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HubSpot
HUBS

Overview Fund Activity

282 hedge funds and large institutions have $5.7B invested in HubSpot in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-7
Holders Change %
-2.42%
% of All Funds
6.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
54
Increased
100
Reduced
89
Closed
57
Calls
$94M
Puts
$95.6M
Net Calls
-$1.6M
Net Calls Change
-$6.55M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$146M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$796M
3
LPC
Lone Pine Capital
Connecticut
$103M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$64.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$164M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$27.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$1.95M
5
HAM
Honeycomb Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$53K – – –
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$53K +$53K +400 New
SFS
228
Sowell Financial Services
Arkansas
$36K -$4.35K -33 -11%
FANJ
229
Financial Architects (New Jersey)
New Jersey
$32K – – –
CA
230
Clearstead Advisors
Ohio
$32K +$32K +243 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$28K +$28K +211 New
BBHC
232
Brown Brothers Harriman & Co
New York
$26K – – –
CFG
233
Citizens Financial Group
Rhode Island
$25K -$4.6K -34 -16%
SIC
234
Salem Investment Counselors
North Carolina
$25K – – –
SIAS
235
Shine Investment Advisory Services
Colorado
$24K +$1.57K +12 +7%
APA
236
American Portfolios Advisors
New York
$21.2K -$14.9K -112 -41%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$20K – – –
RE
238
RBC Europe
United Kingdom
$20K -$14.7K -110 -42%
ST
239
Sageworth Trust
Pennsylvania
$17K – – –
PRC
240
Pearl River Capital
Michigan
$17K +$17K +129 New
Bessemer Group
241
Bessemer Group
New Jersey
$16K -$1.2K -9 -7%
RFWA
242
RPg Family Wealth Advisory
Massachusetts
$15.6K -$2.93K -22 -16%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$15K +$545 +4 +4%
PCG
244
Private Capital Group
Connecticut
$15K +$4.05K +30 +37%
SF
245
Synovus Financial
Georgia
$15K +$14.1K +92 +1,533%
S
246
SignatureFD
Georgia
$14K +$11.5K +89 +468%
SPIA
247
Steward Partners Investment Advisory
New York
$12K – – –
PAM
248
Panagora Asset Management
Massachusetts
$12K +$12K +90 New
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$11K -$10.6K -80 -49%
ATC
250
Adirondack Trust Company
New York
$11K – – –
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