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HubSpot

179 hedge funds and large institutions have $2.97B invested in HubSpot in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.16M

26% more capital invested

Capital invested by funds: $2.36B → $2.97B (+$609M)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0% more funds holding

Funds holding: 179179 (0)

2.78% less ownership

Funds ownership: 98.25%95.47% (-2.8%)

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
4.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
64
Reduced
58
Closed
27
Calls
$12.9M
Puts
$8.16M
Net Calls
+$4.75M
Net Calls Change
+$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$467M +$5.04M +70,459 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$264M -$14.7M -204,837 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$229M +$6.85M +95,734 +4%
BlackRock
4
BlackRock
New York
$188M +$6.82M +95,289 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$182M -$14.3M -200,059 -8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$95.2M -$9.11M -127,239 -10%
GGHC
7
Gilder Gagnon Howe & Co
New York
$89.5M -$22.8M -318,873 -23%
Franklin Resources
8
Franklin Resources
California
$81.3M +$4.25M +59,384 +7%
First Trust Advisors
9
First Trust Advisors
Illinois
$75M +$2.17M +30,290 +4%
WA
10
Wasatch Advisors
Utah
$56.2M -$345K -4,817 -0.7%
GKIM
11
GW&K Investment Management
Massachusetts
$54.2M -$156K -2,172 -0.3%
State Street
12
State Street
Massachusetts
$54.2M +$1.62M +22,653 +4%
WRF
13
Waddell & Reed Financial
Kansas
$51.7M -$1.57M -21,880 -3%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$47M +$6.12M +85,474 +18%
Norges Bank
15
Norges Bank
Norway
$45.8M +$13.9M +194,538 +55%
Jennison Associates
16
Jennison Associates
New York
$45.4M +$8.37M +116,861 +28%
PC
17
Polar Capital
United Kingdom
$45M +$1.75M +24,493 +5%
Primecap Management
18
Primecap Management
California
$44.5M -$2.15M -30,000 -5%
Bank of America
19
Bank of America
North Carolina
$44M +$5.34M +74,519 +17%
JP Morgan Chase
20
JP Morgan Chase
New York
$41.4M +$8.13M +113,604 +29%
ClearBridge Investments
21
ClearBridge Investments
New York
$40.5M +$10.2K +143 +0%
Morgan Stanley
22
Morgan Stanley
New York
$38M -$6.25M -87,344 -16%
Northern Trust
23
Northern Trust
Illinois
$37.4M +$324K +4,525 +1%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$37.3M -$922K -12,877 -3%
FAM
25
Fred Alger Management
New York
$35.5M +$3.4M +47,470 +13%

HUBS Hedge Fund Activity: Q3 2017 in Review

179 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2017, worth a combined $2.97B — up 26% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HUBS positions and 27 closed out — a net gain of 1 holder — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Norges Bank, adding an estimated $13.9M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $22.8M.

  • 179 institutional investors held HubSpot (HUBS) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $2.97B of HubSpot stock for Q3 2017, up 26% quarter-over-quarter.
  • 28 funds opened new HubSpot positions in Q3 2017 and 27 closed out, a net change of +1 holder.
  • The largest HubSpot buyer in Q3 2017 was Norges Bank, an estimated $13.9M added.
  • The largest HubSpot seller in Q3 2017 was Gilder Gagnon Howe & Co, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2017.