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HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
526
Sunbelt Securities
Texas
$256K +$108K +173 +74%
DWA
527
Delap Wealth Advisory
Oregon
$253K +$253K +404 New
MLM
528
Mount Lucas Management
Pennsylvania
$252K -$21.9K -35 -8%
FAM
529
Flaharty Asset Management
Florida
$251K
ATFA
530
All Terrain Financial Advisors
Minnesota
$251K +$251K +400 New
PCMH
531
Polymer Capital Management (HK)
Hong Kong
$251K +$251K +400 New
Connor, Clark & Lunn Investment Management (CC&L)
532
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$251K +$251K +400 New
EWS
533
Eagle Wealth Strategies
New Jersey
$246K +$13.4K +21 +6%
CAM
534
Claret Asset Management
Quebec, Canada
$241K -$12.5K -20 -5%
IWM
535
IHT Wealth Management
Illinois
$240K +$627 +1 +0.3%
BL
536
Balentine LLC
Georgia
$239K +$239K +382 New
BTI
537
Blue Trust Inc
Georgia
$236K +$97.7K +156 +71%
AWM
538
Apollon Wealth Management
South Carolina
$230K -$92.8K -148 -29%
APW
539
Acima Private Wealth
Virginia
$229K
TFM
540
TFC Financial Management
Massachusetts
$227K
FP
541
Foundry Partners
Minnesota
$226K
WA
542
Wealth Alliance
New York
$226K -$11.9K -19 -5%
OC
543
Oarsman Capital
Wisconsin
$225K
AAS
544
Avantax Advisory Services
Texas
$222K +$5.64K +9 +3%
PCM
545
Prelude Capital Management
New York
$221K -$545K -870 -71%
CAG
546
Csenge Advisory Group
Florida
$219K +$219K +350 New
FTWA
547
Fifth Third Wealth Advisors
Ohio
$219K +$219K +349 New
C
548
Certuity
Florida
$216K -$1.25K -2 -0.6%
WMA
549
West Michigan Advisors
Michigan
$216K -$19.4K -31 -8%
BAM
550
Belpointe Asset Management
Nevada
$214K -$2.51K -4 -1%