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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$533M
2
BlackRock
BlackRock
New York
+$248M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$147M
4
Two Sigma Investments
Two Sigma Investments
New York
+$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$81.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$199M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$167M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$153M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$142M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
401
Steward Partners Investment Advisory
New York
$542K -$36.2K -55 -6%
SS
402
Simplicity Solutions
Minnesota
$528K +$297K +451 +128%
PAM
403
Paradigm Asset Management
New York
$527K -$132K -200 -20%
WAM
404
Wolverine Asset Management
Illinois
$527K -$3.59M -5,448 -87%
PP
405
PDT Partners
New York
$527K -$527K -800 -50%
HFM
406
Harvest Fund Management
China
$526K +$132K +198 +33%
PFWA
407
Paces Ferry Wealth Advisors
Georgia
$525K -$27.7K -42 -5%
BAM
408
Berkshire Asset Management
Pennsylvania
$523K -$64.6K -98 -11%
Cetera Investment Advisers
409
Cetera Investment Advisers
Illinois
$519K -$28.4K -43 -5%
EVM
410
Eaton Vance Management
Massachusetts
$516K -$659 -1 -0.1%
WF
411
Welch & Forbes
Massachusetts
$515K -$32.3K -49 -6%
KCM
412
Kornitzer Capital Management
Kansas
$511K -$363K -550 -42%
GA
413
Gateway Advisory
New Jersey
$498K +$1.32K +2 +0.3%
Mercer Global Advisors
414
Mercer Global Advisors
Colorado
$498K +$206K +312 +70%
HMS
415
Hanseatic Management Services
New Mexico
$495K +$6.59K +10 +1%
PDN
416
Pensionfund DSM Netherlands
Netherlands
$494K – – –
IA
417
IndexIQ Advisors
New York
$492K -$13.2K -20 -3%
IRF
418
IBM Retirement Fund
New York
$489K -$345K -524 -41%
SF
419
Symphony Financial
Texas
$485K -$10.3K -17 -2%
DGAM
420
Desjardins Global Asset Management
Quebec, Canada
$484K +$484K +735 New
TFCP
421
Twin Focus Capital Partners
Massachusetts
$479K +$2.64K +4 +0.6%
OQS
422
Occudo Quantitative Strategies
Florida
$479K +$18.4K +28 +4%
NFG
423
Next Financial Group
Texas
$477K -$26.4K -40 -5%
LFAS
424
Level Four Advisory Services
Texas
$473K -$9.88K -15 -2%
BPA
425
Beacon Pointe Advisors
California
$463K +$32.3K +49 +7%
15 16
17
18 19