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HubSpot

628 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 258 increasing their positions, 201 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 201

0.4% less ownership

Funds ownership: 92.07%91.67% (-0.4%)

5% less funds holding

Funds holding: 661628 (-33)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

24% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 108

28% less capital invested

Capital invested by funds: $28.4B → $20.5B (-$7.93B)

36% less call options, than puts

Call options by funds: $260M | Put options by funds: $404M

Holders
628
Holders Change
-33
Holders Change %
-4.99%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
258
Reduced
201
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.45B +$119M +245,065 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.96B +$22.5M +46,384 +1%
BlackRock
3
BlackRock
New York
$1.75B +$132M +273,409 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.14B -$97M -200,310 -8%
Artisan Partners
5
Artisan Partners
Wisconsin
$1.05B +$84.7M +174,827 +9%
SM
6
SCGE Management
California
$702M +$52.1M +107,453 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$672M -$87.8M -181,286 -11%
Capital World Investors
8
Capital World Investors
California
$640M -$2.18M -4,494 -0.3%
Franklin Resources
9
Franklin Resources
California
$597M +$854K +1,763 +0.1%
ClearBridge Investments
10
ClearBridge Investments
New York
$536M +$138M +284,039 +34%
Jennison Associates
11
Jennison Associates
New York
$472M -$258M -533,154 -35%
State Street
12
State Street
Massachusetts
$467M +$6.86M +14,155 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$313M -$2.2M -4,538 -0.7%
Goldman Sachs
14
Goldman Sachs
New York
$311M -$107M -219,844 -25%
DCP
15
Durable Capital Partners
Maryland
$284M +$290M +597,787 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$268M -$7.45M -15,378 -3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$266M -$17.5M -36,194 -6%
LPC
18
Lone Pine Capital
Connecticut
$212M +$217M +446,951 New
TD Asset Management
19
TD Asset Management
Ontario, Canada
$207M +$22.3M +46,122 +12%
Invesco
20
Invesco
Georgia
$202M -$125M -258,867 -38%
Norges Bank
21
Norges Bank
Norway
$199M +$10.9M +22,593 +6%
GGHC
22
Gilder Gagnon Howe & Co
New York
$190M -$32.7M -67,463 -14%
UBS AM
23
UBS AM
Illinois
$186M -$25.3M -52,225 -12%
Ameriprise
24
Ameriprise
Minnesota
$177M +$90.1M +186,058 +100%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$154M +$123M +253,498 +360%

HUBS Hedge Fund Activity: Q1 2022 in Review

628 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HubSpot (HUBS) for Q1 2022, worth a combined $20.5B — down 28% from $28.4B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of HUBS and 82 opened new positions — a net loss of 26 holders — while 201 trimmed existing stakes and 258 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $290M. The largest seller was Jennison Associates, cutting an estimated $258M.

  • 628 institutional investors held HubSpot (HUBS) as of Q1 2022, down from 661 in Q4 2021.
  • Funds reported $20.5B of HubSpot stock for Q1 2022, down 28% quarter-over-quarter.
  • 82 funds opened new HubSpot positions in Q1 2022 and 108 closed out, a net change of -26 holders.
  • The largest HubSpot buyer in Q1 2022 was Durable Capital Partners, an estimated $290M added.
  • The largest HubSpot seller in Q1 2022 was Jennison Associates, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.