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HubSpot

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Shares
Change %
RE
576
RBC Europe
United Kingdom
$8K +$8K +16 New
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$7K
CFGS
578
Concourse Financial Group Securities
Alabama
$7K
VCM
579
Vigilant Capital Management
Maine
$7K
JWA
580
JFS Wealth Advisors
Pennsylvania
$7K +$1.4K +3 +25%
EFS
581
Econ Financial Services
Pennsylvania
$6K
CHA
582
Carmichael Hill & Associates
Maryland
$6K
WBC
583
West Branch Capital
Massachusetts
$6K
RDIA
584
RE Dickinson Investment Advisors
Iowa
$6K +$3K +6 +100%
JWM
585
Janiczek Wealth Management
Colorado
$6K +$6K +13 New
CFO
586
CVA Family Office
Colorado
$5K -$5K -10 -50%
APC
587
Aspire Private Capital
North Carolina
$5K
CFD
588
Creative Financial Designs
Indiana
$5K
TFA
589
Toth Financial Advisory
Virginia
$5K
PWMG
590
Prestige Wealth Management Group
New Jersey
$5K
DHGWA
591
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K
BFC
592
Bedel Financial Consulting
Indiana
$5K +$1.5K +3 +43%
WPA
593
West Paces Advisors
Georgia
$4.27K
GWS
594
Glassman Wealth Services
Virginia
$4K -$16.5K -33 -80%
VNA
595
Valley National Advisers
Pennsylvania
$4K -$2.67K -6 -40%
TJHA
596
Thomas J. Herzfeld Advisors
Florida
$4K
ZB
597
Zions Bancorporation
Utah
$4K +$2K +4 +100%
CAC
598
Core Alternative Capital
Georgia
$4K +$3.11K +7 +350%
OAJ
599
Ogorek Anthony Joseph
New York
$4K +$4K +10 New
RDFA
600
Ritter Daniher Financial Advisory
Ohio
$3K