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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
576
GAMMA Investing
California
$100K +$37.2K +70 +59%
MG
577
Mather Group
Illinois
$99.7K -$36.1K -68 -27%
HIA
578
Harbor Investment Advisory
Maryland
$97.5K -$2 -2 -0%
SAM
579
Smartleaf Asset Management
Massachusetts
$94.9K +$46.6K +87 +97%
Lazard Asset Management
580
Lazard Asset Management
New York
$88K -$225K -424 -72%
AF
581
Advisornet Financial
Minnesota
$87.2K +$85.1K +160 +4,000%
ATC
582
Adirondack Trust Company
New York
$85.1K – – –
BIG
583
Brooklyn Investment Group
New York
$81.9K +$81.9K +154 New
QL
584
Quarry LP
New York
$80.8K -$51K -96 -39%
EB
585
Eastern Bank
Massachusetts
$79.7K +$79.7K +150 New
JSAM
586
J. Safra Asset Management
New York
$77.2K +$30.6K +57 +66%
TC
587
Truvestments Capital
Florida
$76K +$76K +143 New
CI Investments Inc
588
CI Investments Inc
Ontario, Canada
$76K -$1.06K -2 -1%
TWC
589
TD Waterhouse Canada
Ontario, Canada
$74.8K +$4.95K +9 +7%
CFGS
590
Concourse Financial Group Securities
Alabama
$73.9K -$532 -1 -0.7%
LC
591
Lindbrook Capital
California
$73.4K -$12.8K -24 -15%
GM
592
GeoWealth Management
Illinois
$70.7K +$70.7K +133 New
QCG
593
Quadrant Capital Group
Ohio
$69.6K -$4.25K -8 -6%
AF
594
Allworth Financial
California
$69K +$2.65K +5 +4%
HFS
595
Hantz Financial Services
Michigan
$65K -$751K -1,421 -92%
GRP
596
Global Retirement Partners
California
$64.3K +$29.8K +56 +86%
HBW
597
Hazlett, Burt & Watson
West Virginia
$64K -$17.6K -33 -22%
ADL
598
Asset Dedication LLC
California
$62.7K – – –
TWD
599
True Wealth Design
Ohio
$62.2K +$62.2K +117 New
C
600
Covestor
United Kingdom
$62K -$15.9K -30 -20%
22 23
24
25 26