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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.24B
2
BlackRock
BlackRock
New York
$2.25B
3
TD Asset Management
TD Asset Management
Ontario, Canada
$257M
4
Two Sigma Investments
Two Sigma Investments
New York
$131M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$393M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$63M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$10.3M
3
WRCM
Whale Rock Capital Management
Massachusetts
$383M
4
Allianz Asset Management
Allianz Asset Management
Germany
$155M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
526
Penserra Capital Management
California
$129K -$2.66M -4,064 -95%
QC
527
Quent Capital
New York
$129K +$129K +196 New
WTA
528
Washington Trust Advisors
Massachusetts
$128K +$128K +194 New
SIC
529
Salem Investment Counselors
North Carolina
$125K – – –
National Bank of Canada
530
National Bank of Canada
Quebec, Canada
$125K +$125K +189 New
NL
531
NVWM LLC
Pennsylvania
$118K +$23.7K +36 +25%
SCA
532
Sandy Cove Advisors
Massachusetts
$113K +$113K +172 New
QCG
533
Quadrant Capital Group
Ohio
$111K +$9.85K +15 +10%
ATC
534
Adirondack Trust Company
New York
$105K – – –
IA
535
IFP Advisors
Florida
$104K +$69.8K +106 +204%
CA
536
Clearstead Advisors
Ohio
$94K -$70.2K -106 -43%
CFB
537
Cullen/Frost Bankers
Texas
$92K – – –
FAG
538
Fortitude Advisory Group
Washington
$88K +$88K +134 New
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$86K +$86K +130 New
APA
540
American Portfolios Advisors
New York
$83.7K -$155K -235 -65%
MC
541
Maverick Capital
Texas
$83K -$792K -1,203 -91%
Baillie Gifford & Co
542
Baillie Gifford & Co
United Kingdom
$82K -$5.29K -8 -6%
CT
543
Cambridge Trust
Massachusetts
$82K +$82K +125 New
WT
544
Whittier Trust
California
$78K – – –
AIL
545
AGF Investments LLC
Ontario, Canada
$72K +$72K +109 New
EDRH
546
Edmond de Rothschild Holding
Switzerland
$71K +$71K +108 New
HNB
547
Huntington National Bank
Ohio
$69K – – –
BFEC
548
Benjamin F. Edwards & Company
Missouri
$69K +$3.29K +5 +5%
BDWM
549
Brewin Dolphin Wealth Management
Ireland
$69K +$19.7K +30 +40%
KFP
550
KB Financial Partners
New Jersey
$67K +$67K +101 New
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