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HubSpot
HUBS

Overview Fund Activity

581 hedge funds and large institutions have $13B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 178 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-45
Holders Change %
-7.19%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
71
Increased
240
Reduced
178
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$161M
2
NPCM
2
North Peak Capital Management
New York
$112M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$398M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$53.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$83.1M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
SM
2
SCGE Management
California
$321M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$556M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$609M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
526
Glassman Wealth Services
Virginia
$5K +$2.65K +9 +113%
CMP
527
Coston McIsaac & Partners
Maine
$5K +$5K +15 New
AF
528
Advisornet Financial
Minnesota
$4K -$16K -48 -80%
JWA
529
JFS Wealth Advisors
Pennsylvania
$4K -$286 -1 -7%
CHA
530
Carmichael Hill & Associates
Maryland
$4K – – –
VCM
531
Vigilant Capital Management
Maine
$4K – – –
WBC
532
West Branch Capital
Massachusetts
$4K – – –
CAC
533
Core Alternative Capital
Georgia
$4K +$1K +3 +33%
ODG
534
O'Dell Group
Ohio
$4K +$4K +12 New
BWL
535
Bogart Wealth LLC
Virginia
$4K +$4K +12 New
TCOV
536
Trust Company of Vermont
Vermont
$4K +$4K +14 New
MCC
537
Money Concepts Capital
Florida
$3K -$8.63K -23 -74%
KTC
538
Kistler-Tiffany Companies
Pennsylvania
$3K -$1.67K -5 -36%
CFD
539
Creative Financial Designs
Indiana
$3K – – –
APC
540
Aspire Private Capital
North Carolina
$3K – – –
TFA
541
Toth Financial Advisory
Virginia
$3K – – –
OAJ
542
Ogorek Anthony Joseph
New York
$3K – – –
VNA
543
Valley National Advisers
Pennsylvania
$3K +$300 +1 +11%
PTC
544
Private Trust Company
Ohio
$3K +$3K +9 New
HFS
545
Heritage Financial Services
Massachusetts
$3K +$3K +11 New
WPA
546
West Paces Advisors
Georgia
$2.71K – – –
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$2K -$5.75K -23 -74%
PWMG
548
Prestige Wealth Management Group
New Jersey
$2K -$2.4K -6 -55%
ZB
549
Zions Bancorporation
Utah
$2K -$1.2K -3 -38%
PFGIA
550
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
20 21
22
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