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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
526
Hilltop Holdings
Texas
$205K +$205K +386 New
GCP
527
GSA Capital Partners
United Kingdom
$205K -$201K -377 -49%
WWM
528
Wolff Wiese Magana
California
$204K – – –
VSQM
529
V-Square Quantitative Management
Illinois
$203K +$203K +381 New
WS
530
Wedbush Securities
California
$202K +$202K +380 New
HNB
531
Huntington National Bank
Ohio
$200K +$5.85K +11 +3%
APW
532
Acima Private Wealth
Virginia
$195K – – –
NIMI
533
Natixis Investment Managers International
France
$193K +$23.9K +45 +14%
TC
534
Truvestments Capital
Florida
$181K -$76.6K -144 -30%
HI
535
Horizon Investments
North Carolina
$167K +$33K +62 +25%
UM
536
UniSuper Management
Australia
$160K +$160K +300 New
CA
537
Clearstead Advisors
Ohio
$158K +$13.3K +25 +9%
KI
538
Kapitalo Investimentos
Brazil
$152K +$152K +285 New
HWA
539
HHM Wealth Advisors
Tennessee
$140K – – –
SAM
540
Sycomore Asset Management
France
$131K +$69.2K +132 +112%
CSPIA
541
Cary Street Partners Investment Advisory
Virginia
$122K +$112K +210 +1,105%
SS
542
Sunbelt Securities
Texas
$120K -$13.3K -25 -10%
QC
543
Quent Capital
New York
$119K – – –
NA
544
NewEdge Advisors
Louisiana
$108K +$1.6K +3 +2%
CFG
545
CKW Financial Group
Hawaii
$108K – – –
AA
546
Ancora Advisors
Ohio
$107K -$191K -359 -64%
SIC
547
Salem Investment Counselors
North Carolina
$106K +$5.32K +10 +5%
HIA
548
Harbor Investment Advisory
Maryland
$99.1K +$99.1K +89,547 +526,747%
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$96.3K +$66.4K +397 +222%
ATC
550
Adirondack Trust Company
New York
$92.9K – – –
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