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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
451
Cherry Creek Investment Advisors
Colorado
$381K – – –
SF
452
Synovus Financial
Georgia
$380K -$1.74K -3 -0.5%
AG
453
Algert Global
California
$370K +$370K +638 New
PCM
454
Penserra Capital Management
California
$364K +$221K +382 +154%
DT
455
Diversified Trust
Tennessee
$363K -$124K -214 -25%
VSQM
456
V-Square Quantitative Management
Illinois
$362K +$122K +210 +51%
ALAM
457
Asahi Life Asset Management
Japan
$360K +$360K +620 New
BWP
458
Baldwin Wealth Partners
Massachusetts
$354K – – –
FHA
459
First Horizon Advisors
Tennessee
$353K +$6.39K +11 +2%
KCM
460
Kornitzer Capital Management
Kansas
$348K +$348K +600 New
MA
461
MYDA Advisors
New York
$348K +$348K +600 New
OHWP
462
Oak Harbor Wealth Partners
North Carolina
$347K -$58.1K -100 -14%
KAS
463
Kestra Advisory Services
Texas
$345K -$5.81K -10 -2%
RJT
464
Raymond James Trust
Florida
$344K -$1.16K -2 -0.3%
PA
465
Parallel Advisors
California
$343K -$581 -1 -0.2%
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$340K -$537K -980 -61%
WF
467
Welch & Forbes
Massachusetts
$337K -$116K -200 -26%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$336K -$16.8K -29 -5%
CT
469
Coastline Trust
Rhode Island
$334K – – –
HI
470
Harbour Investments
Wisconsin
$333K -$29.6K -51 -8%
AFG
471
Albion Financial Group
Utah
$332K – – –
YCM
472
Yousif Capital Management
Michigan
$327K +$6.97K +12 +2%
HWM
473
HB Wealth Management
Georgia
$326K +$11K +19 +3%
SPA
474
Sherbrooke Park Advisers
New York
$320K -$713K -1,229 -69%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$318K -$90.6K -156 -22%
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