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HubSpot

287 hedge funds and large institutions have $6.69B invested in HubSpot in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 89 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

39% more capital invested

Capital invested by funds: $4.82B → $6.69B (+$1.87B)

15% more funds holding

Funds holding: 250287 (+37)

0.01% more ownership

Funds ownership: 97.81%97.82% (+0.01%)

10% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 99

12% less call options, than puts

Call options by funds: $66.5M | Put options by funds: $75.7M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
287
Holders Change
+37
Holders Change %
+14.8%
% of All Funds
6.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
65
Increased
89
Reduced
99
Closed
27
Calls
$66.5M
Puts
$75.7M
Net Calls
-$9.16M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$739M -$121M -761,917 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$637M +$67.7M +427,407 +13%
BlackRock
3
BlackRock
New York
$452M +$13.6M +86,102 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$312M -$40.5M -255,367 -12%
Artisan Partners
5
Artisan Partners
Wisconsin
$237M -$3.86M -24,352 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$236M -$3.24M -20,445 -1%
Capital International Investors
7
Capital International Investors
California
$222M +$211M +1,333,915 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$190M -$72.9M -460,521 -29%
AllianceBernstein
9
AllianceBernstein
Tennessee
$155M -$9.3M -58,703 -6%
First Trust Advisors
10
First Trust Advisors
Illinois
$150M -$5.8M -36,598 -4%
Franklin Resources
11
Franklin Resources
California
$141M -$6.89M -43,527 -5%
Jennison Associates
12
Jennison Associates
New York
$138M -$21.3M -134,590 -14%
SM
13
SCGE Management
California
$133M +$2.53M +16,000 +2%
GGHC
14
Gilder Gagnon Howe & Co
New York
$130M -$5.26M -33,179 -4%
State Street
15
State Street
Massachusetts
$125M +$4.29M +27,073 +4%
Bank of America
16
Bank of America
North Carolina
$115M -$13.3M -84,258 -11%
Two Sigma Investments
17
Two Sigma Investments
New York
$108M +$72M +454,752 +236%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$108M +$45.2M +285,100 +79%
Goldman Sachs
19
Goldman Sachs
New York
$90M +$38.1M +240,666 +80%
Renaissance Technologies
20
Renaissance Technologies
New York
$87.3M +$43.4M +273,900 +109%
JP Morgan Chase
21
JP Morgan Chase
New York
$86.8M -$24.2M -152,527 -23%
ClearBridge Investments
22
ClearBridge Investments
New York
$84.9M +$184K +1,160 +0.2%
WA
23
Wasatch Advisors
Utah
$83.5M +$1.97M +12,461 +3%
Northern Trust
24
Northern Trust
Illinois
$80.4M +$1.05M +6,609 +1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$78.3M +$14M +88,641 +23%

HUBS Hedge Fund Activity: Q1 2019 in Review

287 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2019, worth a combined $6.69B — up 39% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HUBS positions and 27 closed out — a net gain of 38 holders — while 89 added to existing stakes and 99 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 287 institutional investors held HubSpot (HUBS) as of Q1 2019, up from 250 in Q4 2018.
  • Funds reported $6.69B of HubSpot stock for Q1 2019, up 39% quarter-over-quarter.
  • 65 funds opened new HubSpot positions in Q1 2019 and 27 closed out, a net change of +38 holders.
  • The largest HubSpot buyer in Q1 2019 was Capital International Investors, an estimated $211M added.
  • The largest HubSpot seller in Q1 2019 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2019.