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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
426
Guerra Pan Advisors
New Jersey
$934K +$46K +78 +5%
EF
427
Empowered Funds
Pennsylvania
$926K +$151K +256 +19%
AWS
428
Atria Wealth Solutions
New York
$919K -$15.9K -27 -2%
Envestnet Portfolio Solutions
429
Envestnet Portfolio Solutions
Illinois
$913K +$102K +173 +13%
HFS
430
Hantz Financial Services
Michigan
$911K +$894K +1,516 +5,414%
TMAM
431
Tokio Marine Asset Management
Japan
$911K +$54.3K +92 +6%
AWM
432
Avitas Wealth Management
California
$908K -$6.49K -11 -0.7%
JGC
433
J. Goldman & Co
New York
$908K +$908K +1,539 New
BG
434
BDF Gestion
France
$906K +$906K +1,536 New
NL
435
NVWM LLC
Pennsylvania
$905K -$5.9K -10 -0.6%
RI
436
Ridgewood Investments
New Jersey
$898K – – –
Cambridge Investment Research Advisors
437
Cambridge Investment Research Advisors
Iowa
$889K -$2.26M -3,840 -72%
AAM
438
Advisors Asset Management
Colorado
$879K +$109K +184 +14%
VA
439
Vident Advisory
Georgia
$863K +$94.4K +160 +12%
AAG
440
Armstrong Advisory Group
Massachusetts
$857K -$23K -39 -3%
DCM
441
DGS Capital Management
New Jersey
$844K +$2.36K +4 +0.3%
ZIM
442
Zacks Investment Management
Illinois
$837K -$590 -1 -0.1%
DIM
443
DC Investments Management
Virginia
$826K – – –
AWM
444
Aviso Wealth Management
Washington
$823K +$3.54K +6 +0.4%
CWM
445
Circle Wealth Management
New Jersey
$803K +$803K +1,361 New
ICM
446
Ionic Capital Management
New York
$799K +$799K +1,355 New
PAG
447
Private Advisor Group
New Jersey
$797K +$33K +56 +4%
RIA
448
Regal Investment Advisors
Michigan
$758K -$5.31K -9 -0.7%
KIA
449
Kraematon Investment Advisors
Massachusetts
$756K +$756K +1,281 New
WI
450
WrapManager Inc
California
$753K -$98.5K -167 -12%
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