HUBS icon

HubSpot

504 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+28
Holders Change %
+5.88%
% of All Funds
8.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
162
Reduced
185
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
426
Salem Investment Counselors
North Carolina
$86K
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$86K
HWMA
428
Heritage Wealth Management (Arizona)
Arizona
$80K +$80K +177 New
NIM
429
NuWave Investment Management
New Jersey
$77K -$406K -897 -84%
KFP
430
KB Financial Partners
New Jersey
$76K +$76K +167 New
Baillie Gifford & Co
431
Baillie Gifford & Co
United Kingdom
$73K +$2.28K +5 +3%
ATC
432
Adirondack Trust Company
New York
$73K +$4.56K +10 +7%
AWA
433
Arkadios Wealth Advisors
Georgia
$68K
TWP
434
TFO Wealth Partners
Ohio
$68K +$68K +150 New
ST
435
Sageworth Trust
Pennsylvania
$57K
RE
436
RBC Europe
United Kingdom
$56.8K -$68.1K -150 -55%
Bessemer Group
437
Bessemer Group
New Jersey
$55K
SFSIG
438
San Francisco Sentry Investment Group
California
$54K
QCG
439
Quadrant Capital Group
Ohio
$50K +$15.3K +34 +44%
HNB
440
Huntington National Bank
Ohio
$48K
PCM
441
Penserra Capital Management
California
$48K +$7.25K +16 +18%
BCWM
442
Bartlett & Co Wealth Management
Ohio
$46.3K
PCG
443
Private Capital Group
Connecticut
$46K -$4.06K -9 -8%
BC
444
Bartlett & Co
Ohio
$46K
BFEC
445
Benjamin F. Edwards & Company
Missouri
$45K -$1.35K -3 -3%
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
$45K
ACM
447
Allred Capital Management
Texas
$42.2K +$42.2K +93 New
WP
448
WealthShield Partners
North Carolina
$40K +$40K +89 New
BDWM
449
Brewin Dolphin Wealth Management
Ireland
$34.1K
TCM
450
Tradewinds Capital Management
Washington
$31K