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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
201
Russell Investments Group
United Kingdom
$2.28M +$127K +290 +6%
GPGA
202
Grandeur Peak Global Advisors
Utah
$2.25M +$2.18M +4,953 New
GT
203
Glenmede Trust
Pennsylvania
$2.25M +$2.2K +5 +0.1%
II
204
IFM Investors
Australia
$2.25M +$372K +847 +21%
PI
205
PEAK6 Investments
Illinois
$2.23M -$414K -943 -16%
GIM
206
Granahan Investment Management
Massachusetts
$2.2M -$44M -100,156 -95%
SAM
207
Shell Asset Management
Netherlands
$2.16M -$8.79K -20 -0.4%
Stifel Financial
208
Stifel Financial
Missouri
$2.15M -$2.18M -4,952 -51%
CS
209
Candriam SCA
Luxembourg
$2.13M
BAM
210
Blueshift Asset Management
New Jersey
$2.07M +$2M +4,563 New
B
211
Bailard
California
$2.05M -$14.1K -32 -0.7%
NAM
212
Nissay Asset Management
Japan
$2.03M -$37.8K -86 -2%
CAM
213
Cresset Asset Management
Illinois
$2.02M +$247K +562 +14%
Arrowstreet Capital
214
Arrowstreet Capital
Massachusetts
$2.01M -$4.07M -9,260 -68%
Aberdeen Group
215
Aberdeen Group
United Kingdom
$2M +$1.24M +2,824 +179%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$1.94M -$22.8M -51,807 -92%
X
217
Xponance
Pennsylvania
$1.94M -$11.9K -27 -0.6%
JMPWA
218
JP Morgan Private Wealth Advisors
California
$1.91M -$562K -1,279 -23%
EA
219
Emerald Advisers
Pennsylvania
$1.82M +$796K +1,811 +82%
Tudor Investment Corp
220
Tudor Investment Corp
Connecticut
$1.82M -$1.16M -2,648 -40%
BCM
221
Bayesian Capital Management
New York
$1.76M +$639K +1,455 +60%
AI
222
AdvisorShares Investments
Maryland
$1.76M +$1.7M +3,867 New
PFA
223
Paradigm Financial Advisors
Missouri
$1.71M +$848K +1,929 +105%
MWNA
224
Marshall Wace North America
New York
$1.65M +$1.6M +3,633 New
QSS
225
Quantitative Systematic Strategies
Florida
$1.64M -$65.5K -149 -4%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.