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HubSpot
HUBS

Overview Fund Activity

358 hedge funds and large institutions have $12.1B invested in HubSpot in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
7.24%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
74
Increased
132
Reduced
113
Closed
52
Calls
$237M
Puts
$238M
Net Calls
-$1.49M
Net Calls Change
+$47.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.07B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$116M
3
American Century Companies
American Century Companies
Missouri
$102M
4
Goldman Sachs
Goldman Sachs
New York
$358M
5
PC
Polar Capital
United Kingdom
$95.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$170M
3
Jennison Associates
Jennison Associates
New York
$57.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$117M
5
GKIM
GW&K Investment Management
Massachusetts
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
326
Sandy Spring Bank
Maryland
$15K – – –
PMFA
327
Plante Moran Financial Advisors
Michigan
$15K +$15K +53 New
CAGAS
328
Capital Advisory Group Advisory Services
Minnesota
$14K -$339K -1,139 -96%
CAW
329
Cornerstone Advisors (Washington)
Washington
$14K – – –
SFS
330
Sowell Financial Services
Arkansas
$14K +$4.38K +15 +45%
WEC
331
Winslow Evans & Crocker
Massachusetts
$13K – – –
RWA
332
Ropes Wealth Advisors
Massachusetts
$12K – – –
FFA
333
Founders Financial Alliance
North Carolina
$12K +$12K +41 New
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$11K -$4.13K -15 -27%
ST
335
Smithfield Trust
Pennsylvania
$11K – – –
NNP
336
Nachman Norwood & Parrott
South Carolina
$11K +$11K +37 New
EARNEST Partners
337
EARNEST Partners
Georgia
$9K – – –
LC
338
Lindbrook Capital
California
$9K +$3.38K +12 +60%
AIP
339
Ameritas Investment Partners
Nebraska
$8K -$6.67K -25 -45%
TFS
340
TrustCore Financial Services
Tennessee
$8K – – –
AF
341
Advisornet Financial
Minnesota
$7K -$2.92K -10 -29%
PAI
342
Pittenger & Anderson Inc
Nebraska
$6K – – –
SA
343
SRH Advisors
Kansas
$6K +$6K +21 New
BAM
344
Bellevue Asset Management
Washington
$5K -$3.13K -10 -38%
PWMG
345
Prestige Wealth Management Group
New Jersey
$4K – – –
TPCW
346
TD Private Client Wealth
New York
$3.22K – – –
CFD
347
Creative Financial Designs
Indiana
$3K – – –
KTC
348
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
CFGS
349
Concourse Financial Group Securities
Alabama
$3K +$818 +3 +38%
BFC
350
Bedel Financial Consulting
Indiana
$3K +$1.33K +4 +80%
12 13
14
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