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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
426
Paloma Partners
Connecticut
$509K +$509K +957 New
IA
427
IFP Advisors
Florida
$495K +$77.2K +145 +18%
HMS
428
Hanseatic Management Services
New Mexico
$488K +$488K +917 New
Lido Advisors
429
Lido Advisors
California
$473K +$37.8K +71 +9%
SSWM
430
Sheets Smith Wealth Management
North Carolina
$469K +$469K +882 New
RFN
431
Redwood Financial Network
Ohio
$467K – – –
MC
432
Maverick Capital
Texas
$464K -$854K -1,605 -65%
SPIA
433
Steward Partners Investment Advisory
New York
$464K +$4.26K +8 +0.9%
OR
434
Olympiad Research
Connecticut
$455K -$117K -219 -20%
CHP
435
Cable Hill Partners
Oregon
$452K -$4.26K -8 -0.9%
KCM
436
Kornitzer Capital Management
Kansas
$452K – – –
AIG
437
American International Group
New York
$452K +$85.1K +160 +23%
AWM
438
Avior Wealth Management
Nebraska
$445K -$200K -375 -31%
NYLIM
439
New York Life Investment Management
New York
$430K -$19.7K -37 -4%
BFG
440
Bleakley Financial Group
New Jersey
$430K +$24.5K +46 +6%
SS
441
Simplicity Solutions
Minnesota
$429K +$24K +45 +6%
FCM
442
Fourpath Capital Management
Oklahoma
$428K -$5.32K -10 -1%
WF
443
Welch & Forbes
Massachusetts
$416K – – –
S
444
SignatureFD
Georgia
$415K +$7.98K +15 +2%
WWP
445
Waypoint Wealth Partners
California
$412K – – –
Verition Fund Management
446
Verition Fund Management
Connecticut
$411K -$322K -606 -44%
IWP
447
Icon Wealth Partners
Texas
$403K -$33K -62 -8%
HIM
448
Hillsdale Investment Management
Ontario, Canada
$399K +$399K +750 New
OHWP
449
Oak Harbor Wealth Partners
North Carolina
$397K -$266K -500 -40%
FB
450
Fulton Bank
Pennsylvania
$393K +$28.7K +54 +8%
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