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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
326
INTECH Investment Management
Florida
$1.23M -$1.38M -2,599 -53%
CL
327
CIM LLC
New York
$1.22M +$1.22M +2,285 New
E
328
Ergoteles
New York
$1.21M -$299K -561 -20%
SCA
329
Snowden Capital Advisors
New York
$1.2M -$5.85K -11 -0.5%
NIP
330
Nicholas Investment Partners
California
$1.19M +$350K +657 +41%
Calamos Advisors
331
Calamos Advisors
Illinois
$1.18M +$423K +795 +56%
KJHP
332
K.J. Harrison & Partners
Ontario, Canada
$1.17M +$642K +1,210 +121%
EOJOAM
333
E. Ohman J:or Asset Management
Sweden
$1.17M – – –
VA
334
Valmark Advisers
Ohio
$1.16M -$83K -156 -7%
IP
335
Intellectus Partners
California
$1.15M +$1.15M +2,165 New
AT
336
Arden Trust
Delaware
$1.15M -$250K -470 -18%
TI
337
Tidal Investments
Wisconsin
$1.09M -$52.7K -99 -5%
JFG
338
Jefferies Financial Group
New York
$1.06M -$7.29M -13,700 -87%
SPM
339
Symmetry Peak Management
Pennsylvania
$1.06M -$293K -550 -22%
SI
340
Stephens Inc
Arkansas
$1.03M -$46.3K -87 -4%
BRWA
341
B. Riley Wealth Advisors
Florida
$1.03M +$45.2K +85 +5%
SAM
342
Shell Asset Management
Netherlands
$1.02M -$253K -475 -20%
Cerity Partners
343
Cerity Partners
New York
$1.01M +$66K +124 +7%
CIBC World Market
344
CIBC World Market
Ontario, Canada
$1M +$1M +1,884 New
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$987K -$152K -285 -13%
CI
346
Ceera Investments
Texas
$979K – – –
BPA
347
Beacon Pointe Advisors
California
$978K -$42K -79 -4%
IAA
348
Independent Advisor Alliance
North Carolina
$963K -$25K -47 -3%
GS
349
GTS Securities
New York
$952K +$952K +1,790 New
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$950K +$491K +922 +107%
12 13
14
15 16