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HubSpot
HUBS

Overview Fund Activity

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$284M
2
LPC
2
Lone Pine Capital
Connecticut
$212M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$536M
4
BlackRock
4
BlackRock
New York
$1.75B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$154M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$472M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$119M
3
Invesco
3
Invesco
Georgia
$202M
4
Goldman Sachs
4
Goldman Sachs
New York
$311M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quent Capital
New York
$98K +$4.76K +10 +5%
CT
502
Cambridge Trust
Massachusetts
$92K +$32.7K +69 +55%
SIC
503
Salem Investment Counselors
North Carolina
$90K – – –
HIA
504
Harbor Investment Advisory
Maryland
$83K +$62.6K +132 +307%
SCA
505
Sandy Cove Advisors
Massachusetts
$82K – – –
Lazard Asset Management
506
Lazard Asset Management
New York
$81K -$55.4K -119 -41%
QCG
507
Quadrant Capital Group
Ohio
$78K -$1.89K -4 -2%
ATC
508
Adirondack Trust Company
New York
$76K – – –
National Bank of Canada
509
National Bank of Canada
Quebec, Canada
$73K -$16.6K -35 -19%
HWMA
510
Heritage Wealth Management (Arizona)
Arizona
$72K +$72K +152 New
EWA
511
EverSource Wealth Advisors
Alabama
$71K -$48.1K -103 -40%
CA
512
Clearstead Advisors
Ohio
$67K – – –
EDRH
513
Edmond de Rothschild Holding
Switzerland
$66K +$14.7K +31 +29%
HNB
514
Huntington National Bank
Ohio
$65K +$14.8K +31 +30%
Baillie Gifford & Co
515
Baillie Gifford & Co
United Kingdom
$63K +$3.82K +8 +6%
APA
516
American Portfolios Advisors
New York
$60.8K +$475 +1 +0.8%
IFAM
517
Institutional & Family Asset Management
Colorado
$59K +$13.7K +29 +30%
FHA
518
First Horizon Advisors
Tennessee
$58K -$47.5K -99 -45%
WT
519
Whittier Trust
California
$58K +$1.43K +3 +3%
AWA
520
Aaron Wealth Advisors
Illinois
$51K +$51K +24,221 New
BFEC
521
Benjamin F. Edwards & Company
Missouri
$50K – – –
BDWM
522
Brewin Dolphin Wealth Management
Ireland
$50K – – –
CLOS
523
Compagnie Lombard Odier SCmA
Switzerland
$47K – – –
AIP
524
Ahrens Investment Partners
Louisiana
$47K – – –
EC
525
Elequin Capital
New York
$43K +$43K +90 New
19 20
21
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