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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
351
SVB Wealth
Massachusetts
$930K -$42K -79 -4%
FHA
352
Flagship Harbor Advisors
Massachusetts
$928K -$21.3K -40 -2%
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
$927K +$1.06K +2 +0.1%
Nomura Holdings
354
Nomura Holdings
Japan
$919K +$338K +635 +58%
PAG
355
Private Advisor Group
New Jersey
$917K +$580K +1,069 +172%
WI
356
WrapManager Inc
California
$898K -$72.4K -136 -7%
Corient Private Wealth
357
Corient Private Wealth
Florida
$885K -$153K -287 -15%
RI
358
Ridgewood Investments
New Jersey
$884K – – –
VFA
359
Values First Advisors
Tennessee
$880K -$278K -522 -24%
OTPPB
360
Ontario Teachers' Pension Plan Board
Ontario, Canada
$877K -$241K -453 -22%
CAN
361
Cetera Advisor Networks
California
$865K +$75.6K +142 +10%
US Bancorp
362
US Bancorp
Minnesota
$856K +$73.4K +138 +9%
ML
363
McAdam LLC
Pennsylvania
$849K +$6.92K +13 +0.8%
API
364
Advisor Partners II
California
$836K +$437K +821 +109%
FHB
365
First Hawaiian Bank
Hawaii
$833K -$10.6K -20 -1%
RIA
366
Regal Investment Advisors
Michigan
$833K +$280K +526 +51%
AWS
367
Atria Wealth Solutions
New York
$830K +$232K +436 +39%
FA
368
FDx Advisors
Illinois
$826K +$178K +335 +28%
TCM
369
Twin Capital Management
Pennsylvania
$819K -$36.7K -69 -4%
SO
370
STRS Ohio
Ohio
$814K +$814K +1,530 New
Citadel Advisors
371
Citadel Advisors
Florida
$798K -$149M -279,373 -99%
TSW
372
Thompson Siegel & Walmsley
Virginia
$798K +$798K +1,500 New
Voloridge Investment Management
373
Voloridge Investment Management
Florida
$795K +$795K +1,495 New
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$794K -$77.2K -145 -9%
ETC
375
Exchange Traded Concepts
Oklahoma
$787K +$281K +529 +56%
13 14
15
16 17