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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.24B
2
BlackRock
BlackRock
New York
$2.25B
3
TD Asset Management
TD Asset Management
Ontario, Canada
$257M
4
Two Sigma Investments
Two Sigma Investments
New York
$131M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$393M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$63M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$10.3M
3
WRCM
Whale Rock Capital Management
Massachusetts
$383M
4
Allianz Asset Management
Allianz Asset Management
Germany
$155M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$22K +$1.33K +2 +6%
EARNEST Partners
577
EARNEST Partners
Georgia
$21K – – –
NFSG
578
Newbridge Financial Services Group
Florida
$20K – – –
AF
579
Allworth Financial
California
$20K +$8.39K +13 +72%
MIM
580
Macroview Investment Management
Maryland
$20K +$18.1K +28 +933%
CA
581
CoreCap Advisors
Michigan
$20K +$20K +31 New
LF
582
Lee Financial
Texas
$19K -$13.9K -22 -42%
WAS
583
Winch Advisory Services
Wisconsin
$19K -$7.86K -12 -29%
AIP
584
Ameritas Investment Partners
Nebraska
$19K – – –
UB
585
UMB Bank
Missouri
$19K +$19K +29 New
AF
586
Advisornet Financial
Minnesota
$18K +$2.57K +4 +17%
GI
587
Gradient Investments
Minnesota
$17K +$17K +26 New
TCM
588
Tradewinds Capital Management
Washington
$16K -$33.9K -53 -68%
PAI
589
Pittenger & Anderson Inc
Nebraska
$16K – – –
SC
590
Stephens Consulting
Michigan
$15.8K +$15.8K +24 New
TWA
591
TCI Wealth Advisors
Arizona
$15K – – –
PB
592
Pinnacle Bancorp
Nebraska
$15K – – –
MFAM
593
Motley Fool Asset Management
Virginia
$15K +$15K +22 New
SA
594
SRH Advisors
Kansas
$14K – – –
CWC
595
Carolinas Wealth Consulting
North Carolina
$14K +$2.67K +4 +24%
BG
596
Bollard Group
Massachusetts
$14K +$14K +22 New
FRA
597
Front Row Advisors
California
$13K -$5.85K -9 -31%
BWA
598
BDO Wealth Advisors
Florida
$13K – – –
TF
599
TimeScale Financial
Massachusetts
$13K +$6.5K +10 +100%
BWM
600
BerganKDV Wealth Management
Minnesota
$13K +$13K +19 New
22 23
24
25 26