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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
376
Qtron Investments
Massachusetts
$856K +$285K +537 +50%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$855K +$184K +349 +27%
FHB
378
First Hawaiian Bank
Hawaii
$851K +$303K +570 +55%
GPA
379
Guerra Pan Advisors
New Jersey
$842K – – –
BC
380
Burney Company
Virginia
$839K -$4.49M -8,437 -84%
SPIA
381
Steward Partners Investment Advisory
New York
$830K +$277K +521 +50%
BPA
382
Beacon Pointe Advisors
California
$829K -$91.5K -172 -10%
TMAM
383
Tokio Marine Asset Management
Japan
$821K – – –
GPGA
384
Grandeur Peak Global Advisors
Utah
$818K -$1.79M -3,373 -69%
AWS
385
Atria Wealth Solutions
New York
$808K -$20.2K -38 -2%
RI
386
Ridgewood Investments
New Jersey
$793K -$15.9K -30 -2%
PWS
387
Peterson Wealth Services
Utah
$790K +$123K +232 +18%
VA
388
Vident Advisory
Georgia
$790K +$12.2K +23 +2%
ZIM
389
Zacks Investment Management
Illinois
$781K +$27.1K +51 +4%
PL
390
Perpetual Ltd
Australia
$773K +$343K +645 +80%
KAS
391
Kestra Advisory Services
Texas
$768K -$111K -208 -13%
NW
392
NewEdge Wealth
Pennsylvania
$766K +$215K +404 +39%
KIA
393
Kraematon Investment Advisors
Massachusetts
$765K +$84K +158 +12%
SPA
394
Sherbrooke Park Advisers
New York
$759K -$138K -259 -15%
PAS
395
Park Avenue Securities
New York
$757K -$146K -274 -16%
DCM
396
DGS Capital Management
New Jersey
$756K -$4.25K -8 -0.6%
AAM
397
Advisors Asset Management
Colorado
$751K -$40.9K -77 -5%
GA
398
GraniteShares Advisors
New York
$750K +$78.1K +147 +12%
DIM
399
DC Investments Management
Virginia
$744K – – –
OBAM
400
ODDO BHF Asset Management
France
$740K +$740K +1,392 New
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16
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