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HubSpot
HUBS

Overview Fund Activity

581 hedge funds and large institutions have $13B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 178 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-45
Holders Change %
-7.19%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
71
Increased
240
Reduced
178
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$161M
2
NPCM
2
North Peak Capital Management
New York
$112M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$398M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$53.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$83.1M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
SM
2
SCGE Management
California
$321M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$556M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$609M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
451
CKW Financial Group
Hawaii
$64K – – –
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$61K -$4.49K -15 -7%
CT
453
Cambridge Trust
Massachusetts
$59K – – –
NICM
454
Neo Ivy Capital Management
New York
$59K +$59K +197 New
SIC
455
Salem Investment Counselors
North Carolina
$57K – – –
Lazard Asset Management
456
Lazard Asset Management
New York
$52K +$881 +3 +2%
ACM
457
Adalta Capital Management
New York
$51K +$51K +170 New
QC
458
Quent Capital
New York
$50K -$12.4K -41 -20%
GAAM
459
Guinness Atkinson Asset Management
California
$48K -$18K -60 -27%
ATC
460
Adirondack Trust Company
New York
$48K – – –
National Bank of Canada
461
National Bank of Canada
Quebec, Canada
$48K +$1.8K +6 +4%
IFAM
462
Institutional & Family Asset Management
Colorado
$48K +$10.7K +36 +29%
KFP
463
KB Financial Partners
New Jersey
$47K +$27.2K +91 +138%
HWMA
464
Heritage Wealth Management (Arizona)
Arizona
$45.7K – – –
CA
465
Clearstead Advisors
Ohio
$43K – – –
HNB
466
Huntington National Bank
Ohio
$39K -$1.8K -6 -4%
Baillie Gifford & Co
467
Baillie Gifford & Co
United Kingdom
$39K -$298 -1 -0.8%
Bank of Montreal
468
Bank of Montreal
Ontario, Canada
$36.8K +$36.6K +109,622 +13,806%
KFS
469
Kelly Financial Services
Massachusetts
$33.4K +$21.6K +72 +185%
SOW
470
State of Wyoming
Wyoming
$31K +$8.9K +29 +40%
AIP
471
Ahrens Investment Partners
Louisiana
$30K – – –
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$30K – – –
EDRH
473
Edmond de Rothschild Holding
Switzerland
$27K -$15.2K -50 -36%
BBHC
474
Brown Brothers Harriman & Co
New York
$26K – – –
RTC
475
Riverview Trust Company
Washington
$26K +$17.4K +57 +204%
17 18
19
20 21