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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
551
Vestmark Advisory Solutions
Massachusetts
$336K +$34.8K +59 +12%
HAG
552
HighPoint Advisor Group
Illinois
$333K -$51.3K -105 -13%
CCM
553
Coldstream Capital Management
Washington
$328K +$56K +95 +21%
PFG
554
Prosperity Financial Group
California
$326K +$35.4K +60 +12%
KWM
555
Kingsview Wealth Management
Oregon
$322K -$188K -319 -37%
MC
556
Machina Capital
France
$321K +$321K +544 New
Northwestern Mutual Wealth Management
557
Northwestern Mutual Wealth Management
Wisconsin
$318K -$26.6K -45 -8%
CFP
558
Catalyst Financial Partners
Massachusetts
$318K +$20.6K +35 +7%
GSEP
559
Golden State Equity Partners
California
$317K +$317K +538 New
IWA
560
Icon Wealth Advisors
Texas
$304K -$34.3K -69 -10%
BFA
561
Benedict Financial Advisors
Georgia
$304K – – –
CI
562
Cigna Investments
Connecticut
$301K +$7.66K +13 +3%
FTWA
563
Fifth Third Wealth Advisors
Ohio
$300K +$94.4K +160 +46%
GWSG
564
GPS Wealth Strategies Group
Colorado
$300K – – –
PFWA
565
Paces Ferry Wealth Advisors
Georgia
$298K -$590 -1 -0.2%
BAM
566
Berkshire Asset Management
Pennsylvania
$298K – – –
RRCM
567
Rappaport Reiches Capital Management
Illinois
$295K -$35.4K -60 -11%
BP
568
Ballentine Partners
Massachusetts
$293K -$13K -22 -4%
BTI
569
Blue Trust Inc
Georgia
$286K +$49.5K +79 +21%
FFS
570
Founders Financial Securities
Maryland
$285K +$20.6K +35 +8%
HI
571
Horizon Investments
North Carolina
$285K +$20.6K +35 +8%
BBHC
572
Brown Brothers Harriman & Co
New York
$284K – – –
Baird Financial Group
573
Baird Financial Group
Wisconsin
$283K +$28.9K +49 +11%
DIA
574
Dana Investment Advisors
Wisconsin
$281K -$528K -896 -65%
AI
575
Accredited Investors
Minnesota
$279K – – –
21 22
23
24 25