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HubSpot

594 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+52
Holders Change %
+9.59%
% of All Funds
10.43%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
216
Reduced
193
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
351
Ethic Inc
New York
$709K +$39.9K +59 +6%
SP
352
Symmetry Partners
Connecticut
$705K
OPPTF
353
OPSEU Pension Plan Trust Fund
Ontario, Canada
$698K -$14.1K -21 -2%
KAS
354
Kemnay Advisory Services
New York
$694K +$694K +1,026 New
QCM
355
Quantinno Capital Management
New York
$686K +$1.35K +2 +0.2%
PAM
356
Paradigm Asset Management
New York
$676K -$67.6K -100 -9%
AFG
357
Albion Financial Group
Utah
$676K
Schroder Investment Management Group
358
Schroder Investment Management Group
United Kingdom
$664K +$122K +181 +23%
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$621K +$621K +919 New
MC
360
Matisse Capital
Oregon
$608K +$67.6K +100 +13%
BAM
361
Berkshire Asset Management
Pennsylvania
$603K +$603K +892 New
CGH
362
Crossmark Global Holdings
Texas
$602K +$602K +890 New
CAM
363
Concorde Asset Management
Michigan
$596K +$363K +537 +156%
V
364
Veritable
Delaware
$594K +$4.06K +6 +0.7%
SPIA
365
Steward Partners Investment Advisory
New York
$594K +$320K +473 +117%
AIG
366
American International Group
New York
$592K -$45.3K -67 -7%
FA
367
FDx Advisors
Illinois
$592K +$592K +876 New
FTDI
368
First Trust Direct Indexing
Massachusetts
$588K -$10.8K -16 -2%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$586K +$334K +494 +132%
NFC
370
Northeast Financial Consultants
Connecticut
$583K +$583K +863 New
SWM
371
Spire Wealth Management
Virginia
$580K +$191K +287 +49%
SCA
372
Snowden Capital Advisors
New York
$571K -$2.7K -4 -0.5%
PFWA
373
Paces Ferry Wealth Advisors
Georgia
$567K -$11.5K -17 -2%
WF
374
Welch & Forbes
Massachusetts
$562K
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$561K +$109K +161 +24%