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HubSpot

564 hedge funds and large institutions have $11.9B invested in HubSpot in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 181 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-17
Holders Change %
-2.93%
% of All Funds
9.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
70
Increased
222
Reduced
181
Closed
80
Calls
$202M
Puts
$255M
Net Calls
-$53.2M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
451
Cambridge Trust
Massachusetts
$53K
SIC
452
Salem Investment Counselors
North Carolina
$51K
WFA
453
Wipfli Financial Advisors
Wisconsin
$49K +$49K +180 New
Lazard Asset Management
454
Lazard Asset Management
New York
$47K -$267 -1 -0.6%
ACM
455
Adalta Capital Management
New York
$46K
IFAM
456
Institutional & Family Asset Management
Colorado
$44K +$272 +1 +0.6%
QC
457
Quent Capital
New York
$43K -$1.91K -7 -4%
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$43K
ATC
459
Adirondack Trust Company
New York
$43K
GAAM
460
Guinness Atkinson Asset Management
California
$43K
HWMA
461
Heritage Wealth Management (Arizona)
Arizona
$41K
CA
462
Clearstead Advisors
Ohio
$38K
KFP
463
KB Financial Partners
New Jersey
$37K -$5.4K -20 -13%
QCG
464
Quadrant Capital Group
Ohio
$34K -$35.3K -132 -51%
Baillie Gifford & Co
465
Baillie Gifford & Co
United Kingdom
$34K -$1.35K -5 -4%
KFS
466
Kelly Financial Services
Massachusetts
$29.2K -$810 -3 -3%
LS
467
Livforsakringsbolaget Skandia
Sweden
$27K -$81K -300 -75%
CLOS
468
Compagnie Lombard Odier SCmA
Switzerland
$27K
TFS
469
TrustCore Financial Services
Tennessee
$26K +$10.3K +39 +66%
BBHC
470
Brown Brothers Harriman & Co
New York
$24K
BC
471
Bartlett & Co
Ohio
$22K
CFO
472
CVA Family Office
Colorado
$22K +$16.5K +60 +300%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$21.6K
AIM
474
Anchor Investment Management
South Carolina
$20.3K
WTC
475
WhitTier Trust Company
Nevada
$19K +$1.58K +6 +9%