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HubSpot
HUBS

Overview Fund Activity

542 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+38
Holders Change %
+7.54%
% of All Funds
9.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
100
Increased
193
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$357M
2
Jennison Associates
2
Jennison Associates
New York
$406M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.23B
4
NPCM
4
North Peak Capital Management
New York
$131M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$119M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.5B
3
Invesco
3
Invesco
Georgia
$364M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$189M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
426
Two Sigma Securities
New York
$266K -$385K -660 -59%
FAIM
427
Financial Advocates Investment Management
Washington
$266K – – –
SWP
428
Stratos Wealth Partners
Ohio
$265K +$1.17K +2 +0.4%
WJWM
429
Williams Jones Wealth Management
New York
$262K -$20.4K -35 -7%
IC
430
IEQ Capital
California
$260K +$260K +446 New
KeyBank National Association
431
KeyBank National Association
Ohio
$259K +$259K +444 New
AI
432
Accredited Investors
Minnesota
$255K +$255K +437 New
9WM
433
9258 Wealth Management
Ohio
$254K +$254K +436 New
RJT
434
Raymond James Trust
Florida
$254K +$254K +437 New
QT
435
Quantamental Technologies
New York
$244K +$244K +419 New
Mercer Global Advisors
436
Mercer Global Advisors
Colorado
$244K +$244K +419 New
TIAM2
437
Tru Independence Asset Management 2
Oregon
$244K +$244K +419 New
UCFA
438
United Capital Financial Advisors
Texas
$238K +$238K +409 New
SPIA
439
Steward Partners Investment Advisory
New York
$236K +$3.5K +6 +2%
WWM
440
Wolff Wiese Magana
California
$234K +$1.75K +3 +0.8%
PCH
441
Polar Capital Holdings
United Kingdom
$229K +$15.8K +27,098 +7%
CAM
442
Claret Asset Management
Quebec, Canada
$229K +$229K +393 New
SAM
443
Silvercrest Asset Management
New York
$227K -$72.8K -125 -24%
PCM
444
Prelude Capital Management
New York
$226K -$228K -392 -50%
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$226K +$226K +387 New
EDRIA
446
Edmonds Duncan Registered Investment Advisors
Kansas
$220K +$220K +378 New
Rockefeller Capital Management
447
Rockefeller Capital Management
New York
$217K +$81.8K +141 +61%
PTC
448
Petrus Trust Company
Texas
$215K +$215K +369 New
AIM
449
Arcadia Investment Management
Michigan
$213K – – –
TW
450
TrinityPoint Wealth
Connecticut
$212K +$212K +363 New
16 17
18
19 20