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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
501
Synergy Financial Group
California
$482K +$159K +270 +49%
PL
502
Perpetual Ltd
Australia
$477K -$10K -17 -2%
CC
503
Centiva Capital
New York
$474K +$474K +804 New
OAM
504
Ostrum Asset Management
France
$474K +$41.9K +71 +10%
Nomura Holdings
505
Nomura Holdings
Japan
$464K +$464K +787 New
MWM
506
Moran Wealth Management
Florida
$445K +$144K +245 +48%
MYAM
507
Meiji Yasuda Asset Management
Japan
$444K +$48.4K +82 +12%
SW
508
Simplicity Wealth
New Jersey
$439K +$7.67K +13 +2%
BFG
509
Bleakley Financial Group
New Jersey
$439K +$7.67K +13 +2%
MAS
510
Meeder Advisory Services
Ohio
$438K +$150K +255 +52%
BCM
511
BluePath Capital Management
Georgia
$435K -$77.9K -132 -15%
WSFG
512
Wall Street Financial Group
Illinois
$433K +$433K +735 New
FCM
513
Fourpath Capital Management
Oklahoma
$426K -$18.3K -31 -4%
AAS
514
Avantax Advisory Services
Texas
$423K +$215K +364 +103%
PFM
515
Peak Financial Management
Massachusetts
$422K -$8.85K -15 -2%
Empower Advisory Group
516
Empower Advisory Group
Colorado
$421K +$590 +1 +0.1%
AIM
517
Arcadia Investment Management
Michigan
$413K – – –
HWM
518
HB Wealth Management
Georgia
$412K -$114K -194 -22%
FRM
519
Fox Run Management
Connecticut
$402K -$590K -1,001 -60%
BRWA
520
B. Riley Wealth Advisors
Florida
$392K -$252K -427 -39%
RIM
521
Rakuten Investment Management
Japan
$388K +$145K +248 +60%
CCIA
522
Cherry Creek Investment Advisors
Colorado
$381K – – –
PWM
523
Perigon Wealth Management
California
$381K +$381K +646 New
SWA
524
Stratos Wealth Advisors
Ohio
$380K +$380K +645 New
CCG
525
Capital CS Group
California
$376K +$376K +638 New
19 20
21
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