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HubSpot

305 hedge funds and large institutions have $6.78B invested in HubSpot in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 43

6% more funds holding

Funds holding: 287305 (+18)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

1% more capital invested

Capital invested by funds: $6.69B → $6.78B (+$93.2M)

3.3% less ownership

Funds ownership: 97.82%94.52% (-3.3%)

20% less call options, than puts

Call options by funds: $68.4M | Put options by funds: $85.8M

Holders
305
Holders Change
+18
Holders Change %
+6.27%
% of All Funds
6.62%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
64
Increased
99
Reduced
92
Closed
43
Calls
$68.4M
Puts
$85.8M
Net Calls
-$17.4M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$706M +$53.8M +308,282 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$684M -$75.8M -434,359 -10%
BlackRock
3
BlackRock
New York
$338M -$128M -735,030 -27%
Capital International Investors
4
Capital International Investors
California
$265M +$38.7M +221,951 +17%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$258M +$15.6M +89,485 +6%
Artisan Partners
6
Artisan Partners
Wisconsin
$254M +$11.2M +64,222 +5%
Capital Research Global Investors
7
Capital Research Global Investors
California
$253M -$69.1M -396,022 -21%
First Trust Advisors
8
First Trust Advisors
Illinois
$175M +$21.1M +121,162 +13%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$161M -$34.4M -197,308 -17%
AllianceBernstein
10
AllianceBernstein
Tennessee
$151M -$8.34M -47,785 -5%
Franklin Resources
11
Franklin Resources
California
$140M -$5.1M -29,217 -3%
Jennison Associates
12
Jennison Associates
New York
$139M -$2.22M -12,717 -2%
SM
13
SCGE Management
California
$136M
Bank of America
14
Bank of America
North Carolina
$133M +$15.1M +86,498 +12%
GGHC
15
Gilder Gagnon Howe & Co
New York
$132M -$1.63M -9,326 -1%
Goldman Sachs
16
Goldman Sachs
New York
$115M +$23M +131,516 +24%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$114M +$3.3M +18,900 +3%
Invesco
18
Invesco
Georgia
$99.8M +$65.7M +376,690 +181%
Two Sigma Investments
19
Two Sigma Investments
New York
$90.9M -$20M -114,832 -18%
ClearBridge Investments
20
ClearBridge Investments
New York
$86.6M -$541K -3,102 -0.6%
State Street
21
State Street
Massachusetts
$86.4M -$42.4M -242,644 -32%
WA
22
Wasatch Advisors
Utah
$82.5M -$3.28M -18,768 -4%
Norges Bank
23
Norges Bank
Norway
$79.9M +$7.11M +40,756 +10%
Northern Trust
24
Northern Trust
Illinois
$78.5M -$4.09M -23,434 -5%
Primecap Management
25
Primecap Management
California
$77.8M -$2.41M -13,800 -3%

HUBS Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2019, worth a combined $6.78B — up 1.4% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HUBS positions and 43 closed out — a net gain of 21 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Invesco, adding an estimated $65.7M. The largest seller was BlackRock, cutting an estimated $128M.

  • 305 institutional investors held HubSpot (HUBS) as of Q2 2019, up from 287 in Q1 2019.
  • Funds reported $6.78B of HubSpot stock for Q2 2019, up 1.4% quarter-over-quarter.
  • 64 funds opened new HubSpot positions in Q2 2019 and 43 closed out, a net change of +21 holders.
  • The largest HubSpot buyer in Q2 2019 was Invesco, an estimated $65.7M added.
  • The largest HubSpot seller in Q2 2019 was BlackRock, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2019.