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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 %
AA
376
Altman Advisors
Illinois
$487K +$29.8K +185 +7%
TMAM
377
Tokio Marine Asset Management
Japan
$486K +$36K +84 +8%
AWS
378
Atria Wealth Solutions
New York
$482K +$482K +1,124 New
AWS
379
AJ Wealth Strategies
New York
$480K – – –
RFC
380
Regions Financial Corp
Alabama
$478K +$42.9K +100 +10%
Nomura Holdings
381
Nomura Holdings
Japan
$469K -$1.04M -2,431 -69%
KA
382
Kovack Advisors
Florida
$464K -$12.9K -30 -3%
DT
383
Diversified Trust
Tennessee
$464K +$106K +247 +30%
VI
384
Vestcor Inc
New Brunswick, Canada
$463K – – –
OR
385
Olympiad Research
Connecticut
$460K +$460K +1,074 New
GCM
386
Greenland Capital Management
New York
$454K +$454K +1,059 New
RIA
387
Regal Investment Advisors
Michigan
$445K +$445K +1,039 New
FTDI
388
First Trust Direct Indexing
Massachusetts
$442K +$26.6K +62 +6%
BCB
389
Brian C. Broderick
$429K – – –
AFG
390
Albion Financial Group
Utah
$429K – – –
KJHP
391
K.J. Harrison & Partners
Ontario, Canada
$429K – – –
ACM
392
Argent Capital Management
Missouri
$429K – – –
Mercer Global Advisors
393
Mercer Global Advisors
Colorado
$423K +$46.7K +109 +12%
ETC
394
Exchange Traded Concepts
Oklahoma
$407K -$94.3K -220 -19%
LOAMU
395
Lombard Odier Asset Management (USA)
New York
$400K -$224K -523 -36%
DWM
396
Dakota Wealth Management
Florida
$395K +$395K +921 New
BA
397
Bridgewater Associates
Connecticut
$391K +$391K +913 New
FRM
398
Fox Run Management
Connecticut
$391K +$391K +912 New
BAMF
399
BI Asset Management Fondsmaeglerselskab
Denmark
$377K -$10.3K -24 -3%
RFN
400
Redwood Financial Network
Ohio
$376K +$3.86K +9 +1%
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16
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