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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
451
HB Wealth Management
Georgia
$449K +$77.6K +146 +21%
NYLIM
452
New York Life Investment Management
New York
$437K -$24.5K -46 -5%
UCFA
453
United Capital Financial Advisors
Texas
$436K -$13.3K -25 -3%
CCM
454
Coldstream Capital Management
Washington
$433K +$126K +227 +41%
FIA
455
FNY Investment Advisers
New York
$431K -$1.36M -2,551 -76%
EF
456
Empowered Funds
Pennsylvania
$430K -$405K -762 -49%
BTI
457
Blue Trust Inc
Georgia
$425K +$156K +264 +58%
Focus Partners Wealth
458
Focus Partners Wealth
Massachusetts
$417K -$12.7M -23,841 -97%
NIP
459
Nicholas Investment Partners
California
$417K -$797K -1,500 -66%
SEC
460
Seven Eight Capital
New York
$403K -$2.92M -5,491 -88%
BFG
461
Bleakley Financial Group
New Jersey
$403K +$7.44K +14 +2%
MYAM
462
Meiji Yasuda Asset Management
Japan
$402K +$2.13K +4 +0.5%
BBP
463
Banco BTG Pactual
Brazil
$398K +$398K +748 New
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$177K +333 +83%
QCM
465
Qsemble Capital Management
New York
$389K -$97.3K -183 -20%
P8IP
466
Pier 88 Investment Partners
California
$388K -$718K -1,350 -65%
MAS
467
Meeder Advisory Services
Ohio
$385K -$9.57K -18 -2%
EWA
468
EP Wealth Advisors
California
$384K +$384K +723 New
HAG
469
HighPoint Advisor Group
Illinois
$383K -$2.26K -4 -0.6%
FCM
470
Fourpath Capital Management
Oklahoma
$383K -$1.06K -2 -0.3%
Empower Advisory Group
471
Empower Advisory Group
Colorado
$381K +$1.06K +2 +0.3%
GCM
472
Greenland Capital Management
New York
$380K -$228K -428 -37%
BJL
473
Brighton Jones LLC
Washington
$373K -$1.66M -3,115 -82%
AIM
474
Arcadia Investment Management
Michigan
$372K – – –
PFM
475
Peak Financial Management
Massachusetts
$369K -$11.2K -21 -3%
17 18
19
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