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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
551
Sunbelt Securities
Texas
$136K +$3.48K +6 +3%
EDRH
552
Edmond de Rothschild Holding
Switzerland
$132K -$79K -136 -37%
QC
553
Quent Capital
New York
$131K +$1.16K +2 +0.9%
NS
554
NBC Securities
Alabama
$130K -$9.87K -17 -7%
CA
555
Clearstead Advisors
Ohio
$124K -$59.8K -103 -33%
NC
556
NewSquare Capital
Pennsylvania
$122K -$3.99M -6,865 -97%
CFG
557
CKW Financial Group
Hawaii
$118K – – –
AA
558
Ancora Advisors
Ohio
$117K – – –
SIC
559
Salem Investment Counselors
North Carolina
$116K – – –
AIM
560
Acropolis Investment Management
Missouri
$116K +$116K +199 New
DGAM
561
Desjardins Global Asset Management
Quebec, Canada
$113K -$96.3K -166 -46%
TC
562
Truvestments Capital
Florida
$110K -$59.8K -103 -35%
BTI
563
Blue Trust Inc
Georgia
$109K +$34.5K +70 +46%
BFEC
564
Benjamin F. Edwards & Company
Missouri
$109K +$109K +188 New
PWA
565
Provenance Wealth Advisors
Florida
$104K +$9.87K +17 +10%
HIA
566
Harbor Investment Advisory
Maryland
$101K +$2 +2 +0%
ATC
567
Adirondack Trust Company
New York
$99K – – –
ACM
568
Adalta Capital Management
New York
$98.7K – – –
PIM
569
Plato Investment Management
Australia
$98.1K +$98.1K +169 New
IFAM
570
Institutional & Family Asset Management
Colorado
$91.7K +$1.16K +2 +1%
KFS
571
Kelly Financial Services
Massachusetts
$90K +$6.97K +12 +8%
HT
572
Headlands Technologies
Illinois
$90K +$90K +155 New
CT
573
Cambridge Trust
Massachusetts
$87.1K – – –
LFA
574
Level Financial Advisors
New York
$87.1K – – –
GKIM
575
GW&K Investment Management
Massachusetts
$87K -$63.6K -109 -42%
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