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HubSpot

250 hedge funds and large institutions have $5.6B invested in HubSpot in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $4.7B → $5.6B (+$901M)

5% more funds holding

Funds holding: 238250 (+12)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.64% less ownership

Funds ownership: 98.33%95.7% (-2.6%)

27% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 99

53% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $69.1M

Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
72
Reduced
99
Closed
27
Calls
$32.4M
Puts
$69.1M
Net Calls
-$36.6M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$704M +$27.8M +202,361 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M +$13.2M +95,762 +3%
BlackRock
3
BlackRock
New York
$387M +$4.78M +34,766 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$287M +$162M +1,181,611 +164%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$260M -$119M -867,220 -34%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$238M -$9.74M -70,836 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$161M -$1.55M -11,290 -1%
Artisan Partners
8
Artisan Partners
Wisconsin
$147M -$475K -3,453 -0.4%
Jennison Associates
9
Jennison Associates
New York
$142M +$9.68M +70,430 +8%
AllianceBernstein
10
AllianceBernstein
Tennessee
$142M -$6.58M -47,899 -5%
SM
11
SCGE Management
California
$133M +$11.4M +83,000 +10%
GGHC
12
Gilder Gagnon Howe & Co
New York
$127M -$11.2M -81,214 -9%
Bank of America
13
Bank of America
North Carolina
$118M +$6.53M +47,512 +6%
State Street
14
State Street
Massachusetts
$111M +$4.79M +34,848 +5%
Franklin Resources
15
Franklin Resources
California
$105M -$37.3K -271 -0%
JP Morgan Chase
16
JP Morgan Chase
New York
$97.1M -$6.24M -45,421 -7%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$83.7M +$13M +94,225 +20%
Primecap Management
18
Primecap Management
California
$75.5M +$577K +4,200 +0.8%
Northern Trust
19
Northern Trust
Illinois
$70.4M -$113K -825 -0.2%
ClearBridge Investments
20
ClearBridge Investments
New York
$70.3M +$838K +6,097 +1%
WA
21
Wasatch Advisors
Utah
$68.5M -$19.8M -144,129 -24%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$61.9M -$24.3M -177,097 -30%
WRF
23
Waddell & Reed Financial
Kansas
$59.2M -$2.8M -20,396 -5%
GKIM
24
GW&K Investment Management
Massachusetts
$58.9M -$14.8M -107,514 -22%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$58.6M +$22.9M +166,535 +75%

HUBS Hedge Fund Activity: Q3 2018 in Review

250 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2018, worth a combined $5.6B — up 19% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HUBS positions and 27 closed out — a net gain of 14 holders — while 72 added to existing stakes and 99 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $162M. The largest seller was Wellington Management Group, cutting an estimated $119M.

  • 250 institutional investors held HubSpot (HUBS) as of Q3 2018, up from 238 in Q2 2018.
  • Funds reported $5.6B of HubSpot stock for Q3 2018, up 19% quarter-over-quarter.
  • 41 funds opened new HubSpot positions in Q3 2018 and 27 closed out, a net change of +14 holders.
  • The largest HubSpot buyer in Q3 2018 was Capital Research Global Investors, an estimated $162M added.
  • The largest HubSpot seller in Q3 2018 was Wellington Management Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2018.