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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
451
Dark Forest Capital Management
Puerto Rico
$255K +$255K +595 New
RJT
452
Raymond James Trust
Florida
$253K -$48.9K -114 -16%
FMAEN1
453
Fund Management at Engine No 1
California
$253K +$253K +590 New
MAS
454
Meeder Advisory Services
Ohio
$252K +$252K +588 New
FFA
455
Founders Financial Alliance
North Carolina
$245K +$245K +591 New
PA
456
Parallel Advisors
California
$244K +$12.9K +30 +6%
AA
457
Ancora Advisors
Ohio
$241K -$14.1K -33 -6%
JWS
458
Juncture Wealth Strategies
Arizona
$240K -$141K -330 -37%
YCM
459
Yousif Capital Management
Michigan
$231K +$231K +539 New
ACA
460
Affinity Capital Advisors
California
$231K +$231K +538 New
GSEP
461
Golden State Equity Partners
California
$230K +$230K +537 New
WAG
462
Winthrop Advisory Group
Massachusetts
$226K +$226K +526 New
BAM
463
Berkshire Asset Management
Pennsylvania
$223K +$223K +520 New
BFA
464
Benedict Financial Advisors
Georgia
$221K +$221K +515 New
CAM
465
Claret Asset Management
Quebec, Canada
$220K +$220K +512 New
BP
466
Ballentine Partners
Massachusetts
$220K +$220K +512 New
FP
467
Foundry Partners
Minnesota
$217K +$217K +507 New
PWS
468
Private Wealth Strategies
Ohio
$214K +$214K +500 New
WA
469
Wealth Alliance
New York
$212K +$212K +495 New
UCFA
470
United Capital Financial Advisors
Texas
$212K +$212K +495 New
CI
471
Cigna Investments
Connecticut
$212K +$212K +496 New
JF
472
Jump Financial
Illinois
$212K -$7.7M -17,958 -97%
TC
473
Truvestments Capital
Florida
$208K -$126K -293 -38%
CCM
474
Coldstream Capital Management
Washington
$207K +$207K +483 New
SFG
475
Synergy Financial Group
California
$207K +$207K +483 New
17 18
19
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