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HubSpot
HUBS

Overview Fund Activity

476 hedge funds and large institutions have $16.4B invested in HubSpot in 2020 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 151 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+118
Holders Change %
+32.96%
% of All Funds
8.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
149
Increased
151
Reduced
128
Closed
27
Calls
$296M
Puts
$250M
Net Calls
+$46.8M
Net Calls Change
+$48.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$790M
2
BlackRock
BlackRock
New York
$1.03B
3
State Street
State Street
Massachusetts
$323M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$491M
5
Invesco
Invesco
Georgia
$277M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.2B
3
First Trust Advisors
First Trust Advisors
Illinois
$190M
4
Capital International Investors
Capital International Investors
California
$372M
5
NPCM
North Peak Capital Management
New York
$60.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
426
Sandy Spring Bank
Maryland
$20K – – –
FCH
427
Freestone Capital Holdings
Washington
$19.8K -$7.93K -20 -29%
WEC
428
Winslow Evans & Crocker
Massachusetts
$18K – – –
CAAS
429
Capital Asset Advisory Services
Michigan
$18K +$18K +45 New
FRA
430
Front Row Advisors
California
$17K – – –
RWA
431
Ropes Wealth Advisors
Massachusetts
$17K +$810 +2 +5%
ST
432
Smithfield Trust
Pennsylvania
$15K – – –
PCIA
433
Prime Capital Investment Advisors
Kansas
$15K +$15K +38 New
LC
434
Lindbrook Capital
California
$13K – – –
EARNEST Partners
435
EARNEST Partners
Georgia
$13K – – –
OPW
436
Oxler Private Wealth
New York
$13K +$13K +35 New
CAPTRUST Financial Advisors
437
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +30 New
Parallax Volatility Advisers
438
Parallax Volatility Advisers
California
$11K -$918K -2,253 -99%
TFS
439
TrustCore Financial Services
Tennessee
$11K – – –
AIP
440
Ameritas Investment Partners
Nebraska
$11K – – –
TCWA
441
Ten Capital Wealth Advisors
Washington
$11K +$11K +28 New
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
$11K +$11K +28 New
PMFA
443
Plante Moran Financial Advisors
Michigan
$10K -$11.2K -28 -53%
AF
444
Advisornet Financial
Minnesota
$10K – – –
CTFG
445
Capstone Triton Financial Group
Oklahoma
$10K +$10K +25 New
WAS
446
Winch Advisory Services
Wisconsin
$10K +$10K +26 New
MAM
447
Meeder Asset Management
Ohio
$9K -$292K -747 -97%
GAAM
448
Guinness Atkinson Asset Management
California
$9K +$9K +22 New
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +22 New
PAI
450
Pittenger & Anderson Inc
Nebraska
$8K – – –
16 17
18
19 20