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HubSpot

337 hedge funds and large institutions have $9.5B invested in HubSpot in 2020 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 101 increasing their positions, 104 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+55
Holders Change %
+19.5%
% of All Funds
6.93%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.21%
New
99
Increased
101
Reduced
104
Closed
43
Calls
$169M
Puts
$218M
Net Calls
-$48.9M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
301
Citizens Financial Group
Rhode Island
$14K -$27.1K -122 -66%
BCA
302
Berman Capital Advisors
Georgia
$14K +$889 +4 +7%
TCM
303
Tradewinds Capital Management
Washington
$13K +$13K +60 New
Rockefeller Capital Management
304
Rockefeller Capital Management
New York
$12K -$6.11K -28 -34%
AIP
305
Ameritas Investment Partners
Nebraska
$12K
EWP
306
Engrave Wealth Partners
Texas
$12K +$7.56K +34 +170%
PIMG
307
Patriot Investment Management Group
Tennessee
$11.2K +$11.2K +50 New
SSB
308
Sandy Spring Bank
Maryland
$11K
CAW
309
Cornerstone Advisors (Washington)
Washington
$11K +$6.65K +29 +153%
WEC
310
Winslow Evans & Crocker
Massachusetts
$10K -$222 -1 -2%
FRA
311
Front Row Advisors
California
$10K
EI
312
Ellevest Inc
New York
$10K +$2.33K +10 +30%
ST
313
Smithfield Trust
Pennsylvania
$9K
RWA
314
Ropes Wealth Advisors
Massachusetts
$9K
AF
315
Advisornet Financial
Minnesota
$8K +$4.71K +20 +143%
SFS
316
Sowell Financial Services
Arkansas
$7K -$50.9K -240 -88%
EARNEST Partners
317
EARNEST Partners
Georgia
$7K +$7K +32 New
TFS
318
TrustCore Financial Services
Tennessee
$6K
BAM
319
Bellevue Asset Management
Washington
$6K
PAI
320
Pittenger & Anderson Inc
Nebraska
$5K
Truist Financial
321
Truist Financial
North Carolina
$4K -$5.25M -20,980 -100%
KPW
322
Kore Private Wealth
New York
$4K
TFGT
323
TS Financial Group (TSFG)
Illinois
$4K +$4K +17 New
LC
324
Lindbrook Capital
California
$4K +$4K +20 New
OPS
325
Orion Portfolio Solutions
Nebraska
$3K +$643 +3 +27%