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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
351
Cetera Advisor Networks
California
$636K +$149K +347 +31%
AAG
352
Armstrong Advisory Group
Massachusetts
$631K +$588K +1,372 +1,372%
US Bancorp
353
US Bancorp
Minnesota
$631K +$45K +105 +8%
ESCM
354
Echo Street Capital Management
New York
$625K -$147K -343 -19%
Calamos Advisors
355
Calamos Advisors
Illinois
$608K +$608K +1,418 New
DCM
356
DGS Capital Management
New Jersey
$605K +$2.57K +6 +0.4%
DIM
357
DC Investments Management
Virginia
$600K – – –
LA
358
Legacy Advisors
Pennsylvania
$591K – – –
Verition Fund Management
359
Verition Fund Management
Connecticut
$591K -$114K -265 -16%
AM
360
AGF Management
Ontario, Canada
$588K +$588K +1,372 New
PL
361
Perpetual Ltd
Australia
$581K +$581K +1,356 New
William Blair & Company
362
William Blair & Company
Illinois
$572K -$76.3K -178 -12%
MGP
363
Metis Global Partners
California
$570K +$127K +297 +29%
GW
364
GW & Wade
Massachusetts
$569K -$19.7K -46 -3%
PCM
365
Prelude Capital Management
New York
$563K -$83.2K -194 -13%
TFA
366
Toth Financial Advisory
Virginia
$540K +$536K +1,250 +12,500%
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$535K -$186K -433 -26%
CB
368
Commerce Bank
Missouri
$530K +$78K +182 +17%
GPA
369
Guerra Pan Advisors
New Jersey
$527K – – –
AWM
370
Avior Wealth Management
Nebraska
$520K – – –
PCM
371
Penserra Capital Management
California
$508K +$408K +954 +406%
V
372
Veritable
Delaware
$506K +$81.5K +190 +19%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$500K -$10.7K -25 -2%
SG
374
Stonnington Group
California
$499K +$127K +300 +34%
RI
375
Redwood Investments
Massachusetts
$492K -$14.6K -34 -3%
13 14
15
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