HUBS icon

HubSpot
HUBS

Overview Fund Activity

504 hedge funds and large institutions have $19.4B invested in HubSpot in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 162 increasing their positions, 185 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+28
Holders Change %
+5.88%
% of All Funds
8.87%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
92
Increased
162
Reduced
185
Closed
58
Calls
$210M
Puts
$321M
Net Calls
-$111M
Net Calls Change
-$158M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$718M
4
BlackRock
BlackRock
New York
$1.34B
5
Ameriprise
Ameriprise
Minnesota
$152M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$55.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
3
WA
Wasatch Advisors
Utah
$260M
4
ClearBridge Investments
ClearBridge Investments
New York
$199M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
476
Advisornet Financial
Minnesota
$9K -$2.37K -5 -21%
COCM
477
Charter Oak Capital Management
New Hampshire
$7K – – –
TCWM
478
Total Clarity Wealth Management
Illinois
$7K +$7K +15 New
PWMG
479
Prestige Wealth Management Group
New Jersey
$5K – – –
HR
480
Howe & Rusling
New York
$5K – – –
CFD
481
Creative Financial Designs
Indiana
$5K – – –
CHA
482
Carmichael Hill & Associates
Maryland
$5K +$5K +12 New
SL
483
Savior LLC
Massachusetts
$4K – – –
KTC
484
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
APWA
485
Atlas Private Wealth Advisors
New Jersey
$4K +$4K +9 New
BFC
486
Bedel Financial Consulting
Indiana
$3K -$857 -2 -22%
TWA
487
TCI Wealth Advisors
Arizona
$3K +$3K +7 New
CFGS
488
Concourse Financial Group Securities
Alabama
$2K -$800 -2 -29%
BCM
489
Blume Capital Management
California
$2K – – –
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
LFG
491
Larson Financial Group
Missouri
$2K – – –
SFO
492
Standard Family Office
South Dakota
$1K -$500 -1 -33%
EFSCE
493
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
MIM
494
Macroview Investment Management
Maryland
$1K – – –
DI
495
Disciplined Investments
Oklahoma
$1K +$1K +2 New
SOW
496
State of Wyoming
Wyoming
$1K +$1K +2 New
VNA
497
Valley National Advisers
Pennsylvania
$1K +$1K +3 New
AIG
498
American International Group
New York
$422 -$50 -111 -11%
Nisa Investment Advisors
499
Nisa Investment Advisors
Missouri
$273 – – –
BBHC
500
Brown Brothers Harriman & Co
New York
$85 – – –
18 19
20
21 22