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HubSpot

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Shares
Change %
C
551
Covestor
United Kingdom
$18K -$3.6K -8 -17%
CAM
552
Close Asset Management
United Kingdom
$18K
MA
553
MCF Advisors
Kentucky
$17.2K
ST
554
Smithfield Trust
Pennsylvania
$16K
CWC
555
Carolinas Wealth Consulting
North Carolina
$15.4K -$6.86K -16 -31%
MIM
556
Macroview Investment Management
Maryland
$14.6K +$13.3K +31 +1,033%
FRA
557
Front Row Advisors
California
$14K -$438 -1 -3%
AF
558
Advisornet Financial
Minnesota
$13.7K
EARNEST Partners
559
EARNEST Partners
Georgia
$13.7K
CWP
560
Concord Wealth Partners
Virginia
$12.9K
NFSG
561
Newbridge Financial Services Group
Florida
$12.9K
PAI
562
Pittenger & Anderson Inc
Nebraska
$12.9K
AIP
563
Ameritas Investment Partners
Nebraska
$12.9K
CA
564
Crewe Advisors
Utah
$12.4K
HFS
565
Hantz Financial Services
Michigan
$12K +$429 +1 +4%
CT
566
Colonial Trust
South Carolina
$11.3K +$2.09K +5 +23%
AAS
567
Ameritas Advisory Services
Nebraska
$11.3K +$11.3K +27 New
GWSA
568
Global Wealth Strategies & Associates
Colorado
$10.7K
ZB
569
Zions Bancorporation
Utah
$10.7K +$858 +2 +9%
SA
570
SRH Advisors
Kansas
$9K
BG
571
Bollard Group
Massachusetts
$9K
BWA
572
BDO Wealth Advisors
Florida
$8.58K
JMF
573
Johnson Midwest Financial
Iowa
$8.58K
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$8.15K
GBT
575
Grove Bank & Trust
Florida
$8.15K +$857 +2 +12%