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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$364M
2
Citadel Advisors
Citadel Advisors
Florida
+$175M
3
Holocene Advisors
Holocene Advisors
New York
+$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$122M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$195M
2
Artisan Partners
Artisan Partners
Wisconsin
-$164M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
576
Annis Gardner Whiting Capital Advisors
Florida
$81.3K +$81.3K +140 New
QCG
577
Quadrant Capital Group
Ohio
$79K +$6.97K +12 +10%
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$77K -$3.5K -6 -4%
PP
579
PFS Partners
New Jersey
$70.8K – – –
LC
580
Lindbrook Capital
California
$67.9K +$12.2K +21 +22%
UB
581
UMB Bank
Missouri
$64.4K -$1.74K -3 -3%
CFGS
582
Concourse Financial Group Securities
Alabama
$64.4K +$23.2K +40 +56%
GI
583
GAMMA Investing
California
$64.2K +$64.2K +105 New
GC
584
Globeflex Capital
California
$63.9K – – –
WT
585
Whittier Trust
California
$61K +$59.8K +103 +5,150%
AA
586
Alta Advisers
United Kingdom
$58.1K – – –
CFO
587
CVA Family Office
Colorado
$58.1K +$58.1K +100 New
LS
588
Livforsakringsbolaget Skandia
Sweden
$58K – – –
GAAM
589
Guinness Atkinson Asset Management
California
$55.7K – – –
HBW
590
Hazlett, Burt & Watson
West Virginia
$55K +$12.4K +21 +29%
AF
591
Allworth Financial
California
$52.2K -$13.4K -23 -20%
PS
592
Principal Securities
Iowa
$49.9K +$49.9K +86 New
TWC
593
TD Waterhouse Canada
Ontario, Canada
$48.8K -$6.55K -11 -12%
MCM
594
Manchester Capital Management
Vermont
$48.2K +$1.16K +2 +2%
VNA
595
Valley National Advisers
Pennsylvania
$48K +$8.1K +14 +20%
BCWM
596
Bartlett & Co Wealth Management
Ohio
$47.1K – – –
BC
597
Bartlett & Co
Ohio
$47K – – –
PCMC
598
Planning Capital Management Corporation
Pennsylvania
$44.7K +$44.7K +77 New
WTC
599
WhitTier Trust Company
Nevada
$44.7K -$22.6K -39 -34%
LFG
600
Larson Financial Group
Missouri
$43K +$40.1K +69 +1,380%
22 23
24
25 26