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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
576
First Affirmative Financial Network
Colorado
$276K -$14.7K -25 -5%
CAM
577
Claret Asset Management
Quebec, Canada
$275K +$47.8K +81 +21%
GSIS
578
Global Strategic Investment Solutions
Arizona
$274K -$2.95K -5 -1%
PFS
579
Prospera Financial Services
Texas
$273K -$45.4K -77 -14%
FPAS
580
Focus Partners Advisor Solutions
Missouri
$271K -$29K -49 -10%
WF
581
Welch & Forbes
Massachusetts
$269K – – –
CGH
582
Crossmark Global Holdings
Texas
$269K +$3.53K +6 +1%
II
583
Inspire Investing
Idaho
$265K -$156K -264 -37%
PIM
584
Plato Investment Management
Australia
$264K – – –
WS
585
Wedbush Securities
California
$261K -$7.68K -13 -3%
RJT
586
Raymond James Trust
Florida
$260K -$69K -117 -21%
OR
587
Olympiad Research
Connecticut
$259K +$259K +439 New
GC
588
Gratus Capital
Georgia
$257K +$257K +436 New
SWA
589
Sax Wealth Advisors
New Jersey
$256K +$256K +434 New
IWM
590
IHT Wealth Management
Illinois
$250K +$24.2K +41 +11%
P
591
&Partners
Tennessee
$250K +$250K +424 New
WSC
592
Wellington Shields & Co
New York
$249K +$249K +422 New
ACA
593
Affinity Capital Advisors
California
$245K – – –
WJWM
594
Williams Jones Wealth Management
New York
$243K -$24.8K -42 -9%
CIAS
595
Capital Investment Advisory Services
North Carolina
$243K – – –
IGAM
596
iA Global Asset Management
Quebec, Canada
$241K -$13K -22 -5%
SS
597
Sunbelt Securities
Texas
$241K – – –
JWCA
598
J.W. Cole Advisors
Florida
$239K +$239K +406 New
AC
599
Avestar Capital
New York
$239K -$9.44K -16 -4%
DADC
600
D.A. Davidson & Co
Montana
$238K +$238K +404 New
22 23
24
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