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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
476
First Horizon Advisors
Tennessee
$294K -$19.7K -40 -6%
RJT
477
Raymond James Trust
Florida
$293K -$5.91K -12 -2%
FFA
478
Founders Financial Alliance
North Carolina
$292K -$8.37K -17 -3%
PA
479
Parallel Advisors
California
$291K +$14.8K +30 +5%
YIH
480
Y-Intercept (HK)
Hong Kong
$290K -$260K -528 -47%
CT
481
Coastline Trust
Rhode Island
$283K – – –
AFG
482
Albion Financial Group
Utah
$282K – – –
YCM
483
Yousif Capital Management
Michigan
$272K +$7.39K +15 +3%
OR
484
Olympiad Research
Connecticut
$269K -$152K -309 -36%
HWM
485
HB Wealth Management
Georgia
$267K +$17.2K +35 +7%
NRD
486
Nebula Research & Development
New York
$267K +$267K +542 New
GSEP
487
Golden State Equity Partners
California
$264K +$1.48K +3 +0.6%
MYAM
488
Meiji Yasuda Asset Management
Japan
$261K +$44.3K +90 +20%
TFCP
489
Twin Focus Capital Partners
Massachusetts
$259K -$44.8K -91 -15%
VAS
490
Vestmark Advisory Solutions
Massachusetts
$255K -$2.22M -4,516 -90%
AR
491
Advisory Research
Illinois
$254K -$66.5K -135 -21%
BFA
492
Benedict Financial Advisors
Georgia
$254K – – –
AAM
493
Advisors Asset Management
Colorado
$254K +$15.3K +31 +6%
EDRIA
494
Edmonds Duncan Registered Investment Advisors
Kansas
$253K +$43.8K +89 +21%
Baird Financial Group
495
Baird Financial Group
Wisconsin
$252K -$46.3K -94 -16%
AT
496
American Trust
Kentucky
$252K -$75.4K -153 -23%
ACA
497
Affinity Capital Advisors
California
$251K -$9.36K -19 -4%
PFWA
498
Paces Ferry Wealth Advisors
Georgia
$251K -$6.4K -13 -2%
BAM
499
Berkshire Asset Management
Pennsylvania
$249K -$22.2K -45 -8%
BP
500
Ballentine Partners
Massachusetts
$248K -$2.46K -5 -1%
18 19
20
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