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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
401
Gilbert & Cook
Iowa
$605K +$408K +828 +207%
IWC
402
Integrated Wealth Concepts
Massachusetts
$604K -$50.2K -102 -8%
CCM
403
Cinctive Capital Management
New York
$600K -$3.68M -7,469 -86%
NL
404
NVWM LLC
Pennsylvania
$596K +$35K +71 +6%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$592K +$592K +1,203 New
PP
406
PDT Partners
New York
$591K -$1.18M -2,400 -67%
GS
407
GTS Securities
New York
$585K -$297K -603 -34%
BA
408
Bridgewater Associates
Connecticut
$584K +$53.7K +109 +10%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$578K – – –
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$570K +$7.88K +16 +1%
M1FG
411
Mach-1 Financial Group
Arkansas
$562K +$62.5K +127 +13%
FRM
412
Fox Run Management
Connecticut
$561K +$561K +1,140 New
KWM
413
Kingsview Wealth Management
Oregon
$561K -$1.48K -3 -0.3%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$556K +$305K +620 +122%
Wolverine Trading
415
Wolverine Trading
Illinois
$553K +$553K +1,122 New
TSW
416
Thompson Siegel & Walmsley
Virginia
$542K -$197K -400 -27%
BRWA
417
B. Riley Wealth Advisors
Florida
$538K -$413K -838 -43%
RI
418
Redwood Investments
Massachusetts
$537K – – –
JF
419
Jump Financial
Illinois
$535K -$2.55M -5,168 -83%
VI
420
Vestcor Inc
New Brunswick, Canada
$528K – – –
DIA
421
Dana Investment Advisors
Wisconsin
$523K +$4.43K +9 +0.9%
SPIA
422
Steward Partners Investment Advisory
New York
$522K +$92.6K +188 +22%
IA
423
IFP Advisors
Florida
$506K +$48.7K +99 +11%
MFAM
424
Motley Fool Asset Management
Virginia
$503K +$4.43K +9 +0.9%
SWM
425
Spire Wealth Management
Virginia
$495K -$3.41M -6,929 -87%
15 16
17
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