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HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
451
Peak Financial Management
Massachusetts
$457K -$25.7K -41 -5%
PAM
452
Panagora Asset Management
Massachusetts
$449K -$37.1M -59,257 -99%
Empower Advisory Group
453
Empower Advisory Group
Colorado
$447K -$38.2K -61 -8%
II
454
Inspire Investing
Idaho
$447K +$447K +713 New
P8IP
455
Pier 88 Investment Partners
California
$439K -$771K -1,230 -64%
AIM
456
Arcadia Investment Management
Michigan
$439K
UM
457
UniSuper Management
Australia
$439K +$188K +300 +75%
BA
458
Bridgewater Associates
Connecticut
$430K -$395K -631 -48%
LNC
459
Lincoln National Corp
Pennsylvania
$427K +$10K +16 +2%
IWA
460
Icon Wealth Advisors
Texas
$427K -$20.7K -33 -5%
QI
461
Qtron Investments
Massachusetts
$421K
MYAM
462
Meiji Yasuda Asset Management
Japan
$420K +$87.7K +140 +26%
CMI
463
Clare Market Investments
Texas
$407K +$132K +210 +48%
CCIA
464
Cherry Creek Investment Advisors
Colorado
$405K -$6.27K -10 -2%
WAG
465
Winthrop Advisory Group
Massachusetts
$402K -$20.1K -32 -5%
PA
466
Parallel Advisors
California
$393K +$23.2K +37 +6%
DT
467
Diversified Trust
Tennessee
$392K
YCM
468
Yousif Capital Management
Michigan
$392K +$38.2K +61 +11%
VSQM
469
V-Square Quantitative Management
Illinois
$391K
BWP
470
Baldwin Wealth Partners
Massachusetts
$382K
SP
471
Symmetry Partners
Connecticut
$381K -$28.2K -45 -7%
OHWP
472
Oak Harbor Wealth Partners
North Carolina
$374K
FHA
473
First Horizon Advisors
Tennessee
$372K -$8.77K -14 -2%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$367K +$23.2K +37 +7%
HI
475
Harbour Investments
Wisconsin
$363K +$3.76K +6 +1%