter.
- 40 funds opened new HubSpot positions in Q4 2016 and 32 closed out, a net change of +8 holders.
- The largest HubSpot buyer in Q4 2016 was Morgan Stanley, an estimated $19.2M added.
- The largest HubSpot seller in Q4 2016 was Wells Fargo, an estimated $45.6M sold.
Based on aggregated 13F filings for Q4 2016.