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HubSpot

572 hedge funds and large institutions have $13.1B invested in HubSpot in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 216 increasing their positions, 191 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+8
Holders Change %
+1.42%
% of All Funds
9.23%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
82
Increased
216
Reduced
191
Closed
66
Calls
$262M
Puts
$358M
Net Calls
-$96.6M
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
476
Accurate Wealth Management
Florida
$15K +$15K +52 New
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$14.7K +$12.1K +42 +467%
TFS
478
TrustCore Financial Services
Tennessee
$14.2K -$14.2K -49 -50%
C
479
Covestor
United Kingdom
$14K -$292 -1 -2%
GAG
480
Goodman Advisory Group
Massachusetts
$14K
LFA
481
Level Financial Advisors
New York
$14K +$14K +50 New
LF
482
Lee Financial
Texas
$13.9K +$2.89K +10 +26%
BIA
483
Bell Investment Advisors
California
$12.7K +$3.76K +13 +42%
RTC
484
Riverview Trust Company
Washington
$12K -$2.51K -9 -17%
CAM
485
Close Asset Management
United Kingdom
$12K
MA
486
MCF Advisors
Kentucky
$11.6K
Lazard Asset Management
487
Lazard Asset Management
New York
$11K -$36.2K -135 -77%
ST
488
Smithfield Trust
Pennsylvania
$11K
TWA
489
TCI Wealth Advisors
Arizona
$11K +$4.63K +16 +73%
FRA
490
Front Row Advisors
California
$10K +$1.82K +6 +22%
EARNEST Partners
491
EARNEST Partners
Georgia
$9.25K
AF
492
Advisornet Financial
Minnesota
$9.25K +$7.52K +26 +433%
NFSG
493
Newbridge Financial Services Group
Florida
$8.67K
PAI
494
Pittenger & Anderson Inc
Nebraska
$8.67K
AIP
495
Ameritas Investment Partners
Nebraska
$8.67K
CWP
496
Concord Wealth Partners
Virginia
$8.67K +$8.67K +30 New
CA
497
Crewe Advisors
Utah
$8.39K -$1.16K -4 -12%
HIA
498
Harbor Investment Advisory
Maryland
$8.1K -$67.1K -232 -89%
HFS
499
Hantz Financial Services
Michigan
$8K
MCC
500
Money Concepts Capital
Florida
$7.52K +$5.21K +18 +225%