HUBS icon

HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Parallel Advisors
California
$376K +$5.9K +10 +2%
DT
527
Diversified Trust
Tennessee
$373K +$4.13K +7 +1%
WAG
528
Winthrop Advisory Group
Massachusetts
$373K -$5.9K -10 -2%
OIA
529
OneDigital Investment Advisors
Kansas
$372K +$372K +630 New
FHA
530
First Horizon Advisors
Tennessee
$371K +$20.6K +35 +6%
TSS
531
Two Sigma Securities
New York
$370K -$1.87M -3,177 -83%
YCM
532
Yousif Capital Management
Michigan
$370K +$1.77K +3 +0.5%
MYIA
533
Mount Yale Investment Advisors
Colorado
$361K +$361K +612 New
BWP
534
Baldwin Wealth Partners
Massachusetts
$360K – – –
EA
535
Emerald Advisers
Pennsylvania
$359K -$99.1K -168 -22%
TCM
536
Teza Capital Management
Illinois
$359K +$359K +608 New
PCMH
537
Polymer Capital Management (HK)
Hong Kong
$354K +$118K +200 +50%
OHWP
538
Oak Harbor Wealth Partners
North Carolina
$352K – – –
FZCM
539
Flynn Zito Capital Management
New York
$349K -$151K -256 -30%
SFA
540
Sequoia Financial Advisors
Ohio
$348K +$34.8K +59 +11%
Lazard Asset Management
541
Lazard Asset Management
New York
$347K -$304K -517 -47%
CAPTRUST Financial Advisors
542
CAPTRUST Financial Advisors
North Carolina
$346K +$32.5K +55 +10%
SWP
543
Stratos Wealth Partners
Ohio
$346K +$14.2K +24 +4%
HI
544
Harbour Investments
Wisconsin
$340K -$1.18K -2 -0.3%
CG
545
Caprock Group
Idaho
$340K +$78.4K +133 +30%
CT
546
Coastline Trust
Rhode Island
$339K – – –
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$338K +$1.18K +2 +0.4%
AFG
548
Albion Financial Group
Utah
$336K -$590 -1 -0.2%
CPBTD
549
Central Pacific Bank - Trust Division
Hawaii
$336K -$115K -195 -25%
BFS
550
Bradley Foster & Sargent
Connecticut
$336K +$10.6K +18 +3%
20 21
22
23 24