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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more capital invested

Capital invested by funds: $5.7B → $9.5B (+$3.8B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 282337 (+55)

3% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 104

1.9% less ownership

Funds ownership: 98.87%96.97% (-1.9%)

22% less call options, than puts

Call options by funds: $169M | Put options by funds: $218M

Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Symphony Financial
Texas
$788K +$631K +3,511 New
SAM
177
Shell Asset Management
Netherlands
$763K -$16K -89 -3%
NIM
178
NXG Investment Management
Texas
$754K -$9.89K -55 -2%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$738K +$75.4K +419 +15%
SS
180
Simplicity Solutions
Minnesota
$735K +$589K +3,275 New
SM
181
Sciencast Management
New Jersey
$728K +$620K +3,447 New
PSUF
182
People's United Financial
Connecticut
$727K +$583K +3,241 New
CS
183
Candriam SCA
Luxembourg
$718K +$345K +1,920 +150%
JWS
184
Juncture Wealth Strategies
Arizona
$714K -$55.4K -308 -9%
AC
185
Addison Capital
Pennsylvania
$706K -$98.9K -550 -15%
Tudor Investment Corp
186
Tudor Investment Corp
Connecticut
$660K -$620K -3,447 -54%
PG
187
Pendal Group
Australia
$641K -$215K -1,197 -30%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$637K -$348K -1,935 -41%
GAM
189
Gotham Asset Management
New York
$625K +$501K +2,785 New
American Century Companies
190
American Century Companies
Missouri
$620K -$1.36M -7,573 -73%
CF
191
CNA Financial
Illinois
$619K +$496K +2,760 New
Prudential Financial
192
Prudential Financial
New Jersey
$602K +$21.2K +118 +5%
EGM
193
Engineers Gate Manager
New York
$598K -$199K -1,106 -29%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$581K +$64.4K +358 +16%
AWM
195
Avior Wealth Management
Nebraska
$563K -$119K -660 -21%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$560K +$117K +650 +35%
GW
197
GW & Wade
Massachusetts
$544K
BBVA
198
Banco Bilbao Vizcaya Argentaria
Spain
$538K -$432K -2,400 -50%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$538K +$432K +2,400 New
Hudson Bay Capital Management
200
Hudson Bay Capital Management
Connecticut
$538K +$432K +2,400 New

HUBS Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2020, worth a combined $9.5B — up 67% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HUBS positions and 43 closed out — a net gain of 56 holders — while 101 added to existing stakes and 104 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 337 institutional investors held HubSpot (HUBS) as of Q2 2020, up from 282 in Q1 2020.
  • Funds reported $9.5B of HubSpot stock for Q2 2020, up 67% quarter-over-quarter.
  • 99 funds opened new HubSpot positions in Q2 2020 and 43 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q2 2020 was T. Rowe Price Associates, an estimated $368M added.
  • The largest HubSpot seller in Q2 2020 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.