HUBS icon

HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
401
Tokio Marine Asset Management
Japan
$615K +$11.7K +22 +2%
KWM
402
Kingsview Wealth Management
Oregon
$608K +$267K +502 +78%
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$607K +$81.9K +154 +16%
NL
404
NVWM LLC
Pennsylvania
$607K +$607K +1,140 New
AWS
405
AJ Wealth Strategies
New York
$602K +$5.85K +11 +1%
MGP
406
Metis Global Partners
California
$601K -$106K -200 -15%
DGAM
407
Desjardins Global Asset Management
Quebec, Canada
$595K +$206K +388 +53%
YIH
408
Y-Intercept (HK)
Hong Kong
$594K +$594K +1,117 New
VCM
409
Vetamer Capital Management
California
$588K +$588K +1,106 New
OAM
410
Ostrum Asset Management
France
$585K +$257K +483 +78%
VFA
411
Valeo Financial Advisors
Indiana
$583K -$211K -397 -27%
RFC
412
Regions Financial Corp
Alabama
$582K -$11.2K -21 -2%
RI
413
Redwood Investments
Massachusetts
$581K -$30.3K -57 -5%
BA
414
Bridgewater Associates
Connecticut
$573K +$87.3K +164 +18%
VI
415
Vestcor Inc
New Brunswick, Canada
$571K -$4.26K -8 -0.7%
DT
416
Diversified Trust
Tennessee
$561K -$14.9K -28 -3%
DIA
417
Dana Investment Advisors
Wisconsin
$560K -$492K -924 -47%
FTDI
418
First Trust Direct Indexing
Massachusetts
$543K -$4.79K -9 -0.9%
M1FG
419
Mach-1 Financial Group
Arkansas
$540K +$540K +1,014 New
MFAM
420
Motley Fool Asset Management
Virginia
$539K +$539K +1,013 New
BCB
421
Brian C. Broderick
$532K – – –
ACM
422
Argent Capital Management
Missouri
$532K – – –
TRCT
423
Tower Research Capital (TRC)
New York
$527K +$404K +760 +330%
LOAMU
424
Lombard Odier Asset Management (USA)
New York
$521K +$23.9K +45 +5%
Empower Advisory Group
425
Empower Advisory Group
Colorado
$512K +$512K +963 New
15 16
17
18 19