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HubSpot
HUBS

Overview Fund Activity

581 hedge funds and large institutions have $13B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 178 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-45
Holders Change %
-7.19%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
71
Increased
240
Reduced
178
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$161M
2
NPCM
2
North Peak Capital Management
New York
$112M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$398M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$53.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$83.1M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
SM
2
SCGE Management
California
$321M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$556M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$609M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
551
Thomas J. Herzfeld Advisors
Florida
$2K – – –
S
552
Surevest
California
$2K – – –
CFFP
553
Center for Financial Planning
Michigan
$2K – – –
CI Investments Inc
554
CI Investments Inc
Ontario, Canada
$2K +$333 +1 +20%
AAP
555
Arax Advisory Partners
Colorado
$2K +$2K +5 New
TCWM
556
Total Clarity Wealth Management
Illinois
$2K +$2K +8 New
SC
557
Stephens Consulting
Michigan
$1.5K – – –
MGIM
558
M&G Investment Management
United Kingdom
$1.13K +$57 +188 +5%
WT
559
Whittier Trust
California
$1K -$39.7K -119 -98%
JWM
560
Janiczek Wealth Management
Colorado
$1K -$3.33K -10 -77%
FBT
561
First Bank & Trust
South Dakota
$1K – – –
MIM
562
Macroview Investment Management
Maryland
$1K – – –
BCM
563
Blume Capital Management
California
$1K – – –
FWM
564
Focused Wealth Management
New York
$1K – – –
SWM
565
Sugarloaf Wealth Management
Georgia
$1K – – –
KFI
566
Key Financial Inc
Pennsylvania
$1K – – –
DI
567
Disciplined Investments
Oklahoma
$1K – – –
CWM
568
Curi Wealth Management
North Carolina
$1K – – –
GCS
569
Gordian Capital (Singapore)
Singapore
$1K – – –
TFP
570
Tilia Fiduciary Partners
North Carolina
$1K +$1K +2 New
Jones Financial Companies
571
Jones Financial Companies
Missouri
$1K +$1K +2 New
DFCM
572
Dark Forest Capital Management
Puerto Rico
$1K +$1K +2 New
PMFA
573
Plante Moran Financial Advisors
Michigan
$1K +$1K +3 New
FCA
574
FinTrust Capital Advisors
South Carolina
$1K +$1K +3 New
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +3 New
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