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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGA
401
Battery Global Advisors
Massachusetts
$604K +$604K +1,041 New
AAS
402
Ameritas Advisory Services
Nebraska
$604K +$604K +981 New
TSS
403
Two Sigma Securities
New York
$602K +$602K +1,037 New
XT
404
XTX Topco
Cayman Islands
$597K +$597K +1,029 New
IA
405
IFP Advisors
Florida
$593K -$4.06K -7 -0.7%
SWM
406
Spire Wealth Management
Virginia
$585K +$1.16K +2 +0.2%
LA
407
LBP AM
France
$564K -$211K -363 -27%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$561K -$110K -190 -16%
CB
409
Commerce Bank
Missouri
$553K -$3.65M -6,283 -87%
AAM
410
Advisors Asset Management
Colorado
$549K +$250K +430 +83%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$543K -$112K -193 -17%
MFAM
412
Motley Fool Asset Management
Virginia
$542K -$51.7K -89 -9%
Lido Advisors
413
Lido Advisors
California
$541K -$8.71K -15 -2%
NYLIM
414
New York Life Investment Management
New York
$535K +$109K +188 +26%
CCS
415
Concentric Capital Strategies
Connecticut
$532K +$532K +917 New
SAM
416
Sycomore Asset Management
France
$532K +$409K +698 +332%
KWM
417
Kingsview Wealth Management
Oregon
$514K -$147K -253 -22%
BCM
418
BluePath Capital Management
Georgia
$509K +$9.12K +16 +2%
HMS
419
Hanseatic Management Services
New Mexico
$507K -$26.1K -45 -5%
MOS
420
MGO One Seven
Ohio
$502K -$41.2K -71 -8%
RFN
421
Redwood Financial Network
Ohio
$500K – – –
TRCT
422
Tower Research Capital (TRC)
New York
$495K -$535K -922 -52%
S
423
SignatureFD
Georgia
$491K +$581 +1 +0.1%
AT
424
American Trust
Kentucky
$480K +$183K +316 +62%
VFA
425
Valeo Financial Advisors
Indiana
$478K -$95.2K -164 -17%
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17
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