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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAAM
576
Guinness Atkinson Asset Management
California
$47.3K -$15.8K -32 -25%
LC
577
Lindbrook Capital
California
$47.3K +$6.4K +13 +16%
MCM
578
Manchester Capital Management
Vermont
$39.9K – – –
BCWM
579
Bartlett & Co Wealth Management
Ohio
$39.4K – – –
BC
580
Bartlett & Co
Ohio
$39K – – –
HBW
581
Hazlett, Burt & Watson
West Virginia
$35K – – –
CFGS
582
Concourse Financial Group Securities
Alabama
$35K +$33K +67 +1,675%
SSB
583
Sandy Spring Bank
Maryland
$34.5K – – –
VNA
584
Valley National Advisers
Pennsylvania
$34K +$986 +2 +3%
ST
585
Smithfield Trust
Pennsylvania
$32K +$3.29K +7 +11%
WTA
586
Washington Trust Advisors
Massachusetts
$29.1K – – –
PFBT
587
Parkside Financial Bank & Trust
Missouri
$28.1K +$985 +2 +4%
RFA
588
Resurgent Financial Advisors
Georgia
$27.1K -$493 -1 -2%
HPC
589
HM Payson & Co
Maine
$24.6K – – –
OIAM
590
OFI Invest Asset Management
France
$24.2K +$24.2K +52 New
GAG
591
Goodman Advisory Group
Massachusetts
$24.1K – – –
PPC
592
Park Place Capital
Alabama
$23.6K – – –
BIA
593
Bell Investment Advisors
California
$22.2K +$985 +2 +5%
RTC
594
Riverview Trust Company
Washington
$21.2K – – –
CAM
595
Close Asset Management
United Kingdom
$21K – – –
AS
596
Altshuler Shaham
Israel
$20.7K -$6.4K -13 -24%
MA
597
MCF Advisors
Kentucky
$19.7K – – –
QL
598
Quarry LP
New York
$18.7K -$4.93K -10 -21%
EARNEST Partners
599
EARNEST Partners
Georgia
$15.8K – – –
CWC
600
Carolinas Wealth Consulting
North Carolina
$15.3K – – –
22 23
24
25 26