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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
251
Orion Portfolio Solutions
Nebraska
$2.52M -$369K -662 -13%
QPW
252
Quantum Private Wealth
Florida
$2.45M +$12.2K +21 +0.5%
VIM
253
Vinva Investment Management
Australia
$2.44M -$861K -1,462 -26%
EF
254
Empowered Funds
Pennsylvania
$2.42M +$113K +195 +5%
ETC
255
Exchange Traded Concepts
Oklahoma
$2.39M +$892K +1,537 +60%
MAM
256
Meeder Asset Management
Ohio
$2.31M +$2.31M +3,982 New
IP
257
Intellectus Partners
California
$2.3M +$787K +1,355 +52%
GIBU
258
Gulf International Bank (UK)
United Kingdom
$2.26M -$243K -418 -10%
N
259
Natixis
France
$2.25M +$2.25M +3,873 New
GC
260
Guggenheim Capital
Illinois
$2.22M -$895K -1,542 -29%
AC
261
Addison Capital
Pennsylvania
$2.22M +$10.5K +18 +0.5%
BJL
262
Brighton Jones LLC
Washington
$2.21M -$1.16K -2 -0.1%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$2.19M +$149K +256 +7%
GITFIT
264
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.18M – – –
MNBTD
265
Moody National Bank Trust Division
Texas
$2.16M -$200K -345 -8%
Pathstone Holdings
266
Pathstone Holdings
New Jersey
$2.14M +$2.14M +3,634 New
SRAM
267
Spouting Rock Asset Management
Pennsylvania
$2.13M -$651K -1,121 -23%
BOSSRA
268
B.O.S.S. Retirement Advisors
Utah
$2.13M +$50.5K +87 +2%
PI
269
PEAK6 Investments
Illinois
$2.12M -$2.47M -4,247 -54%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$2.12M +$906K +1,560 +75%
AI
271
Atria Investments
North Carolina
$2.1M +$201K +347 +11%
DPAM
272
Degroof Petercam Asset Management
Belgium
$2.09M +$2.09M +3,600 New
HighTower Advisors
273
HighTower Advisors
Illinois
$2.08M +$262K +451 +14%
MSRPS
274
Maryland State Retirement & Pension System
Maryland
$2.02M – – –
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$2M – – –
9 10
11
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