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HubSpot
HUBS

Overview Fund Activity

476 hedge funds and large institutions have $16.4B invested in HubSpot in 2020 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+118
Holders Change %
+32.96%
% of All Funds
8.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
149
Increased
151
Reduced
128
Closed
27
Calls
$296M
Puts
$250M
Net Calls
+$46.8M
Net Calls Change
+$48.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$790M
2
BlackRock
BlackRock
New York
$1.03B
3
State Street
State Street
Massachusetts
$323M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$491M
5
Invesco
Invesco
Georgia
$277M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
3
First Trust Advisors
First Trust Advisors
Illinois
$190M
4
Capital International Investors
Capital International Investors
California
$372M
5
NPCM
North Peak Capital Management
New York
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMI
351
Clare Market Investments
Texas
$240K +$240K +605 New
SWP
352
Stratos Wealth Partners
Ohio
$239K +$239K +602 New
JCM
353
JS Capital Management
New York
$238K -$397K -1,000 -63%
BWP
354
Baldwin Wealth Partners
Massachusetts
$238K – – –
Nisa Investment Advisors
355
Nisa Investment Advisors
Missouri
$238K +$39.7K +100 +20%
ACM
356
AlphaCrest Capital Management
New York
$238K +$238K +600 New
WJWM
357
Williams Jones Wealth Management
New York
$237K +$237K +599 New
NIMI
358
Natixis Investment Managers International
France
$237K +$237K +600 New
Creative Planning
359
Creative Planning
Kansas
$228K +$228K +574 New
ZIM
360
Zacks Investment Management
Illinois
$227K +$227K +573 New
II
361
Inspire Investing
Idaho
$222K +$222K +560 New
EP
362
EPIQ Partners
Minnesota
$221K +$221K +557 New
WAG
363
Winthrop Advisory Group
Massachusetts
$218K +$218K +550 New
CAMG
364
CWA Asset Management Group
Florida
$214K +$214K +540 New
MAP
365
Moody Aldrich Partners
Massachusetts
$212K +$212K +536 New
OFS
366
OneAscent Financial Services
Alabama
$211K -$455K -1,148 -68%
QI
367
Qtron Investments
Massachusetts
$205K +$205K +518 New
DILIC
368
Dai-ichi Life Insurance Company
Japan
$204K +$204K +514 New
BFA
369
Benedict Financial Advisors
Georgia
$204K +$204K +515 New
MC
370
Moors & Cabot
Massachusetts
$203K +$203K +510 New
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$202K +$177K +447 +721%
Aviva
372
Aviva
United Kingdom
$201K +$201K +506 New
PHK
373
Point72 Hong Kong
Hong Kong
$195K -$1.05M -2,651 -84%
MC
374
Maverick Capital
Texas
$193K -$979K -2,464 -84%
TIAM2
375
Tru Independence Asset Management 2
Oregon
$156K +$156K +394 New
13 14
15
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