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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$533M
2
BlackRock
BlackRock
New York
+$248M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$147M
4
Two Sigma Investments
Two Sigma Investments
New York
+$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$81.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$199M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$167M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$153M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$142M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
501
Personal Capital Advisors
California
$224K +$12.5K +19 +6%
CMI
502
Clare Market Investments
Texas
$221K -$237K -360 -52%
CI
503
Cigna Investments
Connecticut
$219K – – –
FNC
504
First National Corp
Massachusetts
$219K – – –
HWA
505
HHM Wealth Advisors
Tennessee
$214K +$1.32K +2 +0.6%
MYLI
506
Meiji Yasuda Life Insurance
Japan
$212K -$104K -158 -33%
PPW
507
Pinnacle Private Wealth
Massachusetts
$211K +$211K +320 New
DWP
508
Destiny Wealth Partners
Florida
$208K – – –
AT
509
American Trust
Kentucky
$206K +$206K +313 New
EN1L
510
Engine No 1 LLC
California
$203K +$203K +308 New
EDRIA
511
Edmonds Duncan Registered Investment Advisors
Kansas
$201K +$21.7K +48 +12%
MG
512
Mather Group
Illinois
$200K -$5.26K -8 -3%
AIM
513
ARK Investment Management
Florida
$194K +$194K +294 New
Lazard Asset Management
514
Lazard Asset Management
New York
$192K -$617K -941 -76%
EMFAT
515
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K -$233K -354 -55%
AAM
516
Advisors Asset Management
Colorado
$189K +$117K +177 +162%
AS
517
Altshuler Shaham
Israel
$185K -$76K -115 -29%
EWA
518
EverSource Wealth Advisors
Alabama
$168K +$168K +255 New
PCH
519
Polar Capital Holdings
United Kingdom
$165K -$81.2K -123,178 -33%
GA
520
GraniteShares Advisors
New York
$150K +$150K +228 New
GAAM
521
Guinness Atkinson Asset Management
California
$145K – – –
FHA
522
First Horizon Advisors
Tennessee
$144K -$19K -29 -12%
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$144K +$27K +41 +23%
BAM
524
Belpointe Asset Management
Nevada
$135K -$3.29K -5 -2%
CFG
525
CKW Financial Group
Hawaii
$130K – – –
19 20
21
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