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HubSpot
HUBS

Overview Fund Activity

305 hedge funds and large institutions have $6.78B invested in HubSpot in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+18
Holders Change %
+6.27%
% of All Funds
6.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
64
Increased
99
Reduced
92
Closed
43
Calls
$68.4M
Puts
$85.8M
Net Calls
-$17.4M
Net Calls Change
-$8.25M

Top Buyers

1
Invesco
1
Invesco
Georgia
$99.8M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$61.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$706M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$52M
5
Capital International Investors
5
Capital International Investors
California
$265M

Top Sellers

1
BlackRock
1
BlackRock
New York
$338M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$684M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$253M
4
State Street
4
State Street
Massachusetts
$86.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Sageworth Trust
Pennsylvania
$21K -$17.2K -103 -45%
Bessemer Group
277
Bessemer Group
New Jersey
$20K – – –
BCA
278
Berman Capital Advisors
Georgia
$14K – – –
ATC
279
Adirondack Trust Company
New York
$14K – – –
CCA
280
Catalyst Capital Advisors
New York
$13K +$2.64K +15 +25%
ACS
281
Archford Capital Strategies
Illinois
$10K – – –
SPIA
282
Steward Partners Investment Advisory
New York
$10K +$10K +62 New
QCG
283
Quadrant Capital Group
Ohio
$9K – – –
CBT
284
Capital Bank & Trust
California
$9K – – –
RCAG
285
Rehmann Capital Advisory Group
Michigan
$8.53K – – –
WEC
286
Winslow Evans & Crocker
Massachusetts
$8K -$2.09K -12 -21%
LC
287
Lindbrook Capital
California
$8K – – –
RWA
288
Ropes Wealth Advisors
Massachusetts
$7K – – –
PCG
289
Private Capital Group
Connecticut
$7K +$2.25K +17 +47%
ST
290
Smithfield Trust
Pennsylvania
$6K – – –
TFS
291
TrustCore Financial Services
Tennessee
$5K – – –
CFGS
292
Concourse Financial Group Securities
Alabama
$5K – – –
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +30 New
BWA
294
BDO Wealth Advisors
Florida
$4K – – –
PAI
295
Pittenger & Anderson Inc
Nebraska
$3K – – –
MIM
296
Macroview Investment Management
Maryland
$3K +$3K +18 New
FRA
297
Front Row Advisors
California
$2K – – –
APC
298
Aspire Private Capital
North Carolina
$2K – – –
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$2K +$889 +4 +80%
PCP
300
Proficio Capital Partners
Massachusetts
$2K +$1K +5 +100%
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12
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