HUBS icon

HubSpot
HUBS

Overview Fund Activity

476 hedge funds and large institutions have $16.4B invested in HubSpot in 2020 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+118
Holders Change %
+32.96%
% of All Funds
8.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
149
Increased
151
Reduced
128
Closed
27
Calls
$296M
Puts
$250M
Net Calls
+$46.8M
Net Calls Change
+$48.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$790M
2
BlackRock
BlackRock
New York
$1.03B
3
State Street
State Street
Massachusetts
$323M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$491M
5
Invesco
Invesco
Georgia
$277M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
3
First Trust Advisors
First Trust Advisors
Illinois
$190M
4
Capital International Investors
Capital International Investors
California
$372M
5
NPCM
North Peak Capital Management
New York
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
376
Wolff Wiese Magana
California
$155K +$155K +391 New
VFA
377
Valeo Financial Advisors
Indiana
$148K +$69.3K +175 +88%
APA
378
American Portfolios Advisors
New York
$146K +$78.5K +198 +116%
AIM
379
Arcadia Investment Management
Michigan
$145K – – –
EI
380
Ellevest Inc
New York
$145K +$61.2K +155 +73%
HFM
381
Harvest Fund Management
China
$137K +$22.5K +57 +20%
HIA
382
Harbor Investment Advisory
Maryland
$136K +$96.4K +243 +243%
DWP
383
Destiny Wealth Partners
Florida
$125K +$125K +316 New
SPIA
384
Steward Partners Investment Advisory
New York
$114K +$94.1K +237 +474%
RE
385
RBC Europe
United Kingdom
$109K +$37.7K +95 +53%
PA
386
Parallel Advisors
California
$106K -$263K -663 -71%
FHA
387
First Horizon Advisors
Tennessee
$105K -$20.8K -53 -17%
HWA
388
HHM Wealth Advisors
Tennessee
$104K +$104K +263 New
CA
389
Clearstead Advisors
Ohio
$98K – – –
CFB
390
Cullen/Frost Bankers
Texas
$95K -$792 -2 -0.8%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$86K – – –
HPC
392
HM Payson & Co
Maine
$80K -$18.1K -46 -18%
CFG
393
CKW Financial Group
Hawaii
$80K – – –
FF
394
FourThought Financial
Florida
$78K +$78K +199 New
SIC
395
Salem Investment Counselors
North Carolina
$75K – – –
BBHC
396
Brown Brothers Harriman & Co
New York
$74K – – –
Baillie Gifford & Co
397
Baillie Gifford & Co
United Kingdom
$61K +$61K +155 New
AWA
398
Arkadios Wealth Advisors
Georgia
$59K -$19.7K -50 -25%
TRCT
399
Tower Research Capital (TRC)
New York
$57K -$240K -602 -81%
ATC
400
Adirondack Trust Company
New York
$56K +$5.6K +15 +11%
14 15
16
17 18