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HubSpot

594 hedge funds and large institutions have $28.9B invested in HubSpot in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 216 increasing their positions, 193 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
+52
Holders Change %
+9.59%
% of All Funds
10.43%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
109
Increased
216
Reduced
193
Closed
53
Calls
$411M
Puts
$886M
Net Calls
-$474M
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
551
Allworth Financial
California
$12K +$12K +18 New
AA
552
Ancora Advisors
Ohio
$11K
GWS
553
Glassman Wealth Services
Virginia
$11K +$1.94K +3 +21%
CCA
554
Catalyst Capital Advisors
New York
$11K +$11K +16 New
CWC
555
Carolinas Wealth Consulting
North Carolina
$11K +$11K +17 New
COCM
556
Charter Oak Capital Management
New Hampshire
$10K
TCWM
557
Total Clarity Wealth Management
Illinois
$10K +$10K +15 New
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$9K
VCM
559
Vigilant Capital Management
Maine
$9K +$9K +14 New
KIG
560
Kowal Investment Group
Wisconsin
$9K +$9K +14 New
CFGS
561
Concourse Financial Group Securities
Alabama
$9K +$9K +14 New
CHA
562
Carmichael Hill & Associates
Maryland
$8K
LWCFA
563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
CFA
564
Carroll Financial Associates
North Carolina
$8K +$8K +12 New
HR
565
Howe & Rusling
New York
$7K
PWMG
566
Prestige Wealth Management Group
New Jersey
$7K
CFD
567
Creative Financial Designs
Indiana
$7K
VNA
568
Valley National Advisers
Pennsylvania
$7K +$3.82K +6 +120%
TF
569
TimeScale Financial
Massachusetts
$7K +$7K +10 New
JWA
570
JFS Wealth Advisors
Pennsylvania
$7K +$7K +10 New
TFA
571
Toth Financial Advisory
Virginia
$7K +$7K +10 New
SSC
572
Syverson Strege & Co
Iowa
$7K +$7K +10 New
APC
573
Aspire Private Capital
North Carolina
$7K +$7K +10 New
WPA
574
West Paces Advisors
Georgia
$5.41K
BFC
575
Bedel Financial Consulting
Indiana
$5K