HUBS icon

HubSpot
HUBS

Overview Fund Activity

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$284M
2
LPC
2
Lone Pine Capital
Connecticut
$212M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$536M
4
BlackRock
4
BlackRock
New York
$1.75B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$154M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$472M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$119M
3
Invesco
3
Invesco
Georgia
$202M
4
Goldman Sachs
4
Goldman Sachs
New York
$311M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
C
551
Covestor
United Kingdom
$17K -$21.5K -43 -56%
ST
552
Smithfield Trust
Pennsylvania
$17K – – –
BC
553
BIT Capital
Germany
$16.6K -$681K -1,434 -98%
FAG
554
Fortitude Advisory Group
Washington
$16K -$47.1K -100 -75%
CWC
555
Carolinas Wealth Consulting
North Carolina
$16K +$5.82K +12 +57%
MCC
556
Money Concepts Capital
Florida
$15K -$269K -555 -95%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$15K -$968 -2 -6%
EARNEST Partners
558
EARNEST Partners
Georgia
$15K – – –
NFSG
559
Newbridge Financial Services Group
Florida
$14K – – –
UB
560
UMB Bank
Missouri
$14K – – –
AIP
561
Ameritas Investment Partners
Nebraska
$14K – – –
HFS
562
Hantz Financial Services
Michigan
$13K +$13K +27 New
RTC
563
Riverview Trust Company
Washington
$13K +$13K +28 New
PAI
564
Pittenger & Anderson Inc
Nebraska
$12K – – –
LF
565
Lee Financial
Texas
$10K -$4.29K -9 -30%
SA
566
SRH Advisors
Kansas
$10K – – –
BG
567
Bollard Group
Massachusetts
$10K – – –
TWA
568
TCI Wealth Advisors
Arizona
$10K – – –
COCM
569
Charter Oak Capital Management
New Hampshire
$10K +$2.86K +6 +40%
AWM
570
Activest Wealth Management
Florida
$10K +$5.24K +11 +110%
T
571
TCWP
Ohio
$10K +$10K +23 New
FRA
572
Front Row Advisors
California
$9K – – –
BWA
573
BDO Wealth Advisors
Florida
$9K – – –
BWM
574
BerganKDV Wealth Management
Minnesota
$9K – – –
CWP
575
Concord Wealth Partners
Virginia
$8K – – –
21 22
23
24 25