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HubSpot
HUBS

Overview Fund Activity

504 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+28
Holders Change %
+5.88%
% of All Funds
8.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
162
Reduced
185
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$718M
4
BlackRock
BlackRock
New York
$1.34B
5
Ameriprise
Ameriprise
Minnesota
$152M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$55.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
3
WA
Wasatch Advisors
Utah
$260M
4
ClearBridge Investments
ClearBridge Investments
New York
$199M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
451
International Assets Investment Management
Florida
$29K – – –
BCA
452
Berman Capital Advisors
Georgia
$27K -$2.7K -6 -9%
HI
453
Harbour Investments
Wisconsin
$27K +$27K +60 New
WAM
454
Wolverine Asset Management
Illinois
$27K +$27K +61 New
LF
455
Lee Financial
Texas
$24K -$7.85K -17 -25%
IA
456
IFP Advisors
Florida
$23K -$4.6K -10 -17%
SSB
457
Sandy Spring Bank
Maryland
$23K – – –
GWM
458
Geneos Wealth Management
Colorado
$23K +$23K +45 New
PCIA
459
Prime Capital Investment Advisors
Kansas
$22K +$4.94K +11 +29%
LC
460
Lindbrook Capital
California
$22K +$7.63K +17 +53%
TFS
461
TrustCore Financial Services
Tennessee
$22K +$9.43K +21 +75%
CAM
462
Close Asset Management
United Kingdom
$20K +$20K +43 New
AWM
463
Activest Wealth Management
Florida
$18K +$18K +40 New
SFS
464
Sowell Financial Services
Arkansas
$17K -$26K -52 -60%
ST
465
Smithfield Trust
Pennsylvania
$17K – – –
WAS
466
Winch Advisory Services
Wisconsin
$16K +$4.44K +10 +38%
FRA
467
Front Row Advisors
California
$15K -$4.69K -10 -24%
EARNEST Partners
468
EARNEST Partners
Georgia
$15K – – –
Loomis, Sayles & Company
469
Loomis, Sayles & Company
Massachusetts
$13K – – –
AIP
470
Ameritas Investment Partners
Nebraska
$13K – – –
SA
471
SRH Advisors
Kansas
$10K – – –
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
PAI
473
Pittenger & Anderson Inc
Nebraska
$10K +$455 +1 +5%
ADIM
474
Alpha DNA Investment Management
Maryland
$10K +$7.08K +17 +243%
EWA
475
Evolution Wealth Advisors
Florida
$10K +$10K +23 New
17 18
19
20 21