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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
451
Arcadia Investment Management
Michigan
$372K +$178K +335 +92%
O
452
Ossiam
France
$372K +$182K +342 +96%
CIM
453
Chiron Investment Management
New York
$362K +$362K +680 New
CCIA
454
Cherry Creek Investment Advisors
Colorado
$354K – – –
AT
455
American Trust
Kentucky
$353K -$27.7K -52 -7%
AR
456
Advisory Research
Illinois
$346K +$346K +650 New
FMAEN1
457
Fund Management at Engine No 1
California
$344K +$29.8K +56 +9%
FHA
458
First Horizon Advisors
Tennessee
$339K +$4.79K +9 +1%
NW
459
NewEdge Wealth
Pennsylvania
$338K -$26.1K -49 -7%
VIA
460
Vident Investment Advisory
Georgia
$334K -$31.9K -60 -9%
ALAM
461
Asahi Life Asset Management
Japan
$330K +$330K +620 New
HI
462
Harbour Investments
Wisconsin
$329K -$20.8K -39 -6%
WorldQuant Millennium Advisors
463
WorldQuant Millennium Advisors
New York
$328K +$328K +617 New
TFCP
464
Twin Focus Capital Partners
Massachusetts
$328K -$77.2K -145 -19%
SF
465
Synovus Financial
Georgia
$327K -$7.98K -15 -2%
MAS
466
Meeder Advisory Services
Ohio
$326K +$12.8K +24 +4%
BWP
467
Baldwin Wealth Partners
Massachusetts
$325K – – –
FFA
468
Founders Financial Alliance
North Carolina
$324K +$9.58K +18 +3%
Baird Financial Group
469
Baird Financial Group
Wisconsin
$322K +$322K +606 New
RJT
470
Raymond James Trust
Florida
$322K +$8.5K +16 +3%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$319K -$16.5K -31 -5%
SSA
472
Schonfeld Strategic Advisors
New York
$319K +$319K +600 New
CT
473
Coastline Trust
Rhode Island
$306K +$306K +575 New
AFG
474
Albion Financial Group
Utah
$304K -$228K -428 -43%
MCP
475
Mirador Capital Partners
California
$304K -$22.9K -43 -7%
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