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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
501
Stratos Wealth Partners
Ohio
$246K +$246K +463 New
SFA
502
Sequoia Financial Advisors
Ohio
$243K +$243K +457 New
WJWM
503
Williams Jones Wealth Management
New York
$242K +$242K +454 New
EWA
504
EverSource Wealth Advisors
Alabama
$238K +$28.7K +54 +14%
CCM
505
Coldstream Capital Management
Washington
$237K -$20.2K -38 -8%
MYAM
506
Meiji Yasuda Asset Management
Japan
$234K +$234K +440 New
GWSG
507
GPS Wealth Strategies Group
Colorado
$234K +$10.6K +20 +5%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$233K +$233K +438 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$233K +$12.8K +24 +6%
TFM
510
TFC Financial Management
Massachusetts
$231K +$158K +297 +215%
PPP
511
Private Portfolio Partners
New Jersey
$229K -$21.3K -40 -8%
CA
512
Cetera Advisors
Colorado
$229K -$20.2K -38 -8%
AC
513
Avestar Capital
New York
$228K +$228K +429 New
EDRIA
514
Edmonds Duncan Registered Investment Advisors
Kansas
$226K +$226K +425 New
PFG
515
Prosperity Financial Group
California
$224K +$224K +421 New
CIAS
516
Capital Investment Advisory Services
North Carolina
$220K +$220K +414 New
EDRH
517
Edmond de Rothschild Holding
Switzerland
$219K -$179K -336 -45%
WMA
518
West Michigan Advisors
Michigan
$215K +$215K +404 New
CAM
519
Claret Asset Management
Quebec, Canada
$214K -$58.6K -110 -21%
Bessemer Group
520
Bessemer Group
New Jersey
$214K – – –
CMI
521
Clare Market Investments
Texas
$213K +$213K +400 New
GC
522
Gilbert & Cook
Iowa
$213K +$213K +400 New
FAM
523
Flaharty Asset Management
Florida
$213K +$213K +400 New
UCFA
524
United Capital Financial Advisors
Texas
$212K -$51.1K -96 -19%
IWM
525
IHT Wealth Management
Illinois
$206K +$206K +387 New
19 20
21
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