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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
351
Guerra Pan Advisors
New Jersey
$883K +$6.97K +12 +0.8%
AWM
352
Avitas Wealth Management
California
$882K +$23.8K +41 +3%
WCM Investment Management
353
WCM Investment Management
California
$881K +$881K +1,495 New
AAG
354
Armstrong Advisory Group
Massachusetts
$866K – – –
TCM
355
Twin Capital Management
Pennsylvania
$857K +$581 +1 +0.1%
WBC
356
Westpac Banking Corp
Australia
$850K -$74.9K -129 -8%
Bank of Nova Scotia
357
Bank of Nova Scotia
Ontario, Canada
$842K +$842K +1,450 New
JWS
358
Juncture Wealth Strategies
Arizona
$832K -$318K -547 -28%
PAS
359
Park Avenue Securities
New York
$829K +$8.71K +15 +1%
DCM
360
DGS Capital Management
New Jersey
$828K -$2.32K -4 -0.3%
VFA
361
Values First Advisors
Tennessee
$828K +$9.29K +16 +1%
KA
362
Kovack Advisors
Florida
$819K +$5.81K +10 +0.7%
DIM
363
DC Investments Management
Virginia
$813K – – –
FTDI
364
First Trust Direct Indexing
Massachusetts
$809K +$228K +393 +39%
LA
365
Legacy Advisors
Pennsylvania
$803K +$2.32K +4 +0.3%
FHB
366
First Hawaiian Bank
Hawaii
$801K -$107K -184 -12%
TMAM
367
Tokio Marine Asset Management
Japan
$792K +$48.2K +83 +6%
GW
368
GW & Wade
Massachusetts
$776K – – –
AWM
369
Aviso Wealth Management
Washington
$774K +$774K +1,334 New
IC
370
IEQ Capital
California
$770K -$113K -194 -13%
WFC
371
Western Financial Corp
California
$769K +$23.8K +41 +3%
CWM
372
CIBC World Markets
New York
$769K +$769K +1,324 New
CAN
373
Cetera Advisor Networks
California
$765K -$80.7K -139 -10%
BA
374
Bridgewater Associates
Connecticut
$765K +$76.1K +131 +11%
RIA
375
Regal Investment Advisors
Michigan
$757K -$2.9K -5 -0.4%
13 14
15
16 17