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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$533M
2
BlackRock
BlackRock
New York
+$248M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$147M
4
Two Sigma Investments
Two Sigma Investments
New York
+$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$81.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$199M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$167M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$153M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$142M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
476
Barings
North Carolina
$286K -$87.8K -133 -23%
GWSG
477
GPS Wealth Strategies Group
Colorado
$275K +$13.8K +21 +5%
PTC
478
Petrus Trust Company
Texas
$272K +$272K +413 New
S
479
SignatureFD
Georgia
$271K +$1.98K +3 +0.7%
CCM
480
Coldstream Capital Management
Washington
$265K -$190K -288 -42%
LS
481
Livforsakringsbolaget Skandia
Sweden
$264K -$198K -300 -43%
KFS
482
Kaizen Financial Strategies
California
$264K – – –
ACM
483
Aquatic Capital Management
Illinois
$264K +$264K +400 New
PA
484
Parallel Advisors
California
$261K +$18.5K +28 +8%
VAFP
485
Vahanian & Associates Financial Planning
New York
$261K +$261K +396 New
MC
486
Moors & Cabot
Massachusetts
$257K -$1.32K -2 -0.5%
BRWM
487
B. Riley Wealth Management
Tennessee
$252K -$1.98K -3 -0.8%
CAPTRUST Financial Advisors
488
CAPTRUST Financial Advisors
North Carolina
$251K +$38.9K +59 +18%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$250K +$7.26K +11 +3%
TIAM2
490
Tru Independence Asset Management 2
Oregon
$248K – – –
MCM
491
Manchester Capital Management
Vermont
$245K +$1.32K +2 +0.5%
MPM
492
MBB Public Markets
Illinois
$244K +$244K +370 New
LOAMS
493
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$243K +369 New
AIM
494
Arcadia Investment Management
Michigan
$241K – – –
IWP
495
Icon Wealth Partners
Texas
$241K +$36.9K +56 +18%
MWM
496
Minot Wealth Management
Massachusetts
$231K -$87.5K -133 -27%
OFS
497
OneAscent Financial Services
Alabama
$231K +$231K +351 New
SG
498
StoneX Group
New York
$230K -$11.2K -17 -5%
ECG
499
Edge Capital Group
Georgia
$230K +$3.95K +6 +2%
NIMI
500
Natixis Investment Managers International
France
$226K -$122K -185 -35%
18 19
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