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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
551
Huntington National Bank
Ohio
$203K +$532 +1 +0.3%
FWM
552
Focused Wealth Management
New York
$203K +$532 +1 +0.3%
WS
553
Wedbush Securities
California
$202K -$33K -62 -14%
APW
554
Acima Private Wealth
Virginia
$195K – – –
LS
555
Livforsakringsbolaget Skandia
Sweden
$195K +$141K +266 +266%
HWA
556
HHM Wealth Advisors
Tennessee
$182K – – –
OC
557
Oarsman Capital
Wisconsin
$177K -$13.8K -26 -7%
TRCT
558
Tower Research Capital (TRC)
New York
$166K +$44.7K +84 +37%
TFM
559
TFC Financial Management
Massachusetts
$156K – – –
Bessemer Group
560
Bessemer Group
New Jersey
$155K -$7.41K -14 -5%
NIMI
561
Natixis Investment Managers International
France
$151K +$29.2K +55 +24%
CA
562
Clearstead Advisors
Ohio
$147K -$21.8K -41 -13%
PWA
563
Provenance Wealth Advisors
Florida
$147K +$10.6K +20 +8%
QC
564
Quent Capital
New York
$139K – – –
FFA
565
Farther Finance Advisors
California
$129K -$75.4K -142 -37%
Jones Financial Companies
566
Jones Financial Companies
Missouri
$115K +$95.9K +179 +511%
CPA
567
Capital Performance Advisors
California
$112K +$112K +211 New
LI
568
LRI Investments
Florida
$109K -$10.4K -15 -9%
T
569
TOBAM
France
$108K +$38.1K +72 +55%
AA
570
Ancora Advisors
Ohio
$107K – – –
CFG
571
CKW Financial Group
Hawaii
$107K – – –
AA
572
Alta Advisers
United Kingdom
$106K – – –
AIM
573
Acropolis Investment Management
Missouri
$106K – – –
RAM
574
Ramirez Asset Management
New York
$101K +$13.3K +25 +15%
SIC
575
Salem Investment Counselors
North Carolina
$100K – – –
21 22
23
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