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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
576
Harbor Investment Advisory
Maryland
$7.29K -$4.72K -11 -39%
CAL
577
Capital Advisors Ltd
Ohio
$7K – – –
Commonwealth Equity Services
578
Commonwealth Equity Services
Massachusetts
$6.52K +$987 +2,302 +18%
CHA
579
Carmichael Hill & Associates
Maryland
$6.43K – – –
VWM
580
Venturi Wealth Management
Texas
$6.43K +$6.43K +15 New
AP
581
Arlington Partners
Alabama
$6K – – –
CFB
582
Cullen/Frost Bankers
Texas
$6K +$6K +14 New
CMP
583
Coston McIsaac & Partners
Maine
$6K – – –
FMP
584
Financial Management Professionals
Texas
$6K +$6K +15 New
GRP
585
Global Retirement Partners
California
$5.85K +$5.85K +14 New
WBC
586
West Branch Capital
Massachusetts
$5.57K – – –
AAP
587
Arax Advisory Partners
Colorado
$5.57K +$3K +7 +117%
LFG
588
Larson Financial Group
Missouri
$5.57K +$4.29K +10 +333%
CAC
589
Core Alternative Capital
Georgia
$5.15K +$1.29K +3 +33%
RDIA
590
RE Dickinson Investment Advisors
Iowa
$5K – – –
CFD
591
Creative Financial Designs
Indiana
$4.29K – – –
GC
592
Globeflex Capital
California
$4.29K – – –
APC
593
Aspire Private Capital
North Carolina
$4.29K – – –
OAJ
594
Ogorek Anthony Joseph
New York
$4K – – –
GWS
595
Glassman Wealth Services
Virginia
$3.86K – – –
MHR
596
Matthew Hamilton Rosenberg
$3.43K – – –
BWL
597
Bogart Wealth LLC
Virginia
$3.43K +$3.43K +8 New
PO
598
Private Ocean
California
$3.43K +$3.43K +8 New
VCM
599
Versant Capital Management
Arizona
$3.43K +$3.43K +8 New
AWM
600
Abound Wealth Management
Tennessee
$3K – – –
22 23
24
25 26