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HubSpot
HUBS

Overview Fund Activity

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M

Top Buyers

1
DCP
Durable Capital Partners
Maryland
$284M
2
LPC
Lone Pine Capital
Connecticut
$212M
3
ClearBridge Investments
ClearBridge Investments
New York
$536M
4
BlackRock
BlackRock
New York
$1.75B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$154M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$472M
2
WRCM
Whale Rock Capital Management
Massachusetts
$119M
3
Invesco
Invesco
Georgia
$202M
4
Goldman Sachs
Goldman Sachs
New York
$311M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
426
Icon Wealth Partners
Texas
$313K +$139K +294 +80%
Walleye Capital
427
Walleye Capital
New York
$312K -$80.9K -170 -21%
SGA
428
Seaport Global Advisors
Massachusetts
$310K +$54.6K +115 +21%
CIAS
429
Capital Investment Advisory Services
North Carolina
$309K – – –
SWP
430
Stratos Wealth Partners
Ohio
$308K +$8.54K +18 +3%
CCIA
431
Cherry Creek Investment Advisors
Colorado
$307K – – –
YCM
432
Yousif Capital Management
Michigan
$307K +$7.12K +15 +2%
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$306K +$125K +263 +69%
CMI
434
Clare Market Investments
Texas
$299K +$140K +295 +88%
TMAM
435
Tokio Marine Asset Management
Japan
$297K +$59.8K +126 +25%
SWM
436
Spire Wealth Management
Virginia
$295K -$110K -231 -27%
RFC
437
Regions Financial Corp
Alabama
$290K -$102K -215 -26%
BWP
438
Baldwin Wealth Partners
Massachusetts
$290K +$4.75K +10 +2%
Bessemer Group
439
Bessemer Group
New Jersey
$289K +$951 +2 +0.3%
AAM
440
Arabesque Asset Management
United Kingdom
$287K +$38.9K +82 +16%
SFS
441
Stiles Financial Services
Minnesota
$285K – – –
MAP
442
Moody Aldrich Partners
Massachusetts
$283K -$12.3K -26 -4%
SCA
443
Spearhead Capital Advisors
Florida
$273K -$227K -479 -45%
WWM
444
Wolff Wiese Magana
California
$266K +$31.3K +66 +13%
OWM
445
OneAscent Wealth Management
Alabama
$265K +$265K +559 New
GC
446
Gilbert & Cook
Iowa
$264K +$264K +556 New
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
$262K +$47.5K +100 +22%
PCM
448
Prelude Capital Management
New York
$262K +$45.2K +95 +21%
PPP
449
Private Portfolio Partners
New Jersey
$262K -$8.55K -18 -3%
Wealthfront Advisers
450
Wealthfront Advisers
California
$261K -$1.3M -2,731 -83%
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