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HubSpot
HUBS

Overview Fund Activity

542 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+38
Holders Change %
+7.54%
% of All Funds
9.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
100
Increased
193
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$357M
2
Jennison Associates
2
Jennison Associates
New York
$406M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.23B
4
NPCM
4
North Peak Capital Management
New York
$131M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$119M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.5B
3
Invesco
3
Invesco
Georgia
$364M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$189M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
451
StoneX Group
New York
$212K +$212K +364 New
APA
452
American Portfolios Advisors
New York
$212K -$5.24K -9 -2%
YIA
453
YHB Investment Advisors
Connecticut
$209K +$209K +358 New
CAM
454
Concorde Asset Management
Michigan
$201K -$235K -403 -54%
GWSG
455
GPS Wealth Strategies Group
Colorado
$188K -$22.1K -38 -11%
PA
456
Parallel Advisors
California
$187K +$18.1K +31 +11%
HWA
457
HHM Wealth Advisors
Tennessee
$185K +$31.5K +54 +21%
BU
458
BBVA USA
Alabama
$177K +$177K +303 New
HFM
459
Harvest Fund Management
China
$160K -$59.3K -102 -27%
S
460
SignatureFD
Georgia
$158K +$44.7K +77 +39%
CAPTRUST Financial Advisors
461
CAPTRUST Financial Advisors
North Carolina
$156K +$9.35K +16 +6%
CA
462
Clearstead Advisors
Ohio
$145K – – –
FHA
463
First Horizon Advisors
Tennessee
$135K – – –
GAAM
464
Guinness Atkinson Asset Management
California
$128K – – –
CFG
465
CKW Financial Group
Hawaii
$119K – – –
FMT
466
First Mercantile Trust
Tennessee
$118K +$118K +203 New
SIC
467
Salem Investment Counselors
North Carolina
$110K – – –
ATC
468
Adirondack Trust Company
New York
$93K – – –
HWMA
469
Heritage Wealth Management (Arizona)
Arizona
$89K -$14.6K -25 -14%
WAM
470
Wolverine Asset Management
Illinois
$88K +$52.7K +91 +149%
KFP
471
KB Financial Partners
New Jersey
$87K -$10.5K -18 -11%
Baillie Gifford & Co
472
Baillie Gifford & Co
United Kingdom
$87K -$6.42K -11 -7%
AWA
473
Arkadios Wealth Advisors
Georgia
$87K – – –
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$86K – – –
BCA
475
Berman Capital Advisors
Georgia
$86K +$51.1K +88 +147%
17 18
19
20 21