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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
426
American Trust
Kentucky
$307K +$307K +716 New
Brown Advisory
427
Brown Advisory
Maryland
$305K +$305K +712 New
QC
428
QCM Cayman
Texas
$303K +$303K +707 New
SC
429
Shay Capital
New York
$300K +$300K +700 New
AIG
430
American International Group
New York
$295K -$8.58K -20 -3%
VIA
431
Vident Investment Advisory
Georgia
$295K +$295K +687 New
FB
432
Fulton Bank
Pennsylvania
$294K +$294K +685 New
NW
433
NewEdge Wealth
Pennsylvania
$293K -$110K -256 -27%
HWM
434
HB Wealth Management
Georgia
$291K +$291K +679 New
CCIA
435
Cherry Creek Investment Advisors
Colorado
$286K +$286K +666 New
HI
436
Harbour Investments
Wisconsin
$282K -$3K -7 -1%
KWM
437
Kingsview Wealth Management
Oregon
$274K +$274K +640 New
PI
438
Putnam Investments
Massachusetts
$272K +$272K +635 New
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$271K +$271K +631 New
SF
440
Synovus Financial
Georgia
$270K +$270K +630 New
FHA
441
First Horizon Advisors
Tennessee
$269K +$8.15K +19 +3%
PAG
442
Private Advisor Group
New Jersey
$266K +$266K +620 New
OAM
443
Ostrum Asset Management
France
$264K +$264K +616 New
MCP
444
Mirador Capital Partners
California
$264K -$363K -846 -58%
CM
445
Capula Management
Cayman Islands
$264K +$264K +615 New
KAS
446
Kestra Advisory Services
Texas
$263K -$1.67M -3,906 -86%
BWP
447
Baldwin Wealth Partners
Massachusetts
$262K – – –
DF
448
Donoghue Forlines
Massachusetts
$260K -$76.3K -178 -23%
HFM
449
Harvest Fund Management
China
$258K +$258K +601 New
LFM
450
LGT Fund Management
Liechtenstein
$257K +$257K +600 New
16 17
18
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