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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
401
Harber Asset Management
North Carolina
$1.15M +$1.15M +1,950 New
JWS
402
Juncture Wealth Strategies
Arizona
$1.14M +$10.6K +18 +0.9%
CIC
403
Chilton Investment Company
Connecticut
$1.13M +$436K +740 +63%
AT
404
Arden Trust
Delaware
$1.11M -$3.54K -6 -0.3%
KA
405
Kovack Advisors
Florida
$1.08M +$244K +413 +29%
SI
406
Stephens Inc
Arkansas
$1.08M -$74.3K -126 -6%
FTDI
407
First Trust Direct Indexing
Massachusetts
$1.08M +$166K +282 +18%
BBL
408
Beck Bode LLC
Massachusetts
$1.08M -$728K -1,234 -40%
GC
409
Gilbert & Cook
Iowa
$1.06M -$111K -189 -9%
CIBC Asset Management
410
CIBC Asset Management
Ontario, Canada
$1.06M +$96.1K +163 +10%
BIP
411
Bouvel Investment Partners
Pennsylvania
$1.06M +$1.18K +2 +0.1%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$1.03M +$342K +580 +50%
WFC
413
Western Financial Corp
California
$1.03M +$89.1K +151 +9%
BPA
414
Beacon Pointe Advisors
California
$1.02M -$19.5K -33 -2%
HCMT
415
Highland Capital Management (Tennessee)
Tennessee
$1.02M -$202K -343 -17%
MOS
416
MGO One Seven
Ohio
$1.01M +$508K +861 +102%
PAS
417
Park Avenue Securities
New York
$1M +$88.5K +150 +10%
SWM
418
Spire Wealth Management
Virginia
$1M +$357K +605 +55%
IAA
419
Independent Advisor Alliance
North Carolina
$994K -$21.8K -37 -2%
SPA
420
Sherbrooke Park Advisers
New York
$994K +$994K +1,686 New
GCP
421
GSA Capital Partners
United Kingdom
$992K +$206K +350 +26%
ML
422
McAdam LLC
Pennsylvania
$986K +$95.5K +162 +11%
KAS
423
Kestra Advisory Services
Texas
$975K +$492K +835 +102%
DZ Bank
424
DZ Bank
Germany
$970K +$970K +1,644 New
LA
425
LBP AM
France
$941K +$941K +1,596 New
15 16
17
18 19