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HubSpot

250 hedge funds and large institutions have $4.82B invested in HubSpot in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

59% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 63

2.11% more ownership

Funds ownership: 95.7%97.81% (+2.1%)

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0% more funds holding

Funds holding: 250250 (0)

14% less capital invested

Capital invested by funds: $5.6B → $4.82B (-$782M)

52% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $53.3M

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
100
Reduced
63
Closed
49
Calls
$25.7M
Puts
$53.3M
Net Calls
-$27.6M
Net Calls Change
+$9.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$655M +$71.2M +543,352 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M +$30.9M +235,724 +7%
BlackRock
3
BlackRock
New York
$331M +$9.11M +69,514 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$268M +$30.7M +234,546 +12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$201M -$15.6M -118,754 -7%
Artisan Partners
6
Artisan Partners
Wisconsin
$182M +$62.4M +476,338 +49%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$181M -$17.4M -132,945 -8%
AllianceBernstein
8
AllianceBernstein
Tennessee
$125M +$6.4M +48,861 +5%
Jennison Associates
9
Jennison Associates
New York
$121M +$2.66M +20,323 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$118M -$16.7M -127,278 -12%
Franklin Resources
11
Franklin Resources
California
$112M +$26.3M +201,022 +29%
GGHC
12
Gilder Gagnon Howe & Co
New York
$103M -$3.3M -25,212 -3%
SM
13
SCGE Management
California
$98.4M -$12.5M -95,650 -11%
Bank of America
14
Bank of America
North Carolina
$97.7M -$520K -3,967 -0.5%
State Street
15
State Street
Massachusetts
$90.8M -$1.59M -12,149 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$84.9M +$4.14M +31,560 +5%
ClearBridge Investments
17
ClearBridge Investments
New York
$64.1M +$5.79M +44,187 +9%
WA
18
Wasatch Advisors
Utah
$61.6M +$4.7M +35,825 +8%
Primecap Management
19
Primecap Management
California
$60.3M -$2.75M -21,000 -4%
Northern Trust
20
Northern Trust
Illinois
$60M +$1.42M +10,866 +2%
TCIM
21
TIAA CREF Investment Management
New York
$52.4M +$7.04M +53,691 +15%
Norges Bank
22
Norges Bank
Norway
$52.2M +$4.09M +31,171 +8%
WRF
23
Waddell & Reed Financial
Kansas
$52.1M +$2.91M +22,222 +6%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$50.2M -$1.34M -10,234 -2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$48.1M +$4.48M +34,178 +10%

HUBS Hedge Fund Activity: Q4 2018 in Review

250 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2018, worth a combined $4.82B — down 14% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new HUBS positions and 49 closed out — a net gain of 3 holders — while 100 added to existing stakes and 63 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $71.2M. The largest seller was Capital World Investors, exiting entirely with an estimated $32.6M sold.

  • 250 institutional investors held HubSpot (HUBS) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $4.82B of HubSpot stock for Q4 2018, down 14% quarter-over-quarter.
  • 52 funds opened new HubSpot positions in Q4 2018 and 49 closed out, a net change of +3 holders.
  • The largest HubSpot buyer in Q4 2018 was Fidelity Investments, an estimated $71.2M added.
  • The largest HubSpot seller in Q4 2018 was Capital World Investors, an estimated $32.6M sold.

Based on aggregated 13F filings for Q4 2018.