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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
326
Corient Private Wealth
Florida
$836K +$259K +603 +45%
HighTower Advisors
327
HighTower Advisors
Illinois
$830K +$169K +396 +26%
BPA
328
Beacon Pointe Advisors
California
$822K +$153K +358 +23%
WG
329
Winton Group
United Kingdom
$800K +$800K +1,866 New
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$799K +$87K +203 +12%
IAA
331
Independent Advisor Alliance
North Carolina
$796K +$796K +1,856 New
BRWA
332
B. Riley Wealth Advisors
Florida
$791K +$301K +702 +61%
CI
333
Ceera Investments
Texas
$789K +$150K +350 +23%
SW
334
SVB Wealth
Massachusetts
$783K -$77.6K -181 -9%
WI
335
WrapManager Inc
California
$782K +$157K +367 +25%
PMEF
336
Point72 Middle East FZE
United Arab Emirates
$777K +$777K +1,811 New
PCIA
337
Prime Capital Investment Advisors
Kansas
$768K +$768K +1,791 New
FHA
338
Flagship Harbor Advisors
Massachusetts
$765K +$10.7K +25 +1%
Cerity Partners
339
Cerity Partners
New York
$763K -$83.6K -195 -10%
Aviva
340
Aviva
United Kingdom
$762K -$1.94M -4,536 -72%
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$746K +$81K +189 +12%
RI
342
Ridgewood Investments
New Jersey
$713K – – –
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$702K +$296K +691 +73%
TCM
344
Twin Capital Management
Pennsylvania
$690K +$690K +1,609 New
NIP
345
Nicholas Investment Partners
California
$680K -$301K -701 -31%
FHB
346
First Hawaiian Bank
Hawaii
$680K +$680K +1,586 New
ML
347
McAdam LLC
Pennsylvania
$679K +$679K +1,583 New
GAM
348
Gotham Asset Management
New York
$660K +$660K +1,540 New
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$656K -$7.29K -17 -1%
VFA
350
Valeo Financial Advisors
Indiana
$640K +$10.3K +24 +2%
12 13
14
15 16