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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
501
GPS Wealth Strategies Group
Colorado
$245K +$29.1K +59 +13%
CI
502
Cigna Investments
Connecticut
$244K – – –
MAS
503
Meeder Advisory Services
Ohio
$242K -$59.1K -120 -20%
RFC
504
Regions Financial Corp
Alabama
$242K -$297K -603 -55%
WAG
505
Winthrop Advisory Group
Massachusetts
$242K -$9.85K -20 -4%
AWM
506
Apollon Wealth Management
South Carolina
$240K +$240K +488 New
SFG
507
Synergy Financial Group
California
$238K – – –
SWP
508
Stratos Wealth Partners
Ohio
$237K +$9.36K +19 +4%
CM
509
Capula Management
Cayman Islands
$236K +$236K +480 New
CFP
510
Catalyst Financial Partners
Massachusetts
$236K -$7.39K -15 -3%
GSIS
511
Global Strategic Investment Solutions
Arizona
$234K – – –
AI
512
Accredited Investors
Minnesota
$233K +$2.46K +5 +1%
GT
513
Glenmede Trust
Pennsylvania
$231K +$231K +469 New
SFA
514
Sequoia Financial Advisors
Ohio
$228K +$2.46K +5 +1%
WJWM
515
Williams Jones Wealth Management
New York
$224K – – –
AC
516
Avestar Capital
New York
$224K +$12.3K +25 +6%
PFG
517
Prosperity Financial Group
California
$220K +$12.3K +25 +6%
EWA
518
EverSource Wealth Advisors
Alabama
$217K -$2.96K -6 -1%
CMI
519
Clare Market Investments
Texas
$217K +$19.7K +40 +10%
ESCM
520
Echo Street Capital Management
New York
$217K +$217K +440 New
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$209K -$6.4K -13 -3%
CC
522
Cipher Capital
New York
$206K -$1.33M -2,695 -87%
CIAS
523
Capital Investment Advisory Services
North Carolina
$204K – – –
VSQM
524
V-Square Quantitative Management
Illinois
$204K +$16.3K +33 +9%
FAM
525
Flaharty Asset Management
Florida
$197K – – –
19 20
21
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