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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$385M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
3
AM
AGF Management
Ontario, Canada
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$95.7M
5
Franklin Resources
Franklin Resources
California
+$67.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$268M
2
Capital World Investors
Capital World Investors
California
-$228M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$220M
4
Artisan Partners
Artisan Partners
Wisconsin
-$154M
5
Citadel Advisors
Citadel Advisors
Florida
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
576
CVA Family Office
Colorado
$42.6K – – –
BCWM
577
Bartlett & Co Wealth Management
Ohio
$42.6K – – –
WTC
578
WhitTier Trust Company
Nevada
$41K -$1.06K -2 -3%
AIM
579
Anchor Investment Management
South Carolina
$39.9K – – –
HBW
580
Hazlett, Burt & Watson
West Virginia
$38K – – –
SSB
581
Sandy Spring Bank
Maryland
$37.2K – – –
TF
582
TimeScale Financial
Massachusetts
$36.2K – – –
VNA
583
Valley National Advisers
Pennsylvania
$36K -$2.69K -5 -7%
ST
584
Smithfield Trust
Pennsylvania
$33K +$12.4K +23 +61%
WTA
585
Washington Trust Advisors
Massachusetts
$31.4K -$38.3K -72 -55%
RFA
586
Resurgent Financial Advisors
Georgia
$29.8K +$532 +1 +2%
PFBT
587
Parkside Financial Bank & Trust
Missouri
$29.3K -$9.58K -18 -25%
AS
588
Altshuler Shaham
Israel
$29.3K +$29.3K +55 New
KTC
589
Kistler-Tiffany Companies
Pennsylvania
$27.1K – – –
HPC
590
HM Payson & Co
Maine
$26.6K +$26.6K +50 New
GAG
591
Goodman Advisory Group
Massachusetts
$26.1K – – –
QL
592
Quarry LP
New York
$25.5K -$22.9K -43 -47%
PPC
593
Park Place Capital
Alabama
$25.5K -$4.26K -8 -14%
CAM
594
Close Asset Management
United Kingdom
$23K – – –
BIA
595
Bell Investment Advisors
California
$22.9K -$532 -1 -2%
RTC
596
Riverview Trust Company
Washington
$22.9K – – –
LF
597
Lee Financial
Texas
$21.3K -$4.26K -8 -17%
MA
598
MCF Advisors
Kentucky
$21.3K – – –
C
599
Covestor
United Kingdom
$21K -$538 -1 -3%
EC
600
Elequin Capital
New York
$20.8K +$20.8K +39 New
22 23
24
25 26