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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
451
Mercer Global Advisors
Colorado
$752K +$3.54K +6 +0.5%
MGP
452
Metis Global Partners
California
$748K +$44.2K +75 +6%
GA
453
GraniteShares Advisors
New York
$745K +$102K +173 +16%
OTL
454
Oak Thistle LLC
New York
$742K +$742K +1,258 New
PWS
455
Peterson Wealth Services
Utah
$740K +$89.1K +151 +14%
LA
456
Legacy Advisors
Pennsylvania
$734K -$61.9K -105 -8%
VFA
457
Values First Advisors
Tennessee
$715K -$45.4K -77 -6%
IA
458
IFP Advisors
Florida
$710K +$103K +174 +17%
GA
459
Gateway Advisory
New Jersey
$703K +$7.67K +13 +1%
Fifth Third Bancorp
460
Fifth Third Bancorp
Ohio
$698K -$15.3K -26 -2%
LOAMU
461
Lombard Odier Asset Management (USA)
New York
$690K +$690K +1,170 New
SGI
462
Summit Global Investments
Utah
$690K -$233K -395 -25%
S
463
SignatureFD
Georgia
$688K -$5.9K -10 -0.8%
FGA
464
Fortis Group Advisors
New Jersey
$681K +$681K +1,154 New
GCM
465
Greenland Capital Management
New York
$674K +$674K +1,143 New
PCIA
466
Prime Capital Investment Advisors
Kansas
$670K -$425K -721 -39%
BOH
467
Bank of Hawaii
Hawaii
$655K +$655K +1,111 New
UM
468
UniSuper Management
Australia
$649K +$236K +400 +57%
QI
469
Qtron Investments
Massachusetts
$633K +$237K +401 +60%
SFI
470
Susquehanna Fundamental Investments
Pennsylvania
$629K +$629K +1,067 New
RI
471
Redwood Investments
Massachusetts
$618K -$23K -39 -4%
SPIA
472
Steward Partners Investment Advisory
New York
$614K -$26.5K -45 -4%
BGA
473
Battery Global Advisors
Massachusetts
$614K – – –
Calamos Advisors
474
Calamos Advisors
Illinois
$613K -$311K -527 -34%
NW
475
NewEdge Wealth
Pennsylvania
$612K +$147K +249 +32%
17 18
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