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HubSpot
HUBS

Overview Fund Activity

542 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+38
Holders Change %
+7.54%
% of All Funds
9.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
100
Increased
193
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$357M
2
Jennison Associates
Jennison Associates
New York
$406M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.23B
4
NPCM
North Peak Capital Management
New York
$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
WA
Wasatch Advisors
Utah
$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B
3
Invesco
Invesco
Georgia
$364M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$189M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
351
Albion Financial Group
Utah
$583K +$583K +1,000 New
EI
352
Ethic Inc
New York
$577K +$187K +320 +48%
Man Group
353
Man Group
United Kingdom
$576K -$443K -760 -43%
SM
354
Sciencast Management
New Jersey
$567K +$567K +941 New
Canada Pension Plan Investment Board
355
Canada Pension Plan Investment Board
Ontario, Canada
$554K -$10.9M -18,684 -95%
SW
356
SVB Wealth
Massachusetts
$549K +$145K +249 +36%
HIIFS
357
Harel Insurance Investments & Financial Services
Israel
$539K -$427K -230 -44%
TC
358
TwinBeech Capital
New York
$532K +$532K +913 New
FTDI
359
First Trust Direct Indexing
Massachusetts
$516K +$516K +885 New
V
360
Veritable
Delaware
$508K – – –
LFAS
361
Level Four Advisory Services
Texas
$506K +$19.2K +33 +4%
CB
362
Commerce Bank
Missouri
$502K -$7K -12 -1%
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$501K +$42K +72 +9%
PFWA
364
Paces Ferry Wealth Advisors
Georgia
$498K +$1.75K +3 +0.4%
SCA
365
Snowden Capital Advisors
New York
$495K -$8.74K -15 -2%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$486K +$177K +304 +57%
WF
367
Welch & Forbes
Massachusetts
$484K -$148K -254 -23%
AAM
368
Advisors Asset Management
Colorado
$482K -$410K -703 -46%
SF
369
Symphony Financial
Texas
$480K – – –
ALAM
370
Asahi Life Asset Management
Japan
$472K +$472K +810 New
OTPPB
371
Ontario Teachers' Pension Plan Board
Ontario, Canada
$471K +$471K +809 New
Schroder Investment Management Group
372
Schroder Investment Management Group
United Kingdom
$467K +$467K +801 New
FWCM
373
Ferguson Wellman Capital Management
Oregon
$466K +$466K +800 New
MC
374
Matisse Capital
Oregon
$466K +$466K +800 New
PC
375
Provenire Capital
Minnesota
$464K +$464K +797 New
13 14
15
16 17