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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Shell Asset Management
Netherlands
$756K -$333K -574 -31%
William Blair & Company
377
William Blair & Company
Illinois
$741K -$95.2K -164 -11%
IWC
378
Integrated Wealth Concepts
Massachusetts
$716K +$4.06K +7 +0.6%
PAG
379
Private Advisor Group
New Jersey
$712K +$175K +302 +33%
PCM
380
Prelude Capital Management
New York
$709K -$420K -724 -37%
MGP
381
Metis Global Partners
California
$700K -$36.6K -63 -5%
FA
382
FDx Advisors
Illinois
$697K -$78.4K -135 -10%
PP
383
PDT Partners
New York
$697K – – –
NL
384
NVWM LLC
Pennsylvania
$688K -$15.1K -26 -2%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$687K -$11K -19 -2%
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$683K +$2.32K +4 +0.3%
GA
387
GraniteShares Advisors
New York
$669K -$56.9K -98 -8%
IMCOOI
388
Investment Management Corp of Ontario (IMCO)
Canada
$656K +$656K +1,130 New
N
389
Numerai
California
$650K -$5.01M -8,627 -89%
Verition Fund Management
390
Verition Fund Management
Connecticut
$642K -$412K -710 -39%
VA
391
Vident Advisory
Georgia
$641K +$232K +399 +57%
QC
392
Quadrature Capital
United Kingdom
$640K -$20.8M -35,814 -97%
GA
393
Gateway Advisory
New Jersey
$636K +$636K +1,095 New
RI
394
Redwood Investments
Massachusetts
$633K – – –
Jacobs Levy Equity Management
395
Jacobs Levy Equity Management
New Jersey
$629K +$629K +1,084 New
GCM
396
Graham Capital Management
Connecticut
$625K +$625K +1,076 New
AC
397
Armistice Capital
New York
$621K +$621K +1,070 New
VI
398
Vestcor Inc
New Brunswick, Canada
$617K -$6.39K -11 -1%
DIA
399
Dana Investment Advisors
Wisconsin
$612K -$3.48K -6 -0.6%
SPIA
400
Steward Partners Investment Advisory
New York
$604K -$11K -19 -2%
14 15
16
17 18