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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
501
Edge Capital Group
Georgia
$98.2K +$98.2K +229 New
QC
502
Quent Capital
New York
$96K +$12K +28 +14%
BAM
503
Belpointe Asset Management
Nevada
$94.3K +$7.72K +18 +9%
CFG
504
CKW Financial Group
Hawaii
$87K – – –
NA
505
NewEdge Advisors
Louisiana
$85.8K -$96.5K -225 -53%
SIC
506
Salem Investment Counselors
North Carolina
$81K – – –
MCM
507
Manchester Capital Management
Vermont
$78.9K +$78.9K +184 New
National Bank of Canada
508
National Bank of Canada
Quebec, Canada
$75.9K +$424 +1 +0.6%
ACM
509
Adalta Capital Management
New York
$73K – – –
ATC
510
Adirondack Trust Company
New York
$68.6K – – –
IFAM
511
Institutional & Family Asset Management
Colorado
$66.9K -$4.72K -11 -7%
KFS
512
Kelly Financial Services
Massachusetts
$60.9K -$2.14K -5 -3%
TFM
513
TFC Financial Management
Massachusetts
$59.2K +$59.2K +138 New
FFA
514
Farther Finance Advisors
California
$57K -$3K -7 -5%
CT
515
Cambridge Trust
Massachusetts
$56.6K -$21K -49 -27%
WTA
516
Washington Trust Advisors
Massachusetts
$56.2K -$1.29K -3 -2%
GAAM
517
Guinness Atkinson Asset Management
California
$54.9K -$6.86K -16 -11%
LFA
518
Level Financial Advisors
New York
$53.6K +$32.2K +75 +150%
QCG
519
Quadrant Capital Group
Ohio
$52.3K -$14.1K -33 -21%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$52K -$852 -2 -2%
KFP
521
KB Financial Partners
New Jersey
$49K – – –
UB
522
UMB Bank
Missouri
$48.9K – – –
SAM
523
Sycomore Asset Management
France
$47K -$4.89M -12,280 -99%
Lazard Asset Management
524
Lazard Asset Management
New York
$46K +$28.5K +67 +163%
AF
525
Allworth Financial
California
$43.7K +$11.1K +26 +34%
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