HUBS icon

HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
476
Golden State Equity Partners
California
$315K +$2.9K +5 +0.9%
OAM
477
Ostrum Asset Management
France
$311K -$419K -721 -57%
MCP
478
Mirador Capital Partners
California
$311K +$311K +536 New
MYAM
479
Meiji Yasuda Asset Management
Japan
$308K – – –
BFA
480
Benedict Financial Advisors
Georgia
$299K – – –
OTPPB
481
Ontario Teachers' Pension Plan Board
Ontario, Canada
$298K -$706K -1,216 -70%
AWM
482
Apollon Wealth Management
South Carolina
$298K +$15.1K +26 +5%
IGAM
483
iA Global Asset Management
Quebec, Canada
$298K +$298K +513 New
PFWA
484
Paces Ferry Wealth Advisors
Georgia
$298K +$2.32K +4 +0.8%
ACA
485
Affinity Capital Advisors
California
$296K – – –
VAS
486
Vestmark Advisory Solutions
Massachusetts
$294K -$6.39K -11 -2%
BAM
487
Berkshire Asset Management
Pennsylvania
$293K -$581 -1 -0.2%
SGM
488
Scalar Gauge Management
Texas
$290K +$290K +500 New
SC
489
Shay Capital
New York
$290K +$290K +500 New
LOAMU
490
Lombard Odier Asset Management (USA)
New York
$289K -$237K -409 -45%
GWSG
491
GPS Wealth Strategies Group
Colorado
$289K – – –
SWP
492
Stratos Wealth Partners
Ohio
$286K +$5.81K +10 +2%
CI
493
Cigna Investments
Connecticut
$284K -$4.66K -8 -2%
BBHC
494
Brown Brothers Harriman & Co
New York
$280K -$109K -188 -28%
EA
495
Everpar Advisors
Oklahoma
$277K +$277K +477 New
FAFN
496
First Affirmative Financial Network
Colorado
$276K +$276K +475 New
AI
497
Accredited Investors
Minnesota
$275K – – –
GSIS
498
Global Strategic Investment Solutions
Arizona
$273K -$2.9K -5 -1%
PFG
499
Prosperity Financial Group
California
$269K +$9.87K +17 +4%
SFG
500
Synergy Financial Group
California
$267K -$13.4K -23 -5%
18 19
20
21 22