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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
526
Wealth Alliance
New York
$220K +$220K +379 New
WMA
527
West Michigan Advisors
Michigan
$218K +$218K +376 New
HNB
528
Huntington National Bank
Ohio
$216K -$1.74K -3 -0.8%
APW
529
Acima Private Wealth
Virginia
$212K – – –
EWS
530
Eagle Wealth Strategies
New Jersey
$212K +$212K +365 New
CA
531
Cetera Advisors
Colorado
$211K +$211K +364 New
PFS
532
Prospera Financial Services
Texas
$211K +$211K +364 New
FPAS
533
Focus Partners Advisor Solutions
Missouri
$211K +$211K +363 New
TFM
534
TFC Financial Management
Massachusetts
$210K – – –
FP
535
Foundry Partners
Minnesota
$210K +$210K +361 New
PPP
536
Private Portfolio Partners
New Jersey
$210K +$210K +361 New
OC
537
Oarsman Capital
Wisconsin
$208K +$208K +359 New
HI
538
Horizon Investments
North Carolina
$206K +$9.29K +16 +5%
FFS
539
Founders Financial Securities
Maryland
$206K +$206K +355 New
MW
540
Marcum Wealth
Ohio
$204K +$204K +351 New
WWM
541
Wolff Wiese Magana
California
$203K -$11K -19 -5%
C
542
Certuity
Florida
$201K +$201K +347 New
BAM
543
Belpointe Asset Management
Nevada
$201K +$201K +346 New
AAS
544
Avantax Advisory Services
Texas
$200K +$200K +345 New
NIMI
545
Natixis Investment Managers International
France
$193K +$33.1K +57 +21%
Bessemer Group
546
Bessemer Group
New Jersey
$174K -$219K -377 -56%
BWM
547
Baystate Wealth Management
Massachusetts
$168K +$168K +289 New
Loomis, Sayles & Company
548
Loomis, Sayles & Company
Massachusetts
$167K +$4.66K +8 +3%
HWA
549
HHM Wealth Advisors
Tennessee
$153K – – –
FFA
550
Farther Finance Advisors
California
$138K +$50.6K +87 +58%
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