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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
426
B. Riley Wealth Advisors
Florida
$463K -$171K -294 -27%
EA
427
Emerald Advisers
Pennsylvania
$456K +$456K +785 New
WWP
428
Waypoint Wealth Partners
California
$450K – – –
Empower Advisory Group
429
Empower Advisory Group
Colorado
$449K -$38.3K -66 -8%
AIG
430
American International Group
New York
$449K -$12.2K -21 -3%
PFM
431
Peak Financial Management
Massachusetts
$448K – – –
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$447K -$534K -919 -54%
FCM
433
Fourpath Capital Management
Oklahoma
$441K -$10.5K -18 -2%
FB
434
Fulton Bank
Pennsylvania
$439K -$27.9K -48 -6%
HFM
435
Harvest Fund Management
China
$429K +$219K +377 +104%
HAG
436
HighPoint Advisor Group
Illinois
$428K +$428K +679 New
SS
437
Simplicity Solutions
Minnesota
$420K +$20.3K +35 +5%
BFG
438
Bleakley Financial Group
New Jersey
$420K +$20.3K +35 +5%
PTC
439
Petrus Trust Company
Texas
$418K +$418K +720 New
CM
440
Capula Management
Cayman Islands
$415K +$136K +234 +49%
IWA
441
Icon Wealth Advisors
Texas
$415K +$415K +714 New
AIM
442
Arcadia Investment Management
Michigan
$406K – – –
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$402K +$44.7K +77 +13%
O
444
Ossiam
France
$393K – – –
WAG
445
Winthrop Advisory Group
Massachusetts
$391K +$106K +183 +37%
QI
446
Qtron Investments
Massachusetts
$390K – – –
LNC
447
Lincoln National Corp
Pennsylvania
$387K +$9.87K +17 +3%
SP
448
Symmetry Partners
Connecticut
$385K +$385K +653 New
DA
449
Duality Advisers
Florida
$382K -$1.41M -2,425 -79%
NW
450
NewEdge Wealth
Pennsylvania
$381K -$6.39K -11 -2%
16 17
18
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