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HubSpot
HUBS

Overview Fund Activity

564 hedge funds and large institutions have $11.9B invested in HubSpot in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 181 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-17
Holders Change %
-2.93%
% of All Funds
9.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
70
Increased
222
Reduced
181
Closed
80
Calls
$202M
Puts
$255M
Net Calls
-$53.2M
Net Calls Change
-$1.58M

Top Buyers

1
ACA
Abdiel Capital Advisors
New York
$220M
2
Tiger Global Management
Tiger Global Management
New York
$161M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$698M
4
AM
Atreides Management
Massachusetts
$61.2M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$59.7M

Top Sellers

1
BlackRock
BlackRock
New York
$834M
2
SM
SCGE Management
California
$157M
3
Citadel Advisors
Citadel Advisors
Florida
$40.7M
4
Jennison Associates
Jennison Associates
New York
$171M
5
Capital World Investors
Capital World Investors
California
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCA
401
Zeke Capital Advisors
Pennsylvania
$233K – – –
WF
402
Welch & Forbes
Massachusetts
$233K +$22.1K +82 +10%
AWS
403
Atria Wealth Solutions
New York
$233K +$233K +861 New
RFN
404
Redwood Financial Network
Ohio
$232K +$7.84K +29 +3%
KCM
405
Kornitzer Capital Management
Kansas
$230K – – –
CHP
406
Cable Hill Partners
Oregon
$230K – – –
FTDI
407
First Trust Direct Indexing
Massachusetts
$227K -$13.7K -51 -6%
DGAM
408
Desjardins Global Asset Management
Quebec, Canada
$226K – – –
NYLIM
409
New York Life Investment Management
New York
$226K +$4.06K +15 +2%
SPIA
410
Steward Partners Investment Advisory
New York
$226K +$39.4K +146 +21%
DF
411
Donoghue Forlines
Massachusetts
$225K -$328K -1,214 -59%
APA
412
American Portfolios Advisors
New York
$221K -$270 -1 -0.1%
PFWA
413
Paces Ferry Wealth Advisors
Georgia
$220K +$1.89K +7 +0.9%
IWA
414
Icon Wealth Advisors
Texas
$219K +$219K +809 New
DT
415
Diversified Trust
Tennessee
$217K +$217K +802 New
FCM
416
Fourpath Capital Management
Oklahoma
$212K -$18.4K -68 -8%
RFC
417
Regions Financial Corp
Alabama
$212K +$22.1K +82 +12%
WWP
418
Waypoint Wealth Partners
California
$209K – – –
Simplex Trading
419
Simplex Trading
Illinois
$205K -$342K -1,271 -63%
TFCP
420
Twin Focus Capital Partners
Massachusetts
$205K -$270 -1 -0.1%
RJT
421
Raymond James Trust
Florida
$205K +$205K +759 New
AAM
422
Advisors Asset Management
Colorado
$194K -$18.7K -69 -9%
AIG
423
American International Group
New York
$193K +$541 +2 +0.3%
NIMI
424
Natixis Investment Managers International
France
$174K – – –
BWP
425
Baldwin Wealth Partners
Massachusetts
$165K – – –
15 16
17
18 19