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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
551
Adalta Capital Management
New York
$90K – – –
IFAM
552
Institutional & Family Asset Management
Colorado
$83K – – –
KFS
553
Kelly Financial Services
Massachusetts
$79.8K +$4.26K +8 +6%
CT
554
Cambridge Trust
Massachusetts
$70.2K – – –
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$70K +$4.81K +9 +7%
GAAM
556
Guinness Atkinson Asset Management
California
$68.1K – – –
Parallax Volatility Advisers
557
Parallax Volatility Advisers
California
$67.6K -$1.21M -2,281 -95%
LFA
558
Level Financial Advisors
New York
$66.5K – – –
QCG
559
Quadrant Capital Group
Ohio
$66K +$1.06K +2 +2%
FFA
560
Farther Finance Advisors
California
$66K -$4.79K -9 -7%
PP
561
PFS Partners
New Jersey
$64.9K +$64.9K +122 New
KFP
562
KB Financial Partners
New Jersey
$61K – – –
UB
563
UMB Bank
Missouri
$60.7K – – –
IAIM
564
Industrial Alliance Investment Management
Quebec, Canada
$60K +$60K +112 New
GC
565
Globeflex Capital
California
$58.5K +$53.2K +100 +1,000%
CFB
566
Cullen/Frost Bankers
Texas
$55.3K +$47.9K +90 +643%
CMBA
567
C.M. Bidwell & Associates
Hawaii
$55.3K +$55.3K +104 New
LS
568
Livforsakringsbolaget Skandia
Sweden
$53.2K – – –
GRP
569
Global Retirement Partners
California
$52.7K +$45.2K +85 +607%
BBHC
570
Brown Brothers Harriman & Co
New York
$51.1K +$532 +1 +1%
AF
571
Allworth Financial
California
$47.9K -$6.39K -12 -12%
LC
572
Lindbrook Capital
California
$44.2K +$3.73K +7 +9%
MCM
573
Manchester Capital Management
Vermont
$43.1K -$54.8K -103 -56%
BC
574
Bartlett & Co
Ohio
$43K – – –
TWC
575
TD Waterhouse Canada
Ontario, Canada
$42.6K +$2.24K +4 +6%
21 22
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