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HubSpot
HUBS

Overview Fund Activity

250 hedge funds and large institutions have $5.6B invested in HubSpot in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
5.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
72
Reduced
99
Closed
27
Calls
$32.4M
Puts
$69.1M
Net Calls
-$36.6M
Net Calls Change
+$29.1M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$287M
2
TCIM
TIAA CREF Investment Management
New York
$54.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$58.6M
5
Millennium Management
Millennium Management
New York
$25.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$260M
2
WRCM
Whale Rock Capital Management
Massachusetts
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.38M
5
Morgan Stanley
Morgan Stanley
New York
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$23K -$825K -5,380 -97%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$23K – – –
HI
228
Harrington Investments
California
$20K – – –
SWP
229
Stratos Wealth Partners
Ohio
$19K +$19K +123 New
TC
230
Truvestments Capital
Florida
$19K +$19K +127 New
RFWA
231
RPg Family Wealth Advisory
Massachusetts
$17.1K +$2.11K +14 +14%
RE
232
RBC Europe
United Kingdom
$16.6K +$16.6K +110 New
IUHSA
233
Itau Unibanco Holding S.A.
Brazil
$15K -$167K -1,110 -92%
ATC
234
Adirondack Trust Company
New York
$13K – – –
PG
235
Patten Group
Tennessee
$11K – – –
APA
236
American Portfolios Advisors
New York
$10.7K – – –
CCA
237
Catalyst Capital Advisors
New York
$10K +$3.18K +20 +47%
QCG
238
Quadrant Capital Group
Ohio
$9K – – –
PCG
239
Private Capital Group
Connecticut
$8K – – –
CBT
240
Capital Bank & Trust
California
$8K – – –
SPIA
241
Steward Partners Investment Advisory
New York
$8K – – –
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$8K – – –
ST
243
Smithfield Trust
Pennsylvania
$6K -$1.42K -9 -19%
RWA
244
Ropes Wealth Advisors
Massachusetts
$6K – – –
CTB
245
Country Trust Bank
Illinois
$5K – – –
MA
246
MCF Advisors
Kentucky
$5K +$5K +31 New
WEC
247
Winslow Evans & Crocker
Massachusetts
$4K -$2.5K -10 -38%
TFS
248
TrustCore Financial Services
Tennessee
$4K – – –
PAI
249
Pittenger & Anderson Inc
Nebraska
$3K – – –
TNBTD
250
Trustmark National Bank Trust Department
Mississippi
$1K +$1K +6 New
8 9
10
11 12