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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
501
Catalyst Financial Partners
Massachusetts
$267K -$11K -19 -4%
WJWM
502
Williams Jones Wealth Management
New York
$264K – – –
MAS
503
Meeder Advisory Services
Ohio
$261K -$25K -43 -9%
EWA
504
EverSource Wealth Advisors
Alabama
$257K +$1.16K +2 +0.5%
CMI
505
Clare Market Investments
Texas
$255K – – –
C
506
Covestor
United Kingdom
$255K +$238K +409 +1,410%
MLM
507
Mount Lucas Management
Pennsylvania
$254K +$254K +437 New
CCM
508
Coldstream Capital Management
Washington
$250K +$250K +431 New
BP
509
Ballentine Partners
Massachusetts
$248K -$44.7K -77 -15%
FFA
510
Founders Financial Alliance
North Carolina
$247K -$96.4K -166 -28%
Baird Financial Group
511
Baird Financial Group
Wisconsin
$247K -$49.9K -86 -17%
OR
512
Olympiad Research
Connecticut
$245K -$72K -124 -23%
AC
513
Avestar Capital
New York
$243K -$20.9K -36 -8%
CC
514
Cipher Capital
New York
$237K -$5.81K -10 -2%
CAM
515
Claret Asset Management
Quebec, Canada
$235K +$235K +405 New
CIAS
516
Capital Investment Advisory Services
North Carolina
$233K -$6.97K -12 -3%
BWCS
517
Beirne Wealth Consulting Services
Connecticut
$233K +$233K +401 New
UM
518
UniSuper Management
Australia
$232K – – –
FAM
519
Flaharty Asset Management
Florida
$232K – – –
CG
520
Caprock Group
Idaho
$226K +$226K +389 New
WAM
521
Weiss Asset Management
Massachusetts
$225K +$225K +388 New
QCM
522
QRG Capital Management
Illinois
$224K +$224K +386 New
PWS
523
Peterson Wealth Services
Utah
$224K +$224K +385 New
IWM
524
IHT Wealth Management
Illinois
$222K +$222K +382 New
WS
525
Wedbush Securities
California
$221K +$221K +380 New
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