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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBL
401
Beck Bode LLC
Massachusetts
$726K -$244K -459 -25%
CAPTRUST Financial Advisors
402
CAPTRUST Financial Advisors
North Carolina
$725K +$413K +777 +133%
MGP
403
Metis Global Partners
California
$720K +$45.7K +86 +7%
PAG
404
Private Advisor Group
New Jersey
$706K -$12.8K -24 -2%
SLG
405
Stanley-Laman Group
Pennsylvania
$701K -$420K -791 -38%
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$698K -$125K -235 -15%
JWS
407
Juncture Wealth Strategies
Arizona
$696K -$331K -622 -32%
SAM
408
Shell Asset Management
Netherlands
$689K +$689K +1,296 New
RIA
409
Regal Investment Advisors
Michigan
$683K -$532 -1 -0.1%
MWM
410
Moran Wealth Management
Florida
$683K +$282K +531 +70%
IWC
411
Integrated Wealth Concepts
Massachusetts
$677K -$373K -702 -36%
SGI
412
Summit Global Investments
Utah
$669K +$46.8K +88 +8%
Susquehanna International Group
413
Susquehanna International Group
Pennsylvania
$666K -$25.8M -48,545 -97%
Group One Trading
414
Group One Trading
Illinois
$655K +$552K +1,038 +532%
VFA
415
Values First Advisors
Tennessee
$650K +$6.38K +12 +1%
FGA
416
Fortis Group Advisors
New Jersey
$640K +$26K +49 +4%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$635K +$5.85K +11 +0.9%
PCA
418
Pallas Capital Advisors
Massachusetts
$624K +$624K +1,125 New
LA
419
Legacy Advisors
Pennsylvania
$609K -$52.6K -99 -8%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$596K -$206K -387 -26%
SWM
421
Spire Wealth Management
Virginia
$588K -$314K -591 -35%
Lido Advisors
422
Lido Advisors
California
$588K -$2.38M -4,484 -80%
IA
423
IFP Advisors
Florida
$587K -$52.6K -99 -8%
DTL
424
Dynamic Technology Lab
Singapore
$586K -$1.09M -2,059 -65%
UM
425
UniSuper Management
Australia
$585K – – –
15 16
17
18 19