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HubSpot

289 hedge funds and large institutions have $6.41B invested in HubSpot in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 87

7% more capital invested

Capital invested by funds: $5.97B → $6.41B (+$439M)

1.74% more ownership

Funds ownership: 92.64%94.37% (+1.7%)

4% more call options, than puts

Call options by funds: $127M | Put options by funds: $122M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

2% less funds holding

Funds holding: 295289 (-6)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
5.69%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
55
Increased
107
Reduced
87
Closed
54
Calls
$127M
Puts
$122M
Net Calls
+$4.95M
Net Calls Change
+$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$826M +$182M +1,191,742 +30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M -$40.1M -261,715 -6%
BlackRock
3
BlackRock
New York
$309M -$3.21M -20,961 -1%
Artisan Partners
4
Artisan Partners
Wisconsin
$295M +$49.2M +321,449 +21%
Capital International Investors
5
Capital International Investors
California
$247M +$83.3K +544 +0%
Capital World Investors
6
Capital World Investors
California
$186M +$180M +1,173,138 New
First Trust Advisors
7
First Trust Advisors
Illinois
$181M +$18M +117,412 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$172M -$14M -91,583 -8%
Citadel Advisors
9
Citadel Advisors
Florida
$170M -$2.84M -18,552 -2%
SM
10
SCGE Management
California
$163M +$11.1M +72,812 +8%
Franklin Resources
11
Franklin Resources
California
$142M +$14M +91,723 +11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$141M +$7.19M +46,951 +6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$135M -$27.9M -182,525 -18%
N
14
Nuveen
North Carolina
$121M +$35.7M +233,156 +44%
Goldman Sachs
15
Goldman Sachs
New York
$120M +$15.3M +100,253 +15%
Jennison Associates
16
Jennison Associates
New York
$117M -$8.5M -55,520 -7%
GGHC
17
Gilder Gagnon Howe & Co
New York
$113M -$2.1M -13,747 -2%
Bank of America
18
Bank of America
North Carolina
$97.6M -$9.67M -63,156 -9%
Capital Research Global Investors
19
Capital Research Global Investors
California
$94.8M -$72.5M -473,729 -44%
WA
20
Wasatch Advisors
Utah
$89.8M +$2.52M +16,477 +3%
ClearBridge Investments
21
ClearBridge Investments
New York
$89.4M +$6.59M +43,042 +8%
Invesco
22
Invesco
Georgia
$85.9M -$11.2M -73,336 -12%
State Street
23
State Street
Massachusetts
$82.1M +$761K +4,972 +1%
Two Sigma Investments
24
Two Sigma Investments
New York
$77M +$40.3M +263,212 +118%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$76.1M -$3.6M -23,500 -5%

HUBS Hedge Fund Activity: Q4 2019 in Review

289 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2019, worth a combined $6.41B — up 7.4% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HUBS positions and 54 closed out — a net gain of 1 holder — while 107 added to existing stakes and 87 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Alkeon Capital Management, exiting entirely with an estimated $144M sold.

  • 289 institutional investors held HubSpot (HUBS) as of Q4 2019, down from 295 in Q3 2019.
  • Funds reported $6.41B of HubSpot stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 55 funds opened new HubSpot positions in Q4 2019 and 54 closed out, a net change of +1 holder.
  • The largest HubSpot buyer in Q4 2019 was Fidelity Investments, an estimated $182M added.
  • The largest HubSpot seller in Q4 2019 was Alkeon Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2019.