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HubSpot
HUBS

Overview Fund Activity

504 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+28
Holders Change %
+5.88%
% of All Funds
8.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
162
Reduced
185
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$718M
4
BlackRock
BlackRock
New York
$1.34B
5
Ameriprise
Ameriprise
Minnesota
$152M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$55.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
3
WA
Wasatch Advisors
Utah
$260M
4
ClearBridge Investments
ClearBridge Investments
New York
$199M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
376
Cerity Partners
New York
$268K +$268K +589 New
KAS
377
Kestra Advisory Services
Texas
$264K -$15K -33 -5%
BNP Paribas Asset Management
378
BNP Paribas Asset Management
France
$263K -$75.9K -167 -22%
ACA
379
Affinity Capital Advisors
California
$263K -$70.7K -156 -21%
SWM
380
Spire Wealth Management
Virginia
$263K +$263K +580 New
SOADOR
381
State of Alaska Department of Revenue
Alaska
$255K -$30.4K -67 -11%
Macquarie Group
382
Macquarie Group
Australia
$253K -$68.5K -151 -21%
BCI
383
Brinker Capital Investments
Pennsylvania
$248K -$7.32M -16,124 -97%
OFS
384
OneAscent Financial Services
Alabama
$248K +$6.8K +15 +3%
MYLI
385
Meiji Yasuda Life Insurance
Japan
$245K +$245K +540 New
WAG
386
Winthrop Advisory Group
Massachusetts
$241K -$9.09K -20 -4%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$241K +$9.99K +22 +4%
MYAM
388
Meiji Yasuda Asset Management
Japan
$240K +$240K +528 New
CCM
389
Coldstream Capital Management
Washington
$236K -$55.3K -122 -19%
SPP
390
Single Point Partners
Massachusetts
$236K +$236K +486 New
BFA
391
Benedict Financial Advisors
Georgia
$234K – – –
SAM
392
Silvercrest Asset Management
New York
$234K +$234K +515 New
CMI
393
Clare Market Investments
Texas
$229K -$45.4K -100 -17%
ER
394
Enlightenment Research
Florida
$227K +$227K +500 New
SC
395
Shay Capital
New York
$227K +$227K +500 New
FRM
396
Fox Run Management
Connecticut
$224K +$224K +493 New
WJWM
397
Williams Jones Wealth Management
New York
$220K -$51.7K -114 -19%
FHC
398
First Heartland Consultants
Missouri
$214K +$214K +472 New
EMFAT
399
Emerald Mutual Fund Advisers Trust
Pennsylvania
$208K +$208K +457 New
FAIM
400
Financial Advocates Investment Management
Washington
$207K +$207K +456 New
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16
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