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HubSpot
HUBS

Overview Fund Activity

504 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+28
Holders Change %
+5.88%
% of All Funds
8.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
162
Reduced
185
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$217M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$217M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$156M
4
BlackRock
BlackRock
New York
+$153M
5
Ameriprise
Ameriprise
Minnesota
+$120M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$371M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$155M
3
WA
Wasatch Advisors
Utah
-$145M
4
ClearBridge Investments
ClearBridge Investments
New York
-$81.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
401
Stratos Wealth Partners
Ohio
$206K -$67.8K -149 -25%
KP
402
Keel Point
Alabama
$202K +$202K +444 New
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K -$120K -263 -38%
VFA
404
Valeo Financial Advisors
Indiana
$186K +$15.9K +35 +9%
SPIA
405
Steward Partners Investment Advisory
New York
$181K +$50.9K +112 +39%
WWM
406
Wolff Wiese Magana
California
$181K +$3.63K +8 +2%
APA
407
American Portfolios Advisors
New York
$169K +$1.82K +4 +1%
AIM
408
Arcadia Investment Management
Michigan
$166K – – –
HFM
409
Harvest Fund Management
China
$164K +$13.1K +30 +9%
GWSG
410
GPS Wealth Strategies Group
Colorado
$163K +$163K +361 New
HIA
411
Harbor Investment Advisory
Maryland
$156K – – –
DWP
412
Destiny Wealth Partners
Florida
$144K – – –
PA
413
Parallel Advisors
California
$132K +$10.5K +23 +9%
HWA
414
HHM Wealth Advisors
Tennessee
$119K – – –
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$114K +$100K +221 +737%
CA
416
Clearstead Advisors
Ohio
$113K – – –
CFB
417
Cullen/Frost Bankers
Texas
$109K – – –
Rockefeller Capital Management
418
Rockefeller Capital Management
New York
$105K +$53.2K +118 +103%
FHA
419
First Horizon Advisors
Tennessee
$104K -$15.6K -35 -13%
GAAM
420
Guinness Atkinson Asset Management
California
$100K +$90K +198 +900%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$96K +$96K +211 New
HPC
422
HM Payson & Co
Maine
$92K – – –
CFG
423
CKW Financial Group
Hawaii
$92K – – –
S
424
SignatureFD
Georgia
$89K +$26.9K +59 +43%
FC
425
FORA Capital
Florida
$88K -$932K -2,055 -91%
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