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HubSpot
HUBS

Overview Fund Activity

542 hedge funds and large institutions have $24.6B invested in HubSpot in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
+38
Holders Change %
+7.54%
% of All Funds
9.46%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
100
Increased
193
Reduced
179
Closed
57
Calls
$286M
Puts
$486M
Net Calls
-$200M
Net Calls Change
-$88.7M

Top Buyers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$357M
2
Jennison Associates
2
Jennison Associates
New York
$406M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.23B
4
NPCM
4
North Peak Capital Management
New York
$131M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$119M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.5B
3
Invesco
3
Invesco
Georgia
$364M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$189M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
576
Shay Capital
New York
– -$227K -500 Closed
ER
577
Enlightenment Research
Florida
– -$227K -500 Closed
FHC
578
First Heartland Consultants
Missouri
– -$214K -472 Closed
KP
579
Keel Point
Alabama
– -$202K -444 Closed
VFA
580
Valeo Financial Advisors
Indiana
– -$186K -409 Closed
DWP
581
Destiny Wealth Partners
Florida
– -$144K -316 Closed
WAP
582
Wealthcare Advisory Partners
Pennsylvania
– -$96K -211 Closed
FC
583
FORA Capital
Florida
– -$88K -194 Closed
TWP
584
TFO Wealth Partners
Ohio
– -$68K -150 Closed
ST
585
Sageworth Trust
Pennsylvania
– -$57K -126 Closed
ACM
586
Allred Capital Management
Texas
– -$42.2K -93 Closed
WP
587
WealthShield Partners
North Carolina
– -$40K -89 Closed
IAIM
588
International Assets Investment Management
Florida
– -$29K -73 Closed
PCIA
589
Prime Capital Investment Advisors
Kansas
– -$22K -49 Closed
GWM
590
Geneos Wealth Management
Colorado
– -$23K -45 Closed
SFS
591
Sowell Financial Services
Arkansas
– -$17K -34 Closed
Loomis, Sayles & Company
592
Loomis, Sayles & Company
Massachusetts
– -$13K -28 Closed
ADIM
593
Alpha DNA Investment Management
Maryland
– -$10K -24 Closed
TCWM
594
Total Clarity Wealth Management
Illinois
– -$7K -15 Closed
APWA
595
Atlas Private Wealth Advisors
New Jersey
– -$4K -9 Closed
LFG
596
Larson Financial Group
Missouri
– -$2K -5 Closed
CFGS
597
Concourse Financial Group Securities
Alabama
– -$2K -5 Closed
SOW
598
State of Wyoming
Wyoming
– -$1K -2 Closed
DI
599
Disciplined Investments
Oklahoma
– -$1K -2 Closed
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