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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
551
Operose Advisors
Wisconsin
$97K +$97K +197 New
ACM
552
Adalta Capital Management
New York
$84K – – –
PWA
553
Provenance Wealth Advisors
Florida
$80.3K +$80.3K +163 New
BTI
554
Blue Trust Inc
Georgia
$80K +$56.7K +107 +243%
ATC
555
Adirondack Trust Company
New York
$78.8K – – –
KI
556
Kapitalo Investimentos
Brazil
$78.3K -$62.1K -126 -44%
IFAM
557
Institutional & Family Asset Management
Colorado
$76.8K – – –
FFA
558
Farther Finance Advisors
California
$73.9K +$12.8K +26 +21%
CT
559
Cambridge Trust
Massachusetts
$73.9K +$8.87K +18 +14%
LFA
560
Level Financial Advisors
New York
$73.9K +$12.3K +25 +20%
KFS
561
Kelly Financial Services
Massachusetts
$70.4K -$3.45K -7 -5%
CI Investments Inc
562
CI Investments Inc
Ontario, Canada
$68K +$3.45K +7 +5%
QCG
563
Quadrant Capital Group
Ohio
$61.1K – – –
PP
564
PFS Partners
New Jersey
$60.1K – – –
WTC
565
WhitTier Trust Company
Nevada
$57.1K +$19.2K +39 +51%
KFP
566
KB Financial Partners
New Jersey
$57K – – –
UB
567
UMB Bank
Missouri
$56.1K – – –
AF
568
Allworth Financial
California
$55.7K +$11.3K +23 +26%
GC
569
Globeflex Capital
California
$54.2K – – –
GRP
570
Global Retirement Partners
California
$52.5K +$5.25K +11 +11%
TWC
571
TD Waterhouse Canada
Ontario, Canada
$51.6K +$9.42K +17 +22%
CMBA
572
C.M. Bidwell & Associates
Hawaii
$51.2K – – –
CFB
573
Cullen/Frost Bankers
Texas
$51.2K – – –
LS
574
Livforsakringsbolaget Skandia
Sweden
$49.3K – – –
AA
575
Alta Advisers
United Kingdom
$49.3K +$49.3K +100 New
21 22
23
24 25