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HubSpot

287 hedge funds and large institutions have $6.69B invested in HubSpot in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $4.82B → $6.69B (+$1.87B)

15% more funds holding

Funds holding: 250287 (+37)

0.01% more ownership

Funds ownership: 97.81%97.82% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 99

12% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $75.7M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
+37
Holders Change %
+14.8%
% of All Funds
6.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
65
Increased
89
Reduced
99
Closed
27
Calls
$66.5M
Puts
$75.7M
Net Calls
-$9.16M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$505K -$73.3K -463 -13%
PP
177
PagnatoKarp Partners
Virginia
$499K +$475K +3,000 New
IC
178
Inverness Counsel
New York
$472K -$44.7K -282 -9%
LA
179
Legacy Advisors
Pennsylvania
$458K +$436K +2,752 New
OSIA
180
O'Shares Investment Advisers
Massachusetts
$455K +$433K +2,735 New
Lido Advisors
181
Lido Advisors
California
$445K +$77.8K +491 +22%
ECM
182
Element Capital Management
New York
$402K +$383K +2,417 New
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$398K -$5.86K -37 -2%
SC
184
Slow Capital
California
$395K +$377K +2,379 New
BC
185
Brinker Capital
Pennsylvania
$373K +$356K +2,245 New
GC
186
Guggenheim Capital
Illinois
$364K -$76.2K -481 -18%
EP
187
Elkfork Partners
Oregon
$362K -$48.5K -306 -12%
CPP
188
Crow Point Partners
Massachusetts
$351K -$97.6K -616 -23%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$345K -$51.6K -326 -14%
OAM
190
Oppenheimer Asset Management
New York
$338K +$69.1K +436 +27%
NSEDCP
191
NJ State Employees Deferred Compensation Plan
New Jersey
$332K -$317K -2,000 -50%
N
192
Natixis
France
$331K +$21.2K +134 +7%
C
193
Cerebellum
California
$325K +$310K +1,956 New
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$300K -$8.55K -54 -3%
GHCM
195
Glen Harbor Capital Management
California
$298K -$39.9K -252 -12%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$297K +$7.92K +50 +3%
CIM
197
CIM Investment Management
Pennsylvania
$294K -$2.38K -15 -0.8%
GAM
198
Gotham Asset Management
New York
$285K +$271K +1,712 New
WF
199
Welch & Forbes
Massachusetts
$284K -$47.5K -300 -15%
BCM
200
Bayesian Capital Management
New York
$283K +$269K +1,700 New

HUBS Hedge Fund Activity: Q1 2019 in Review

287 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2019, worth a combined $6.69B — up 39% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HUBS positions and 27 closed out — a net gain of 38 holders — while 89 added to existing stakes and 99 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 287 institutional investors held HubSpot (HUBS) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.69B of HubSpot stock for Q1 2019, up 39% quarter-over-quarter.
  • 65 funds opened new HubSpot positions in Q1 2019 and 27 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q1 2019 was Capital International Investors, an estimated $211M added.
  • The largest HubSpot seller in Q1 2019 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.