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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 %
LF
251
Lee Financial
Texas
$9K +$3.13K +24 +53%
AWA
252
Arkadios Wealth Advisors
Georgia
$7.99K – – –
BCA
253
Berman Capital Advisors
Georgia
$7K -$831 -7 -11%
CBT
254
Capital Bank & Trust
California
$7K – – –
FRA
255
Front Row Advisors
California
$7K +$2.07K +13 +42%
SSB
256
Sandy Spring Bank
Maryland
$7K +$7K +50 New
AIP
257
Ameritas Investment Partners
Nebraska
$7K +$7K +55 New
GWM
258
Geneos Wealth Management
Colorado
$7K +$7K +60 New
WEC
259
Winslow Evans & Crocker
Massachusetts
$6K – – –
CAGAS
260
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +43 New
ST
261
Smithfield Trust
Pennsylvania
$5K – – –
RWA
262
Ropes Wealth Advisors
Massachusetts
$5K – – –
TC
263
Truvestments Capital
Florida
$5K +$5K +38 New
TFS
264
TrustCore Financial Services
Tennessee
$4K – – –
TL
265
TrueWealth LLC
Georgia
$4K – – –
BAM
266
Bellevue Asset Management
Washington
$4K +$1.85K +12 +86%
EI
267
Ellevest Inc
New York
$4K +$4K +33 New
PAI
268
Pittenger & Anderson Inc
Nebraska
$3K – – –
KPW
269
Kore Private Wealth
New York
$3K – – –
CAW
270
Cornerstone Advisors (Washington)
Washington
$3K +$2.21K +14 +280%
LWA
271
Lenox Wealth Advisors
New York
$3K +$3K +23 New
AF
272
Advisornet Financial
Minnesota
$2K – – –
CFGS
273
Concourse Financial Group Securities
Alabama
$2K – – –
EWP
274
Engrave Wealth Partners
Texas
$2K – – –
ABC
275
Associated Banc-Corp
Wisconsin
$2K +$2K +15 New
9 10
11
12 13