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HubSpot
HUBS

661 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 228 increasing their positions, 220 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 62

11% more funds holding

Funds holding: 597 → 661 (+64)

4% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 220

0.22% more ownership

Funds ownership: 91.85% → 92.07% (+0.22%)

2% less capital invested

Capital invested by funds: $28.9B → $28.4B (-$520M)

24% less funds holding in top 10

Funds holding in top 10: 21 → 16 (-5)

48% less call options, than puts

Call options by funds: $533M | Put options by funds: $1.02B

Holders
661
Holders Change
+64
Holders Change %
+10.72%
% of All Funds
10.17%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
228
Reduced
220
Closed
62
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$611M
2
BlackRock
BlackRock
New York
+$284M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$169M
4
Two Sigma Investments
Two Sigma Investments
New York
+$132M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$93.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$228M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$192M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$175M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$163M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$129M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.24B +$611M +808,282 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.69B +$28.9M +38,138 +0.9%
BlackRock
3
BlackRock
New York
$2.25B +$284M +376,065 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.71B -$60.1M -79,479 -3%
Artisan Partners
5
Artisan Partners
Wisconsin
$1.35B +$39.7M +52,475 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.05B +$5.35M +7,074 +0.4%
Jennison Associates
7
Jennison Associates
New York
$1.01B -$118M -156,037 -9%
SM
8
SCGE Management
California
$904M -$27.6M -36,453 -3%
Capital World Investors
9
Capital World Investors
California
$891M -$96.2M -127,127 -9%
Franklin Resources
10
Franklin Resources
California
$827M +$24.9M +32,859 +3%
State Street
11
State Street
Massachusetts
$639M +$4.37M +5,774 +0.6%
Goldman Sachs
12
Goldman Sachs
New York
$576M -$118M -155,649 -15%
ClearBridge Investments
13
ClearBridge Investments
New York
$557M -$10.6M -14,015 -2%
Invesco
14
Invesco
Georgia
$451M +$16.4M +21,654 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$437M -$44M -58,150 -8%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$393M +$93.6M +123,689 +26%
WRCM
17
Whale Rock Capital Management
Massachusetts
$383M -$175M -231,496 -28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$382M +$7.84M +10,359 +2%
GGHC
19
Gilder Gagnon Howe & Co
New York
$308M -$40M -52,928 -10%
UBS AM
20
UBS AM
Illinois
$293M +$67.1M +88,659 +25%
Norges Bank
21
Norges Bank
Norway
$262M -$3.49M -4,618 -1%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$257M +$169M +223,682 +135%
Northern Trust
23
Northern Trust
Illinois
$213M +$10.2M +13,432 +4%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$203M +$233M +308,641 New
Legal & General Group
25
Legal & General Group
United Kingdom
$189M +$3.68M +4,860 +2%
1
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HUBS Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q4 2021, worth a combined $28.4B — down 1.8% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new HUBS positions and 62 closed out — a net gain of 74 holders — while 228 added to existing stakes and 220 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $611M. The largest seller was Wells Fargo, cutting an estimated $228M.

  • 661 institutional investors held HubSpot (HUBS) as of Q4 2021, up from 597 in Q3 2021.
  • Funds reported $28.4B of HubSpot stock for Q4 2021, down 1.8% quarter-over-quarter.
  • 136 funds opened new HubSpot positions in Q4 2021 and 62 closed out, a net change of +74 holders.
  • The largest HubSpot buyer in Q4 2021 was T. Rowe Price Associates, an estimated $611M added.
  • The largest HubSpot seller in Q4 2021 was Wells Fargo, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2021.