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HubSpot

597 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 218 increasing their positions, 194 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 53

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

18% more capital invested

Capital invested by funds: $24.6B → $28.9B (+$4.33B)

12% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 194

10% more funds holding

Funds holding: 545597 (+52)

0.64% more ownership

Funds ownership: 91.21%91.85% (+0.64%)

54% less call options, than puts

Call options by funds: $411M | Put options by funds: $886M

Holders
597
Holders Change
+52
Holders Change %
+9.54%
% of All Funds
10.45%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
218
Reduced
194
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.78B +$190M +295,433 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.74B +$19.9M +30,905 +0.8%
BlackRock
3
BlackRock
New York
$2.05B +$125M +194,393 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.81B +$64.4M +99,903 +4%
Artisan Partners
5
Artisan Partners
Wisconsin
$1.35B +$43.3M +67,233 +3%
Jennison Associates
6
Jennison Associates
New York
$1.14B +$635M +985,452 +141%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.07B -$132M -204,863 -11%
Capital World Investors
8
Capital World Investors
California
$1,000M -$386M -598,388 -29%
SM
9
SCGE Management
California
$952M
Franklin Resources
10
Franklin Resources
California
$826M +$53.5M +82,979 +7%
Goldman Sachs
11
Goldman Sachs
New York
$696M -$121M -188,396 -15%
State Street
12
State Street
Massachusetts
$652M +$3.09M +4,794 +0.5%
ClearBridge Investments
13
ClearBridge Investments
New York
$580M +$339M +526,098 +158%
WRCM
14
Whale Rock Capital Management
Massachusetts
$549M +$128M +199,043 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$488M -$1.18M -1,828 -0.3%
Invesco
16
Invesco
Georgia
$448M +$24.2M +37,537 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$385M +$2.64M +4,100 +0.7%
GGHC
18
Gilder Gagnon Howe & Co
New York
$352M -$2.69M -4,177 -0.8%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$320M +$95.6M +148,387 +46%
Allianz Asset Management
20
Allianz Asset Management
Germany
$305M -$14.9M -23,151 -5%
Norges Bank
21
Norges Bank
Norway
$272M -$13.9M -21,570 -5%
Wells Fargo
22
Wells Fargo
California
$269M +$31.9M +49,512 +14%
UBS AM
23
UBS AM
Illinois
$241M -$7.73M -12,005 -3%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$230M +$28.5M +44,313 +15%
Northern Trust
25
Northern Trust
Illinois
$209M +$15.1M +23,423 +8%

HUBS Hedge Fund Activity: Q3 2021 in Review

597 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q3 2021, worth a combined $28.9B — up 18% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new HUBS positions and 53 closed out — a net gain of 56 holders — while 218 added to existing stakes and 194 trimmed.

The largest buyer was Jennison Associates, adding an estimated $635M. The largest seller was Capital World Investors, cutting an estimated $386M.

  • 597 institutional investors held HubSpot (HUBS) as of Q3 2021, up from 545 in Q2 2021.
  • Funds reported $28.9B of HubSpot stock for Q3 2021, up 18% quarter-over-quarter.
  • 109 funds opened new HubSpot positions in Q3 2021 and 53 closed out, a net change of +56 holders.
  • The largest HubSpot buyer in Q3 2021 was Jennison Associates, an estimated $635M added.
  • The largest HubSpot seller in Q3 2021 was Capital World Investors, an estimated $386M sold.

Based on aggregated 13F filings for Q3 2021.