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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
501
Brown Brothers Harriman & Co
New York
$295K +$38.8K +73 +15%
SWP
502
Stratos Wealth Partners
Ohio
$295K -$17K -32 -5%
AAS
503
Avantax Advisory Services
Texas
$293K -$88.2K -166 -23%
CCG
504
Capital CS Group
California
$293K -$45.7K -86 -13%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$288K -$17K -32 -6%
BP
506
Ballentine Partners
Massachusetts
$287K +$22.3K +42 +8%
I
507
InceptionR
California
$286K +$286K +538 New
CFP
508
Catalyst Financial Partners
Massachusetts
$276K -$10.6K -20 -4%
CA
509
Cannon Advisors
North Carolina
$274K +$274K +512 New
BFA
510
Benedict Financial Advisors
Georgia
$274K – – –
IAS
511
Insigneo Advisory Services
Florida
$273K +$1.6K +3 +0.6%
PFWA
512
Paces Ferry Wealth Advisors
Georgia
$272K +$3.19K +6 +1%
SFI
513
Siemens Fonds Invest
Germany
$272K +$272K +512 New
CI
514
Cigna Investments
Connecticut
$271K – – –
GWSG
515
GPS Wealth Strategies Group
Colorado
$270K – – –
WF
516
Welch & Forbes
Massachusetts
$269K +$13.3K +25 +5%
FFS
517
Founders Financial Securities
Maryland
$262K +$4.78K +9 +2%
HI
518
Horizon Investments
North Carolina
$262K +$4.78K +9 +2%
AI
519
Accredited Investors
Minnesota
$251K – – –
CAM
520
Claret Asset Management
Quebec, Canada
$249K +$1.06K +2 +0.4%
GS
521
GTS Securities
New York
$247K -$4.4M -8,275 -95%
GSIS
522
Global Strategic Investment Solutions
Arizona
$247K – – –
RRCM
523
Rappaport Reiches Capital Management
Illinois
$245K -$21.3K -40 -8%
DWT
524
Dorsey & Whitney Trust
South Dakota
$241K +$241K +453 New
MLL
525
Moody Lynn & Lieberson
Massachusetts
$240K +$53.7K +101 +29%
19 20
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