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HubSpot

506 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 163 increasing their positions, 186 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

18% more capital invested

Capital invested by funds: $16.4B → $19.4B (+$2.97B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 478506 (+28)

2% more ownership

Funds ownership: 90.14%92.15% (+2%)

12% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 186

35% less call options, than puts

Call options by funds: $210M | Put options by funds: $321M

Holders
506
Holders Change
+28
Holders Change %
+5.86%
% of All Funds
8.88%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
163
Reduced
186
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B +$34.9M +79,519 +2%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.59B +$210M +478,088 +16%
BlackRock
3
BlackRock
New York
$1.34B +$148M +336,350 +13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.3B -$149M -340,220 -11%
Capital World Investors
5
Capital World Investors
California
$953M +$45.8M +104,184 +5%
Artisan Partners
6
Artisan Partners
Wisconsin
$847M -$14.1M -32,099 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$718M +$151M +343,893 +28%
SM
8
SCGE Management
California
$640M
Goldman Sachs
9
Goldman Sachs
New York
$588M +$24.1M +54,927 +4%
Franklin Resources
10
Franklin Resources
California
$477M -$27.9M -63,400 -6%
Invesco
11
Invesco
Georgia
$390M +$69.8M +158,796 +23%
State Street
12
State Street
Massachusetts
$369M -$1.57M -3,567 -0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$357M +$193K +439 +0.1%
GGHC
14
Gilder Gagnon Howe & Co
New York
$266M -$7.16M -16,285 -3%
WA
15
Wasatch Advisors
Utah
$260M -$140M -319,651 -36%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$244M +$210M +476,931 +778%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$231M +$12.1M +27,550 +6%
N
18
Nuveen
North Carolina
$202M -$18.6M -42,375 -9%
ClearBridge Investments
19
ClearBridge Investments
New York
$199M -$79.2M -180,216 -29%
Citadel Advisors
20
Citadel Advisors
Florida
$193M -$47.8M -108,714 -20%
Norges Bank
21
Norges Bank
Norway
$184M +$2.74M +6,231 +2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$183M +$55M +125,234 +45%
First Trust Advisors
23
First Trust Advisors
Illinois
$175M -$41M -93,412 -20%
UBS AM
24
UBS AM
Illinois
$174M +$3.34M +7,606 +2%
American Century Companies
25
American Century Companies
Missouri
$172M +$16.5M +37,621 +11%

HUBS Hedge Fund Activity: Q1 2021 in Review

506 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2021, worth a combined $19.4B — up 18% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new HUBS positions and 58 closed out — a net gain of 34 holders — while 163 added to existing stakes and 186 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $210M. The largest seller was Capital International Investors, cutting an estimated $358M.

  • 506 institutional investors held HubSpot (HUBS) as of Q1 2021, up from 478 in Q4 2020.
  • Funds reported $19.4B of HubSpot stock for Q1 2021, up 18% quarter-over-quarter.
  • 92 funds opened new HubSpot positions in Q1 2021 and 58 closed out, a net change of +34 holders.
  • The largest HubSpot buyer in Q1 2021 was T. Rowe Price Associates, an estimated $210M added.
  • The largest HubSpot seller in Q1 2021 was Capital International Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2021.