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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 %
BBL
276
Beck Bode LLC
Massachusetts
$1.98M -$50.5K -87 -2%
CCG
277
Cloverfields Capital Group
Minnesota
$1.98M +$1.98M +3,405 New
GBWM
278
Granite Bay Wealth Management
New Hampshire
$1.94M – – –
CPIG
279
Chicago Partners Investment Group
Illinois
$1.89M -$21.7K -37 -1%
AAM
280
Azzad Asset Management
Virginia
$1.88M -$581 -1 -0%
AA
281
ALPS Advisors
Colorado
$1.88M -$581 -1 -0%
DC
282
Davenport & Co
Virginia
$1.85M +$15.7K +27 +0.9%
EI
283
Ethic Inc
New York
$1.82M +$92.3K +159 +5%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$1.81M – – –
Nordea Investment Management
285
Nordea Investment Management
Sweden
$1.81M +$24K +41 +1%
AA
286
Altman Advisors
Illinois
$1.8M +$23.2K +40 +1%
LCM
287
Legato Capital Management
California
$1.77M – – –
PI
288
PGGM Investments
Netherlands
$1.72M – – –
LBWM
289
Left Brain Wealth Management
Illinois
$1.71M -$23.2K -40 -1%
KOCAA
290
Knights of Columbus Asset Advisors
Connecticut
$1.67M +$11.6K +20 +0.7%
EI
291
Ellevest Inc
New York
$1.65M -$185K -319 -10%
MIM
292
MetLife Investment Management
New Jersey
$1.61M -$22.1K -38 -1%
NA
293
NewEdge Advisors
Louisiana
$1.55M +$355K +605 +30%
Cerity Partners
294
Cerity Partners
New York
$1.51M +$319K +549 +27%
KIA
295
Knollwood Investment Advisory
Maryland
$1.5M – – –
SLG
296
Stanley-Laman Group
Pennsylvania
$1.47M -$147K -254 -9%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$1.44M +$397K +684 +38%
GCM
298
Gunderson Capital Management
South Carolina
$1.43M -$581 -1 -0%
AIMCA
299
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M – – –
CL
300
CIM LLC
New York
$1.39M +$9.61K +16 +0.7%
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