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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 43

67% more capital invested

Capital invested by funds: $5.7B → $9.5B (+$3.8B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

20% more funds holding

Funds holding: 282337 (+55)

3% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 104

1.9% less ownership

Funds ownership: 98.87%96.97% (-1.9%)

22% less call options, than puts

Call options by funds: $169M | Put options by funds: $218M

Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.07B -$221M -1,227,937 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$863M -$3.23M -17,939 -0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$705M +$368M +2,046,818 +187%
BlackRock
4
BlackRock
New York
$533M +$73.4M +407,977 +21%
Artisan Partners
5
Artisan Partners
Wisconsin
$414M +$23.3M +129,507 +8%
Capital International Investors
6
Capital International Investors
California
$321M -$22.8M -126,538 -8%
SM
7
SCGE Management
California
$316M +$12M +67,000 +5%
Capital World Investors
8
Capital World Investors
California
$289M +$44.4K +247 +0%
First Trust Advisors
9
First Trust Advisors
Illinois
$282M +$626K +3,482 +0.3%
JP Morgan Chase
10
JP Morgan Chase
New York
$265M +$91.7M +510,151 +76%
WA
11
Wasatch Advisors
Utah
$254M +$77.3M +429,921 +61%
Goldman Sachs
12
Goldman Sachs
New York
$238M -$5.53M -30,724 -3%
Franklin Resources
13
Franklin Resources
California
$217M +$8.13M +45,195 +5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$205M -$57.1M -317,265 -26%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$180M -$30.5M -169,849 -17%
ClearBridge Investments
16
ClearBridge Investments
New York
$161M -$192K -1,066 -0.1%
AllianceBernstein
17
AllianceBernstein
Tennessee
$148M -$14.5M -80,552 -11%
GGHC
18
Gilder Gagnon Howe & Co
New York
$144M -$4.94M -27,456 -4%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$130M +$16.5M +91,816 +19%
N
20
Nuveen
North Carolina
$129M -$21.8M -121,155 -17%
Invesco
21
Invesco
Georgia
$117M -$3.57M -19,839 -4%
State Street
22
State Street
Massachusetts
$116M -$2.73M -15,185 -3%
Jennison Associates
23
Jennison Associates
New York
$103M -$40.3M -224,191 -33%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$101M +$2.67M +14,843 +3%
GKIM
25
GW&K Investment Management
Massachusetts
$97.7M -$16.4M -91,191 -17%

HUBS Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2020, worth a combined $9.5B — up 67% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new HUBS positions and 43 closed out — a net gain of 56 holders — while 101 added to existing stakes and 104 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Fidelity Investments, cutting an estimated $221M.

  • 337 institutional investors held HubSpot (HUBS) as of Q2 2020, up from 282 in Q1 2020.
  • Funds reported $9.5B of HubSpot stock for Q2 2020, up 67% quarter-over-quarter.
  • 99 funds opened new HubSpot positions in Q2 2020 and 43 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q2 2020 was T. Rowe Price Associates, an estimated $368M added.
  • The largest HubSpot seller in Q2 2020 was Fidelity Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.