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HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
376
Legacy Advisors
Pennsylvania
$845K -$21.3K -34 -2%
FHB
377
First Hawaiian Bank
Hawaii
$843K -$21.9K -35 -3%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$838K -$384K -612 -31%
GCP
379
GSA Capital Partners
United Kingdom
$835K +$835K +1,332 New
EF
380
Empowered Funds
Pennsylvania
$823K -$1.79M -2,852 -68%
AAM
381
Advisors Asset Management
Colorado
$818K +$226K +361 +38%
VA
382
Vident Advisory
Georgia
$816K +$125K +199 +18%
PAG
383
Private Advisor Group
New Jersey
$812K +$43.2K +69 +6%
RIA
384
Regal Investment Advisors
Michigan
$811K -$5.64K -9 -0.7%
VFA
385
Values First Advisors
Tennessee
$808K -$86.5K -138 -10%
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$795K +$189K +302 +31%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$779K +$345K +550 +79%
SAM
388
Shell Asset Management
Netherlands
$770K +$1.77K +3 +0.2%
Teacher Retirement System of Texas
389
Teacher Retirement System of Texas
Texas
$762K -$596K -951 -44%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$758K +$20.7K +33 +3%
AIMCA
391
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$752K -$767K -1,224 -50%
KCM
392
Kornitzer Capital Management
Kansas
$752K +$376K +600 +100%
MGP
393
Metis Global Partners
California
$748K -$6.89K -11 -0.9%
GA
394
Gateway Advisory
New Jersey
$739K +$52.6K +84 +8%
CIC
395
Chilton Investment Company
Connecticut
$739K +$739K +1,179 New
S
396
SignatureFD
Georgia
$737K +$207K +331 +39%
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$733K +$147K +234 +25%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$723K +$723K +1,154 New
Jacobs Levy Equity Management
399
Jacobs Levy Equity Management
New Jersey
$698K +$18.8K +30 +3%
Lazard Asset Management
400
Lazard Asset Management
New York
$693K -$6.4M -10,229 -90%