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HubSpot

594 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+52
Holders Change %
+9.59%
% of All Funds
10.43%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
216
Reduced
193
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
476
Cigna Investments
Connecticut
$224K +$224K +332 New
FNC
477
First National Corp
Massachusetts
$224K +$224K +332 New
TW
478
TrinityPoint Wealth
Connecticut
$222K -$22.9K -34 -9%
CCP
479
Cardan Capital Partners
Colorado
$220K +$220K +325 New
HWA
480
HHM Wealth Advisors
Tennessee
$218K +$3.39K +5 +2%
CAPTRUST Financial Advisors
481
CAPTRUST Financial Advisors
North Carolina
$218K +$37.2K +55 +21%
PCA
482
Personal Capital Advisors
California
$217K +$217K +321 New
DWP
483
Destiny Wealth Partners
Florida
$214K +$214K +316 New
MG
484
Mather Group
Illinois
$211K +$211K +312 New
IWP
485
Icon Wealth Partners
Texas
$210K +$210K +310 New
GCP
486
GSA Capital Partners
United Kingdom
$204K -$123K -181 -38%
MSFS
487
Main Street Financial Solutions
Pennsylvania
$204K +$204K +302 New
SG Americas Securities
488
SG Americas Securities
New York
$203K -$25.9M -38,219 -99%
MLL
489
Moody Lynn & Lieberson
Massachusetts
$203K +$203K +300 New
CCM
490
Coldstream Capital Management
Washington
$202K +$66.2K +226 +49%
CA
491
Clearstead Advisors
Ohio
$168K
FHA
492
First Horizon Advisors
Tennessee
$168K +$10.8K +16 +7%
BU
493
BBVA USA
Alabama
$162K -$42.5K -63 -21%
GAAM
494
Guinness Atkinson Asset Management
California
$149K
BAM
495
Belpointe Asset Management
Nevada
$143K -$580K -852 -80%
CFG
496
CKW Financial Group
Hawaii
$139K
BCA
497
Berman Capital Advisors
Georgia
$135K +$35.6K +53 +36%
ATC
498
Adirondack Trust Company
New York
$130K
SIC
499
Salem Investment Counselors
North Carolina
$128K
Koshinski Asset Management
500
Koshinski Asset Management
Illinois
$120K +$120K +177 New