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HubSpot
HUBS

Overview Fund Activity

542 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+38
Holders Change %
+7.54%
% of All Funds
9.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
100
Increased
193
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
$357M
2
Jennison Associates
Jennison Associates
New York
$406M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.23B
4
NPCM
North Peak Capital Management
New York
$131M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
WA
Wasatch Advisors
Utah
$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B
3
Invesco
Invesco
Georgia
$364M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$189M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
501
Front Row Advisors
California
$19K -$1.97K -3 -9%
EARNEST Partners
502
EARNEST Partners
Georgia
$19K – – –
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$19K +$5.94K +10 +45%
AIP
504
Ameritas Investment Partners
Nebraska
$17K – – –
EWA
505
Evolution Wealth Advisors
Florida
$17K +$3.52K +6 +26%
PAI
506
Pittenger & Anderson Inc
Nebraska
$15K +$1.8K +3 +14%
NIM
507
NuWave Investment Management
New Jersey
$14K -$85.2K -146 -86%
WAS
508
Winch Advisory Services
Wisconsin
$13K -$8.27K -14 -39%
SA
509
SRH Advisors
Kansas
$12K – – –
CFO
510
CVA Family Office
Colorado
$12K +$12K +20 New
AF
511
Advisornet Financial
Minnesota
$11K – – –
TWA
512
TCI Wealth Advisors
Arizona
$10K +$6.11K +11 +157%
COCM
513
Charter Oak Capital Management
New Hampshire
$9K – – –
ADL
514
Asset Dedication LLC
California
$9K +$9K +15 New
AA
515
Ancora Advisors
Ohio
$9K +$9K +16 New
KTC
516
Kistler-Tiffany Companies
Pennsylvania
$8K +$2.86K +5 +56%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$6.77K +11 +550%
GWS
518
Glassman Wealth Services
Virginia
$8K +$7.43K +13 +1,300%
CHA
519
Carmichael Hill & Associates
Maryland
$7K – – –
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +12 New
AWM
521
Activest Wealth Management
Florida
$6K -$18K -30 -75%
HR
522
Howe & Rusling
New York
$6K – – –
CFD
523
Creative Financial Designs
Indiana
$6K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$6K – – –
HPC
525
HM Payson & Co
Maine
$5K -$122K -195 -96%
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