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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
476
Qtron Investments
Massachusetts
$303K +$303K +570 New
SC
477
Shay Capital
New York
$303K -$69.7K -131 -19%
PA
478
Parallel Advisors
California
$299K -$4.26K -8 -1%
MFG
479
Merit Financial Group
Georgia
$295K +$295K +554 New
BAM
480
Berkshire Asset Management
Pennsylvania
$293K +$16.5K +31 +6%
YCM
481
Yousif Capital Management
Michigan
$286K -$1.06K -2 -0.4%
GSEP
482
Golden State Equity Partners
California
$284K -$1.6K -3 -0.6%
ACA
483
Affinity Capital Advisors
California
$281K -$4.79K -9 -2%
PFWA
484
Paces Ferry Wealth Advisors
Georgia
$278K -$154K -290 -36%
WA
485
Wealth Alliance
New York
$278K +$14.4K +27 +5%
BFA
486
Benedict Financial Advisors
Georgia
$274K – – –
WAG
487
Winthrop Advisory Group
Massachusetts
$272K -$7.98K -15 -3%
BP
488
Ballentine Partners
Massachusetts
$271K -$1.6K -3 -0.6%
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$271K +$271K +509 New
HWM
490
HB Wealth Management
Georgia
$270K -$91K -171 -25%
FP
491
Foundry Partners
Minnesota
$270K – – –
PWS
492
Private Wealth Strategies
Ohio
$266K – – –
CI
493
Cigna Investments
Connecticut
$264K – – –
CFP
494
Catalyst Financial Partners
Massachusetts
$263K +$12.2K +23 +5%
CGH
495
Crossmark Global Holdings
Texas
$259K +$259K +466 New
AAM
496
Advisors Asset Management
Colorado
$258K +$50.5K +95 +24%
SFG
497
Synergy Financial Group
California
$257K – – –
GSIS
498
Global Strategic Investment Solutions
Arizona
$253K – – –
AI
499
Accredited Investors
Minnesota
$249K – – –
PI
500
PGGM Investments
Netherlands
$249K +$249K +468 New
18 19
20
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