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HubSpot

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Shares
Change %
OQS
351
Occudo Quantitative Strategies
Florida
$628K +$283K +596 +82%
KLC
352
Knowledge Leaders Capital
Colorado
$619K
RI
353
Redwood Investments
Massachusetts
$606K -$86.8K -183 -13%
SFG
354
Synergy Financial Group
California
$606K -$1.42K -3 -0.2%
M&T Bank
355
M&T Bank
New York
$591K +$16.6K +35 +3%
CB
356
Commerce Bank
Missouri
$590K +$258K +543 +78%
AWS
357
Atria Wealth Solutions
New York
$585K +$585K +1,231 New
FA
358
FDx Advisors
Illinois
$580K +$184K +388 +47%
AWM
359
Avior Wealth Management
Nebraska
$567K -$97.7K -206 -15%
PI
360
PEAK6 Investments
Illinois
$565K +$565K +1,188 New
HighTower Advisors
361
HighTower Advisors
Illinois
$562K -$271K -575 -33%
BAM
362
Berkshire Asset Management
Pennsylvania
$562K +$185K +389 +49%
KA
363
Kovack Advisors
Florida
$559K -$138K -291 -20%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$549K +$2.85K +6 +0.5%
SLWA
365
San Luis Wealth Advisors
California
$548K +$548K +832 New
AWS
366
AJ Wealth Strategies
New York
$532K
FFA
367
First Foundation Advisors
California
$516K +$1.43K +3 +0.3%
OPPTF
368
OPSEU Pension Plan Trust Fund
Ontario, Canada
$514K +$8.2K +17 +2%
LWAC
369
Laurel Wealth Advisors (California)
California
$500K +$500K +1,051 New
NIP
370
Nicholas Investment Partners
California
$498K -$4.33M -9,102 -90%
GC
371
Guggenheim Capital
Illinois
$494K -$170K -358 -26%
ANI
372
American National Insurance
Texas
$483K -$130K -275 -21%
ETC
373
Exchange Traded Concepts
Oklahoma
$475K -$767K -1,617 -62%
AFG
374
Albion Financial Group
Utah
$475K
AIM
375
Aquila Investment Management
New York
$475K +$475K +1,000 New