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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 %
Bessemer Group
251
Bessemer Group
New Jersey
$20K +$1.4K +9 +8%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
SPIA
253
Steward Partners Investment Advisory
New York
$15K -$56.4K -365 -79%
ATC
254
Adirondack Trust Company
New York
$15K – – –
MAM
255
Meeder Asset Management
Ohio
$14K +$13.2K +82 +1,640%
QCG
256
Quadrant Capital Group
Ohio
$12K +$3K +23 +33%
PCG
257
Private Capital Group
Connecticut
$12K +$6.67K +45 +125%
AWA
258
Arkadios Wealth Advisors
Georgia
$11.8K +$11.8K +60 New
BCA
259
Berman Capital Advisors
Georgia
$10K -$2.12K -14 -18%
WEC
260
Winslow Evans & Crocker
Massachusetts
$8K – – –
CBT
261
Capital Bank & Trust
California
$8K – – –
LF
262
Lee Financial
Texas
$7K +$7K +45 New
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$7K +$7K +47 New
ST
264
Smithfield Trust
Pennsylvania
$6K – – –
RWA
265
Ropes Wealth Advisors
Massachusetts
$6K – – –
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
FRA
267
Front Row Advisors
California
$5K +$3.07K +19 +158%
ACM
268
Allred Capital Management
Texas
$4.91K +$4.91K +31 New
BWA
269
BDO Wealth Advisors
Florida
$4K – – –
TFS
270
TrustCore Financial Services
Tennessee
$4K – – –
OPS
271
Orion Portfolio Solutions
Nebraska
$4K +$4K +25 New
TL
272
TrueWealth LLC
Georgia
$4K +$4K +27 New
Walleye Trading
273
Walleye Trading
New York
$4K +$4K +27 New
TPCW
274
TD Private Client Wealth
New York
$3.01K +$3.01K +19 New
PAI
275
Pittenger & Anderson Inc
Nebraska
$3K +$429 +3 +17%
9 10
11
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