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HubSpot
HUBS

Overview Fund Activity

581 hedge funds and large institutions have $13B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 178 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-45
Holders Change %
-7.19%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
71
Increased
240
Reduced
178
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$161M
2
NPCM
2
North Peak Capital Management
New York
$112M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$398M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$53.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$83.1M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
SM
2
SCGE Management
California
$321M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$556M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$609M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
501
EARNEST Partners
Georgia
$10K – – –
BIA
502
Bell Investment Advisors
California
$10K +$10K +32 New
BDWM
503
Brewin Dolphin Wealth Management
Ireland
$9K -$22.5K -75 -71%
LC
504
Lindbrook Capital
California
$9K -$4.66K -15 -34%
UB
505
UMB Bank
Missouri
$9K – – –
NFSG
506
Newbridge Financial Services Group
Florida
$9K – – –
AIP
507
Ameritas Investment Partners
Nebraska
$9K – – –
PAI
508
Pittenger & Anderson Inc
Nebraska
$9K +$1.5K +5 +20%
LF
509
Lee Financial
Texas
$9K +$2.48K +8 +38%
BTI
510
Blue Trust Inc
Georgia
$9K +$9K +18 New
CA
511
Crewe Advisors
Utah
$9K +$9K +29 New
HFS
512
Hantz Financial Services
Michigan
$8K – – –
BG
513
Bollard Group
Massachusetts
$7K – – –
TWA
514
TCI Wealth Advisors
Arizona
$7K +$583 +2 +9%
FRA
515
Front Row Advisors
California
$7K +$1.17K +4 +20%
SA
516
SRH Advisors
Kansas
$6K – – –
BWM
517
BerganKDV Wealth Management
Minnesota
$6K – – –
BWA
518
BDO Wealth Advisors
Florida
$6K – – –
COCM
519
Charter Oak Capital Management
New Hampshire
$6K – – –
AWM
520
Activest Wealth Management
Florida
$6K – – –
CFO
521
CVA Family Office
Colorado
$6K +$3K +10 +100%
CA
522
CoreCap Advisors
Michigan
$6K +$6K +21 New
AC
523
Armistice Capital
New York
$5.41K +$5.41K +18,000 New
CWP
524
Concord Wealth Partners
Virginia
$5K – – –
RE
525
RBC Europe
United Kingdom
$5K – – –
19 20
21
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