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HubSpot

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 89

4.5% more ownership

Funds ownership: 94.37%98.87% (+4.5%)

2% less call options, than puts

Call options by funds: $94M | Put options by funds: $95.6M

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 289282 (-7)

11% less capital invested

Capital invested by funds: $6.41B → $5.7B (-$712M)

Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$796M +$127M +765,502 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$515M -$9.6M -57,806 -1%
BlackRock
3
BlackRock
New York
$262M +$3.26M +19,591 +1%
Artisan Partners
4
Artisan Partners
Wisconsin
$228M -$24.3M -146,355 -8%
Capital International Investors
5
Capital International Investors
California
$207M +$7.81K +47 +0%
SM
6
SCGE Management
California
$179M +$52.3M +315,000 +31%
Capital World Investors
7
Capital World Investors
California
$171M +$18.9M +113,805 +10%
First Trust Advisors
8
First Trust Advisors
Illinois
$167M +$18.9M +113,634 +10%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$164M +$57.1M +343,577 +39%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$146M +$179M +1,076,215 +5,661%
Goldman Sachs
11
Goldman Sachs
New York
$145M +$55.7M +335,477 +44%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$129M -$19.5M -117,087 -11%
Citadel Advisors
13
Citadel Advisors
Florida
$123M -$25.5M -153,449 -14%
Franklin Resources
14
Franklin Resources
California
$119M -$25.3K -152 -0%
LPC
15
Lone Pine Capital
Connecticut
$103M +$91.5M +550,843 +244%
AllianceBernstein
16
AllianceBernstein
Tennessee
$98.6M -$18.6M -112,227 -13%
ClearBridge Investments
17
ClearBridge Investments
New York
$95.8M +$28.2M +169,639 +31%
WA
18
Wasatch Advisors
Utah
$93.4M +$22.4M +134,841 +24%
N
19
Nuveen
North Carolina
$92.7M -$11.3M -68,144 -9%
Jennison Associates
20
Jennison Associates
New York
$91.1M -$9.31M -56,050 -8%
JP Morgan Chase
21
JP Morgan Chase
New York
$89.5M +$42.7M +256,975 +62%
GGHC
22
Gilder Gagnon Howe & Co
New York
$89.2M -$7.3M -43,936 -6%
Invesco
23
Invesco
Georgia
$72.3M +$134K +805 +0.1%
State Street
24
State Street
Massachusetts
$71.1M +$2.62M +15,768 +3%
GKIM
25
GW&K Investment Management
Massachusetts
$70.2M +$11.3M +67,978 +15%

HUBS Hedge Fund Activity: Q1 2020 in Review

282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2020, worth a combined $5.7B — down 11% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HUBS and 54 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 100 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $179M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $94.8M sold.

  • 282 institutional investors held HubSpot (HUBS) as of Q1 2020, down from 289 in Q4 2019.
  • Funds reported $5.7B of HubSpot stock for Q1 2020, down 11% quarter-over-quarter.
  • 54 funds opened new HubSpot positions in Q1 2020 and 57 closed out, a net change of -3 holders.
  • The largest HubSpot buyer in Q1 2020 was T. Rowe Price Associates, an estimated $179M added.
  • The largest HubSpot seller in Q1 2020 was Capital Research Global Investors, an estimated $94.8M sold.

Based on aggregated 13F filings for Q1 2020.