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HubSpot

478 hedge funds and large institutions have $16.4B invested in HubSpot in 2020 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 27

36% more capital invested

Capital invested by funds: $12.1B → $16.4B (+$4.31B)

34% more funds holding

Funds holding: 358478 (+120)

19% more call options, than puts

Call options by funds: $296M | Put options by funds: $250M

18% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 128

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1.11% less ownership

Funds ownership: 91.25%90.14% (-1.1%)

Holders
478
Holders Change
+120
Holders Change %
+33.52%
% of All Funds
8.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
151
Increased
151
Reduced
128
Closed
27
Calls
$296M
Puts
$250M
Net Calls
+$46.8M
Net Calls Change
+$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.57B +$32.7M +93,283 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B -$228M -650,921 -17%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B -$220M -627,976 -17%
BlackRock
4
BlackRock
New York
$1.03B +$152M +434,219 +20%
Capital World Investors
5
Capital World Investors
California
$790M +$248M +705,660 +55%
Artisan Partners
6
Artisan Partners
Wisconsin
$752M -$12.7M -36,192 -2%
SM
7
SCGE Management
California
$558M
Goldman Sachs
8
Goldman Sachs
New York
$491M +$5M +14,239 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$491M +$91.9M +261,959 +27%
Franklin Resources
10
Franklin Resources
California
$442M +$55.8M +158,851 +17%
Capital International Investors
11
Capital International Investors
California
$372M -$173M -491,883 -34%
WA
12
Wasatch Advisors
Utah
$353M -$77M -219,388 -20%
State Street
13
State Street
Massachusetts
$323M +$108M +307,450 +61%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$312M -$13.8M -39,249 -5%
Invesco
15
Invesco
Georgia
$277M +$64.8M +184,654 +36%
ClearBridge Investments
16
ClearBridge Investments
New York
$245M -$34.8M -99,106 -14%
GGHC
17
Gilder Gagnon Howe & Co
New York
$239M -$2.84M -8,090 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$212M +$26.2M +74,683 +16%
N
19
Nuveen
North Carolina
$194M +$11.2M +31,927 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$191M +$13.8M +39,357 +9%
First Trust Advisors
21
First Trust Advisors
Illinois
$190M -$213M -606,700 -56%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$178M -$46.2M -131,666 -23%
Norges Bank
23
Norges Bank
Norway
$158M -$4.77M -13,583 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$149M -$8.31M -23,669 -6%
UBS AM
25
UBS AM
Illinois
$149M +$14.9M +42,566 +13%

HUBS Hedge Fund Activity: Q4 2020 in Review

478 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2020, worth a combined $16.4B — up 36% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new HUBS positions and 27 closed out — a net gain of 124 holders — while 151 added to existing stakes and 128 trimmed.

The largest buyer was Capital World Investors, adding an estimated $248M. The largest seller was Fidelity Investments, cutting an estimated $228M.

  • 478 institutional investors held HubSpot (HUBS) as of Q4 2020, up from 358 in Q3 2020.
  • Funds reported $16.4B of HubSpot stock for Q4 2020, up 36% quarter-over-quarter.
  • 151 funds opened new HubSpot positions in Q4 2020 and 27 closed out, a net change of +124 holders.
  • The largest HubSpot buyer in Q4 2020 was Capital World Investors, an estimated $248M added.
  • The largest HubSpot seller in Q4 2020 was Fidelity Investments, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2020.