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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
476
Global Strategic Investment Solutions
Arizona
$204K +$204K +475 New
PPP
477
Private Portfolio Partners
New Jersey
$202K +$202K +471 New
CFP
478
Catalyst Financial Partners
Massachusetts
$202K +$202K +471 New
CA
479
Cetera Advisors
Colorado
$201K +$201K +469 New
AI
480
Accredited Investors
Minnesota
$201K +$201K +468 New
GWSG
481
GPS Wealth Strategies Group
Colorado
$180K +$180K +419 New
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$178K -$860 -2 -0.5%
Bessemer Group
483
Bessemer Group
New Jersey
$173K +$6.89K +16 +4%
EWA
484
EverSource Wealth Advisors
Alabama
$168K -$17.2K -40 -9%
AAM
485
Advisors Asset Management
Colorado
$167K -$94.8K -221 -36%
BTI
486
Blue Trust Inc
Georgia
$166K +$163K +567 +6,300%
WWM
487
Wolff Wiese Magana
California
$165K – – –
APW
488
Acima Private Wealth
Virginia
$157K +$157K +366 New
HNB
489
Huntington National Bank
Ohio
$156K +$4.29K +10 +3%
AIM
490
Arcadia Investment Management
Michigan
$156K – – –
BF
491
BOK Financial
Oklahoma
$156K +$156K +365 New
O
492
Ossiam
France
$153K -$11.6K -27 -7%
NIMI
493
Natixis Investment Managers International
France
$136K -$140K -327 -51%
CA
494
Clearstead Advisors
Ohio
$117K +$55.7K +130 +92%
CMF
495
Counterpoint Mutual Funds
California
$113K +$113K +264 New
HWA
496
HHM Wealth Advisors
Tennessee
$113K – – –
HI
497
Horizon Investments
North Carolina
$108K +$108K +251 New
SS
498
Sunbelt Securities
Texas
$105K +$105K +251 New
TRCT
499
Tower Research Capital (TRC)
New York
$99K +$52.5K +122 +113%
IA
500
IFP Advisors
Florida
$98.7K -$30.3K -241 -23%
18 19
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