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HubSpot

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: 23 (+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: 179199 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$495M +$4.35M +51,892 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$289M +$11M +131,092 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$250M +$9.05M +107,875 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$212M +$19.2M +229,182 +11%
BlackRock
5
BlackRock
New York
$204M +$6M +71,538 +3%
Jennison Associates
6
Jennison Associates
New York
$113M +$61.5M +733,246 +136%
AllianceBernstein
7
AllianceBernstein
Tennessee
$109M +$8.51M +101,364 +9%
Artisan Partners
8
Artisan Partners
Wisconsin
$96.3M +$68.6M +817,721 +301%
GGHC
9
Gilder Gagnon Howe & Co
New York
$93.6M -$554K -6,598 -0.6%
First Trust Advisors
10
First Trust Advisors
Illinois
$85M +$5.84M +69,612 +8%
Bank of America
11
Bank of America
North Carolina
$82.1M +$33.9M +404,299 +77%
Franklin Resources
12
Franklin Resources
California
$77.5M -$7.56M -90,062 -9%
State Street
13
State Street
Massachusetts
$59.4M +$2.2M +26,254 +4%
WA
14
Wasatch Advisors
Utah
$57.2M -$1.8M -21,431 -3%
WRF
15
Waddell & Reed Financial
Kansas
$52M -$2.28M -27,190 -4%
GKIM
16
GW&K Investment Management
Massachusetts
$50.2M -$6.48M -77,187 -12%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$49.6M +$91.3K +1,088 +0.2%
Primecap Management
18
Primecap Management
California
$46.8M
JP Morgan Chase
19
JP Morgan Chase
New York
$46.4M +$1.69M +20,131 +4%
ClearBridge Investments
20
ClearBridge Investments
New York
$42.7M +$83.5K +995 +0.2%
PC
21
Polar Capital
United Kingdom
$41.7M -$5.37M -63,965 -12%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$40M +$704K +8,392 +2%
Northern Trust
23
Northern Trust
Illinois
$38.7M -$614K -7,322 -2%
Morgan Stanley
24
Morgan Stanley
New York
$37.9M -$1.91M -22,761 -5%
Norges Bank
25
Norges Bank
Norway
$33.8M -$13.7M -163,110 -30%

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.