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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
401
SG Americas Securities
New York
$375K -$28.7K -67 -7%
IC
402
IEQ Capital
California
$371K +$371K +866 New
SPIA
403
Steward Partners Investment Advisory
New York
$370K -$109K -254 -23%
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$370K – – –
CHP
405
Cable Hill Partners
Oregon
$368K +$3.43K +8 +0.9%
EF
406
Empowered Funds
Pennsylvania
$366K +$56.6K +132 +18%
KCM
407
Kornitzer Capital Management
Kansas
$364K – – –
NYLIM
408
New York Life Investment Management
New York
$362K -$7.29K -17 -2%
FA
409
FDx Advisors
Illinois
$352K – – –
IWP
410
Icon Wealth Partners
Texas
$351K +$351K +819 New
Lido Advisors
411
Lido Advisors
California
$350K -$135K -315 -28%
FCM
412
Fourpath Capital Management
Oklahoma
$349K +$12K +28 +4%
PFWA
413
Paces Ferry Wealth Advisors
Georgia
$348K +$858 +2 +0.2%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$343K -$662K -1,543 -66%
WF
415
Welch & Forbes
Massachusetts
$335K -$35.2K -82 -10%
WWP
416
Waypoint Wealth Partners
California
$332K – – –
S
417
SignatureFD
Georgia
$328K +$21.9K +51 +7%
GCP
418
GSA Capital Partners
United Kingdom
$327K -$815K -1,899 -71%
SS
419
Simplicity Solutions
Minnesota
$326K +$326K +761 New
BFG
420
Bleakley Financial Group
New Jersey
$326K +$326K +761 New
TFCP
421
Twin Focus Capital Partners
Massachusetts
$326K – – –
API
422
Advisor Partners II
California
$322K +$322K +750 New
EDRH
423
Edmond de Rothschild Holding
Switzerland
$321K +$24.9K +58 +8%
TSS
424
Two Sigma Securities
New York
$320K +$320K +746 New
DGAM
425
Desjardins Global Asset Management
Quebec, Canada
$313K -$75.8K -177 -19%
15 16
17
18 19