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HubSpot

545 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

27% more capital invested

Capital invested by funds: $19.4B → $24.6B (+$5.22B)

8% more funds holding

Funds holding: 506545 (+39)

9% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 179

0.94% less ownership

Funds ownership: 92.15%91.21% (-0.94%)

41% less call options, than puts

Call options by funds: $286M | Put options by funds: $486M

Holders
545
Holders Change
+39
Holders Change %
+7.71%
% of All Funds
9.49%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
101
Increased
195
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34B -$13.7M -26,198 -0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.23B +$169M +323,506 +9%
BlackRock
3
BlackRock
New York
$1.66B -$53.8M -103,209 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.5B -$151M -290,139 -10%
Capital World Investors
5
Capital World Investors
California
$1.21B -$11M -21,127 -1%
Artisan Partners
6
Artisan Partners
Wisconsin
$1.12B +$31.4M +60,276 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.05B +$110M +211,825 +13%
SM
8
SCGE Management
California
$820M
Goldman Sachs
9
Goldman Sachs
New York
$710M -$39.2M -75,098 -6%
Franklin Resources
10
Franklin Resources
California
$664M +$46M +88,204 +8%
State Street
11
State Street
Massachusetts
$559M +$77.1M +147,916 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$422M -$32.8M -62,909 -8%
Jennison Associates
13
Jennison Associates
New York
$406M +$298M +571,882 +456%
Invesco
14
Invesco
Georgia
$364M -$121M -232,863 -27%
WRCM
15
Whale Rock Capital Management
Massachusetts
$357M +$320M +613,225 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$330M +$29.4M +56,338 +11%
GGHC
17
Gilder Gagnon Howe & Co
New York
$306M -$32.4M -62,035 -11%
Allianz Asset Management
18
Allianz Asset Management
Germany
$276M +$36.9M +70,748 +18%
Norges Bank
19
Norges Bank
Norway
$247M +$10M +19,267 +5%
American Century Companies
20
American Century Companies
Missouri
$241M +$18.6M +35,625 +9%
Citadel Advisors
21
Citadel Advisors
Florida
$235M -$12.1M -23,133 -5%
UBS AM
22
UBS AM
Illinois
$214M -$7.64M -14,656 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$205M -$17M -32,659 -8%
Wells Fargo
24
Wells Fargo
California
$203M -$10.4M -19,877 -5%
Ameriprise
25
Ameriprise
Minnesota
$202M +$6.33M +12,136 +4%

HUBS Hedge Fund Activity: Q2 2021 in Review

545 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q2 2021, worth a combined $24.6B — up 27% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new HUBS positions and 57 closed out — a net gain of 44 holders — while 195 added to existing stakes and 179 trimmed.

The largest buyer was Whale Rock Capital Management, opening a new position worth an estimated $320M. The largest seller was Wasatch Advisors, cutting an estimated $192M.

  • 545 institutional investors held HubSpot (HUBS) as of Q2 2021, up from 506 in Q1 2021.
  • Funds reported $24.6B of HubSpot stock for Q2 2021, up 27% quarter-over-quarter.
  • 101 funds opened new HubSpot positions in Q2 2021 and 57 closed out, a net change of +44 holders.
  • The largest HubSpot buyer in Q2 2021 was Whale Rock Capital Management, an estimated $320M added.
  • The largest HubSpot seller in Q2 2021 was Wasatch Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.