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HubSpot
HUBS

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: 2 → 3 (+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: 179 → 199 (+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

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$68.6M
2
Jennison Associates
Jennison Associates
New York
+$61.5M
3
Bank of America
Bank of America
North Carolina
+$33.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.2M
5
Victory Capital Management
Victory Capital Management
Texas
+$14.3M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$15.3M
2
Norges Bank
Norges Bank
Norway
-$13.7M
3
Two Sigma Investments
Two Sigma Investments
New York
-$11.7M
4
AAMU
Amundi Asset Management US
Massachusetts
-$10.8M
5
Goldman Sachs
Goldman Sachs
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
MUFG Americas
New York
$29K – – –
PG
177
PEAK6 Group
Illinois
$22K +$21.1K +252 New
TRCT
178
Tower Research Capital (TRC)
New York
$19K -$80.1K -954 -82%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$19K – – –
CSS
180
Cubist Systematic Strategies
Connecticut
$11K -$178K -2,120 -95%
SWP
181
Stratos Wealth Partners
Ohio
$11K +$10.3K +123 New
FANJ
182
Financial Architects (New Jersey)
New Jersey
$10K +$9.23K +110 New
IA
183
IFP Advisors
Florida
$9K – – –
BFEC
184
Benjamin F. Edwards & Company
Missouri
$9K +$8.39K +100 New
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$8K +$7.47K +89 New
MOS
186
MGO One Seven
Ohio
$7K +$6.88K +82 New
LTFS
187
Ladenburg Thalmann Financial Services
Florida
$5K +$4.11K +49 +408%
SPIA
188
Steward Partners Investment Advisory
New York
$4K – – –
ATC
189
Adirondack Trust Company
New York
$3K – – –
CTB
190
Country Trust Bank
Illinois
$3K +$2.52K +30 New
WEC
191
Winslow Evans & Crocker
Massachusetts
$2.21K – – –
BTIS
192
BB&T Investment Services
North Carolina
$2K – – –
QCG
193
Quadrant Capital Group
Ohio
$2K – – –
PAI
194
Pittenger & Anderson Inc
Nebraska
$2K +$1.51K +18 New
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.1K +25 New
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$1K +$671 +8 New
FRA
197
Front Row Advisors
California
$1K +$1.01K +12 New
STA
198
Summit Trail Advisors
New York
$1K +$1.18K +14 New
PCG
199
Private Capital Group
Connecticut
$5 +$4.45K +53 New
TAM
200
Telemark Asset Management
Massachusetts
– -$10.1M -120,000 Closed
5 6 7
8
9

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.