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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
426
First Trust Direct Indexing
Massachusetts
$493K -$9.85K -20 -2%
ACM
427
Argent Capital Management
Missouri
$493K – – –
HFA
428
Harbert Fund Advisors
Alabama
$493K +$493K +1,000 New
VFA
429
Valeo Financial Advisors
Indiana
$487K -$52.7K -107 -10%
Lido Advisors
430
Lido Advisors
California
$466K +$29.1K +59 +7%
MOS
431
MGO One Seven
Ohio
$460K +$460K +935 New
PAG
432
Private Advisor Group
New Jersey
$456K -$376K -764 -45%
HMS
433
Hanseatic Management Services
New Mexico
$453K +$985 +2 +0.2%
LOAMU
434
Lombard Odier Asset Management (USA)
New York
$447K -$35.5K -72 -7%
BCM
435
BluePath Capital Management
Georgia
$432K +$432K +877 New
RFN
436
Redwood Financial Network
Ohio
$425K -$7.88K -16 -2%
SEC
437
Seven Eight Capital
New York
$425K +$425K +862 New
CHP
438
Cable Hill Partners
Oregon
$420K +$985 +2 +0.2%
S
439
SignatureFD
Georgia
$416K +$32K +65 +8%
Empower Advisory Group
440
Empower Advisory Group
Colorado
$414K -$60.6K -123 -13%
DT
441
Diversified Trust
Tennessee
$414K -$105K -214 -20%
PL
442
Perpetual Ltd
Australia
$399K -$220K -447 -36%
FB
443
Fulton Bank
Pennsylvania
$396K +$32K +65 +9%
AIG
444
American International Group
New York
$391K -$27.1K -55 -6%
WF
445
Welch & Forbes
Massachusetts
$385K – – –
FCM
446
Fourpath Capital Management
Oklahoma
$383K -$13.3K -27 -3%
WWP
447
Waypoint Wealth Partners
California
$382K – – –
PFM
448
Peak Financial Management
Massachusetts
$380K +$380K +771 New
MC
449
Maverick Capital
Texas
$378K -$51.2K -104 -12%
IWP
450
Icon Wealth Partners
Texas
$373K +$493 +1 +0.1%
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