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HubSpot
HUBS

Overview Fund Activity

289 hedge funds and large institutions have $6.41B invested in HubSpot in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 87 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
-6
Holders Change %
-2.03%
% of All Funds
5.71%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
55
Increased
107
Reduced
87
Closed
54
Calls
$127M
Puts
$122M
Net Calls
+$4.95M
Net Calls Change
+$24.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$826M
2
Capital World Investors
Capital World Investors
California
$186M
3
Artisan Partners
Artisan Partners
Wisconsin
$295M
4
Wells Fargo
Wells Fargo
California
$48.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$77M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$94.8M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$622M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
226
Quantbot Technologies
New York
$93K -$3.21M -20,384 -97%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$86K – – –
CIA
228
CSat Investment Advisory
Michigan
$82K +$2.22K +14 +3%
MS
229
Mizuho Securities
Japan
$79K – – –
ASN
230
Advisory Services Network
Georgia
$74K +$2.07K +13 +3%
AssetMark Inc
231
AssetMark Inc
California
$63K – – –
FHA
232
First Horizon Advisors
Tennessee
$63K +$11.1K +70 +21%
VFA
233
Valeo Financial Advisors
Indiana
$60K -$15.9K -100 -21%
Lazard Asset Management
234
Lazard Asset Management
New York
$55K +$40.1K +255 +268%
US Bancorp
235
US Bancorp
Minnesota
$53K +$19.2K +121 +57%
SFS
236
Sowell Financial Services
Arkansas
$49K +$49K +306 New
Walleye Capital
237
Walleye Capital
New York
$46K -$68.2K -430 -60%
CG
238
Cutler Group
California
$45K -$142K -896 -76%
APA
239
American Portfolios Advisors
New York
$43K -$3.96K -25 -8%
RE
240
RBC Europe
United Kingdom
$41.2K – – –
TRCT
241
Tower Research Capital (TRC)
New York
$39K -$228K -1,426 -85%
FANJ
242
Financial Architects (New Jersey)
New Jersey
$39K – – –
CFG
243
Citizens Financial Group
Rhode Island
$35K +$35K +219 New
BBHC
244
Brown Brothers Harriman & Co
New York
$31K – – –
SIC
245
Salem Investment Counselors
North Carolina
$30K – – –
SIAS
246
Shine Investment Advisory Services
Colorado
$27K +$12.8K +81 +90%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$26K -$15K -94 -37%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$24K – – –
RFWA
249
RPg Family Wealth Advisory
Massachusetts
$22K +$1.74K +11 +9%
ST
250
Sageworth Trust
Pennsylvania
$20K – – –
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