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HubSpot

594 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+52
Holders Change %
+9.59%
% of All Funds
10.43%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
216
Reduced
193
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
RFWA
526
RPg Family Wealth Advisory
Massachusetts
$42.6K
IA
527
IFP Advisors
Florida
$36K +$692 +1 +2%
LF
528
Lee Financial
Texas
$35K -$4.71K -7 -12%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$35K +$3.37K +5 +11%
SSB
530
Sandy Spring Bank
Maryland
$34K
SOW
531
State of Wyoming
Wyoming
$32K +$32K +48 New
HIA
532
Harbor Investment Advisory
Maryland
$29K
CAM
533
Close Asset Management
United Kingdom
$29K
WAS
534
Winch Advisory Services
Wisconsin
$28K +$13K +19 +86%
AWM
535
Activest Wealth Management
Florida
$27K +$20.3K +30 +300%
EWA
536
Evolution Wealth Advisors
Florida
$26K +$6.67K +10 +34%
ST
537
Smithfield Trust
Pennsylvania
$25K
EARNEST Partners
538
EARNEST Partners
Georgia
$22K
BIA
539
Bell Investment Advisors
California
$22K +$22K +33 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$21K -$677 -1 -3%
FRA
541
Front Row Advisors
California
$20K
AIP
542
Ameritas Investment Partners
Nebraska
$20K
NFSG
543
Newbridge Financial Services Group
Florida
$20K +$20K +30 New
PAI
544
Pittenger & Anderson Inc
Nebraska
$17K
AF
545
Advisornet Financial
Minnesota
$16K +$3.33K +5 +26%
TWA
546
TCI Wealth Advisors
Arizona
$15K +$2.73K +4 +22%
PB
547
Pinnacle Bancorp
Nebraska
$15K +$15K +22 New
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$14K -$189K -270 -93%
SA
549
SRH Advisors
Kansas
$14K
BWA
550
BDO Wealth Advisors
Florida
$14K +$14K +20 New