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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
376
Armstrong Advisory Group
Massachusetts
$735K +$9.85K +20 +1%
AWM
377
Avitas Wealth Management
California
$728K +$728K +1,479 New
TCM
378
Twin Capital Management
Pennsylvania
$727K -$31.5K -64 -4%
CAN
379
Cetera Advisor Networks
California
$717K -$83.7K -170 -10%
William Blair & Company
380
William Blair & Company
Illinois
$709K +$7.39K +15 +1%
DCM
381
DGS Capital Management
New Jersey
$705K -$985 -2 -0.1%
DFCM
382
Dark Forest Capital Management
Puerto Rico
$696K +$696K +1,414 New
PAS
383
Park Avenue Securities
New York
$696K +$696K +1,413 New
VFA
384
Values First Advisors
Tennessee
$695K -$119K -242 -15%
KA
385
Kovack Advisors
Florida
$690K -$7.39K -15 -1%
DIM
386
DC Investments Management
Virginia
$690K – – –
LA
387
Legacy Advisors
Pennsylvania
$679K – – –
PFO
388
Pathstone Family Office
New Jersey
$677K +$677K +1,334 New
GW
389
GW & Wade
Massachusetts
$658K -$493 -1 -0.1%
FA
390
FDx Advisors
Illinois
$657K -$107K -217 -14%
LA
391
LBP AM
France
$657K – – –
RIA
392
Regal Investment Advisors
Michigan
$645K -$126K -256 -16%
US Bancorp
393
US Bancorp
Minnesota
$639K -$154K -312 -19%
WFC
394
Western Financial Corp
California
$632K +$632K +1,283 New
TMAM
395
Tokio Marine Asset Management
Japan
$631K +$62.5K +127 +11%
MGP
396
Metis Global Partners
California
$624K +$68K +138 +12%
OAM
397
Ostrum Asset Management
France
$619K +$77.8K +158 +14%
GA
398
GraniteShares Advisors
New York
$616K +$616K +1,251 New
HVCM
399
Hel Ved Capital Management
Hong Kong
$608K +$608K +1,235 New
ADIM
400
Alpha DNA Investment Management
Maryland
$608K -$87.2K -177 -13%
14 15
16
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