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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.24B
2
BlackRock
BlackRock
New York
$2.25B
3
TD Asset Management
TD Asset Management
Ontario, Canada
$257M
4
Two Sigma Investments
Two Sigma Investments
New York
$131M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$393M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$63M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$10.3M
3
WRCM
Whale Rock Capital Management
Massachusetts
$383M
4
Allianz Asset Management
Allianz Asset Management
Germany
$155M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
551
Compagnie Lombard Odier SCmA
Switzerland
$66K – – –
AIP
552
Ahrens Investment Partners
Louisiana
$66K +$66K +100 New
RFP
553
Roth Financial Partners
Texas
$66K +$66K +100 New
IFAM
554
Institutional & Family Asset Management
Colorado
$63K – – –
HPC
555
HM Payson & Co
Maine
$55K +$49.8K +76 +950%
C
556
Covestor
United Kingdom
$51K +$51K +77 New
ADL
557
Asset Dedication LLC
California
$50K -$10K -15 -17%
AIM
558
Anchor Investment Management
South Carolina
$49.4K +$49.4K +75 New
HI
559
Harbour Investments
Wisconsin
$46K -$2.63K -4 -5%
LC
560
Lindbrook Capital
California
$45K – – –
RFWA
561
RPg Family Wealth Advisory
Massachusetts
$41.5K – – –
PCG
562
Private Capital Group
Connecticut
$38K -$18.3K -28 -33%
SOW
563
State of Wyoming
Wyoming
$38K +$6.55K +10 +21%
SSB
564
Sandy Spring Bank
Maryland
$33K – – –
CWS
565
Confluence Wealth Services
Pennsylvania
$30K +$30K +47 New
PFBT
566
Parkside Financial Bank & Trust
Missouri
$28K -$6.67K -10 -19%
CAM
567
Close Asset Management
United Kingdom
$28K – – –
HIA
568
Harbor Investment Advisory
Maryland
$28K – – –
TWC
569
TD Waterhouse Canada
Ontario, Canada
$27.1K +$27.1K +48 New
GWS
570
Glassman Wealth Services
Virginia
$27K +$15.8K +24 +141%
PWC
571
PYA Waltman Capital
Tennessee
$26K +$26K +40 New
ST
572
Smithfield Trust
Pennsylvania
$24K – – –
BIA
573
Bell Investment Advisors
California
$24K +$2K +3 +9%
AP
574
Arlington Partners
Alabama
$24K +$24K +36 New
WTC
575
WhitTier Trust Company
Nevada
$23K +$19.1K +29 +483%
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