We are live on ! Find out more
HUBS icon

HubSpot

358 hedge funds and large institutions have $12.1B invested in HubSpot in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

27% more capital invested

Capital invested by funds: $9.5B → $12.1B (+$2.61B)

17% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 113

6% more funds holding

Funds holding: 337358 (+21)

1% less call options, than puts

Call options by funds: $237M | Put options by funds: $238M

5.72% less ownership

Funds ownership: 96.97%91.25% (-5.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
7.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
74
Increased
132
Reduced
113
Closed
52
Calls
$237M
Puts
$238M
Net Calls
-$1.49M
Net Calls Change
+$47.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B +$5.91M +22,543 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.13B -$235M -897,092 -19%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.07B +$132M +502,743 +16%
BlackRock
4
BlackRock
New York
$636M -$53.1M -202,606 -9%
Artisan Partners
5
Artisan Partners
Wisconsin
$565M +$23.1M +88,259 +5%
Capital International Investors
6
Capital International Investors
California
$418M -$2.88K -11 -0%
SM
7
SCGE Management
California
$411M
Capital World Investors
8
Capital World Investors
California
$376M +$250K +954 +0.1%
Goldman Sachs
9
Goldman Sachs
New York
$358M +$42.8M +163,099 +15%
WA
10
Wasatch Advisors
Utah
$325M -$5.4M -20,600 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$317M -$45.4M -173,101 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$292M -$54.1M -206,497 -17%
Franklin Resources
13
Franklin Resources
California
$279M +$3.8M +14,484 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$241M +$6.38M +24,344 +3%
ClearBridge Investments
15
ClearBridge Investments
New York
$210M -$176K -672 -0.1%
GGHC
16
Gilder Gagnon Howe & Co
New York
$178M -$8.22M -31,362 -5%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$170M -$87.5M -333,746 -37%
Invesco
18
Invesco
Georgia
$150M -$2.23M -8,503 -2%
State Street
19
State Street
Massachusetts
$148M -$2.86M -10,910 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$134M +$10.8M +41,174 +10%
N
21
Nuveen
North Carolina
$133M -$31.1M -118,641 -21%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$130M -$2.28M -8,709 -2%
Norges Bank
23
Norges Bank
Norway
$120M +$8.57M +32,700 +9%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$119M -$44.9M -171,172 -30%
AllianceBernstein
25
AllianceBernstein
Tennessee
$117M -$68M -259,390 -39%

HUBS Hedge Fund Activity: Q3 2020 in Review

358 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2020, worth a combined $12.1B — up 27% from $9.5B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new HUBS positions and 52 closed out — a net gain of 22 holders — while 132 added to existing stakes and 113 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $235M.

  • 358 institutional investors held HubSpot (HUBS) as of Q3 2020, up from 337 in Q2 2020.
  • Funds reported $12.1B of HubSpot stock for Q3 2020, up 27% quarter-over-quarter.
  • 74 funds opened new HubSpot positions in Q3 2020 and 52 closed out, a net change of +22 holders.
  • The largest HubSpot buyer in Q3 2020 was T. Rowe Price Associates, an estimated $132M added.
  • The largest HubSpot seller in Q3 2020 was Fidelity Investments, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2020.