HUBS icon

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 %
AAG
376
Armstrong Advisory Group
Massachusetts
$783K – – –
GPA
377
Guerra Pan Advisors
New Jersey
$780K +$125K +235 +19%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$773K -$219K -411 -22%
DCM
379
DGS Capital Management
New Jersey
$762K +$11.7K +22 +2%
William Blair & Company
380
William Blair & Company
Illinois
$758K +$49K +92 +7%
KA
381
Kovack Advisors
Florida
$753K +$177K +333 +31%
ADIM
382
Alpha DNA Investment Management
Maryland
$751K -$1.14M -2,135 -60%
DIM
383
DC Investments Management
Virginia
$745K – – –
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$739K -$74.5K -140 -9%
LA
385
Legacy Advisors
Pennsylvania
$734K – – –
JWS
386
Juncture Wealth Strategies
Arizona
$724K +$427K +802 +143%
JCM
387
JAT Capital Management
Connecticut
$720K -$8.11M -15,248 -92%
GW
388
GW & Wade
Massachusetts
$711K +$5.85K +11 +0.8%
LA
389
LBP AM
France
$710K -$647K -1,216 -48%
IWC
390
Integrated Wealth Concepts
Massachusetts
$707K +$707K +1,329 New
DWM
391
Dakota Wealth Management
Florida
$707K +$217K +407 +44%
PCM
392
Prelude Capital Management
New York
$704K +$5.85K +11 +0.8%
HFM
393
Harvest Fund Management
China
$674K +$354K +666 +111%
KAS
394
Kestra Advisory Services
Texas
$671K +$345K +649 +106%
PL
395
Perpetual Ltd
Australia
$669K -$52.7K -99 -7%
PCM
396
Penserra Capital Management
California
$643K +$11.2K +21 +2%
IC
397
IEQ Capital
California
$636K +$176K +330 +38%
V
398
Veritable
Delaware
$632K +$3.19K +6 +0.5%
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
$624K +$3.19K +6 +0.5%
CB
400
Commerce Bank
Missouri
$621K -$36.2K -68 -6%
14 15
16
17 18