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HubSpot

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
326
Dakota Wealth Management
Florida
$1.04M +$385K +782 +59%
PNC Financial Services Group
327
PNC Financial Services Group
Pennsylvania
$1.03M -$177K -360 -15%
Cerity Partners
328
Cerity Partners
New York
$1.01M +$71.4K +145 +8%
BAM
329
Blueshift Asset Management
New Jersey
$1M +$1M +2,036 New
NA
330
NewEdge Advisors
Louisiana
$1,000K +$900K +1,827 +900%
PMEF
331
Point72 Middle East FZE
United Arab Emirates
$997K +$997K +2,024 New
Prudential Financial
332
Prudential Financial
New Jersey
$987K -$22.8M -46,329 -96%
BBA
333
Baader Bank Aktiengesellschaft
Germany
$986K -$329K -669 -25%
BCB
334
Brian C. Broderick
$985K +$493K +1,000 +100%
JWS
335
Juncture Wealth Strategies
Arizona
$975K +$305K +619 +45%
SI
336
Stephens Inc
Arkansas
$965K +$13.8K +28 +1%
PCM
337
Prelude Capital Management
New York
$958K +$307K +623 +47%
CCIA
338
Campbell & Co Investment Adviser
Maryland
$945K +$945K +1,919 New
BAMF
339
BI Asset Management Fondsmaeglerselskab
Denmark
$945K -$633K -1,285 -40%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$938K +$24.6K +50 +3%
GCM
341
Genus Capital Management
British Columbia, Canada
$936K -$690K -1,400 -42%
BPA
342
Beacon Pointe Advisors
California
$935K +$29.1K +59 +3%
M&T Bank
343
M&T Bank
New York
$934K -$361K -733 -28%
API
344
Advisor Partners II
California
$928K +$155K +314 +20%
SAM
345
Shell Asset Management
Netherlands
$924K -$18.2K -37 -2%
CI
346
Ceera Investments
Texas
$906K
Verition Fund Management
347
Verition Fund Management
Connecticut
$894K +$514K +1,044 +135%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$884K +$149K +302 +20%
SPA
349
Sherbrooke Park Advisers
New York
$877K +$877K +1,780 New
TRCT
350
Tower Research Capital (TRC)
New York
$874K +$387K +785 +79%