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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
526
Plato Investment Management
Australia
$238K – – –
CGH
527
Crossmark Global Holdings
Texas
$234K -$8.49K -16 -4%
PCM
528
Prelude Capital Management
New York
$233K -$1.39M -2,614 -86%
OR
529
Olympiad Research
Connecticut
$233K – – –
FFA
530
Fi3 Financial Advisors
Indiana
$231K +$231K +435 New
KIM
531
Kestra Investment Management
Texas
$230K +$230K +433 New
IGAM
532
iA Global Asset Management
Quebec, Canada
$223K +$5.85K +11 +3%
ACA
533
Affinity Capital Advisors
California
$221K – – –
CIAS
534
Capital Investment Advisory Services
North Carolina
$219K – – –
SS
535
Sunbelt Securities
Texas
$219K +$2.13K +4 +1%
AWM
536
Ariadne Wealth Management
California
$216K +$216K +335 New
Jacobs Levy Equity Management
537
Jacobs Levy Equity Management
New Jersey
$215K -$3.09M -5,812 -94%
MLM
538
Mount Lucas Management
Pennsylvania
$215K +$5.32K +10 +3%
FAFN
539
First Affirmative Financial Network
Colorado
$214K -$34.6K -65 -14%
FTWA
540
Fifth Third Wealth Advisors
Ohio
$214K -$56.9K -107 -21%
WJWM
541
Williams Jones Wealth Management
New York
$214K -$5.32K -10 -2%
FAM
542
Flaharty Asset Management
Florida
$213K – – –
ATFA
543
All Terrain Financial Advisors
Minnesota
$213K – – –
AIM
544
Aigen Investment Management
New York
$211K +$211K +396 New
Baird Financial Group
545
Baird Financial Group
Wisconsin
$210K -$45.2K -85 -18%
WWM
546
Wolff Wiese Magana
California
$210K +$34K +64 +19%
HH
547
Hilltop Holdings
Texas
$210K +$210K +395 New
EWA
548
EverSource Wealth Advisors
Alabama
$208K -$27.6K -52 -12%
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$207K +$4.25K +8 +2%
WA
550
Wealth Alliance
New York
$205K +$11.7K +22 +6%
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