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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.24B
2
BlackRock
BlackRock
New York
$2.25B
3
TD Asset Management
TD Asset Management
Ontario, Canada
$257M
4
Two Sigma Investments
Two Sigma Investments
New York
$131M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$393M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$63M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$10.3M
3
WRCM
Whale Rock Capital Management
Massachusetts
$383M
4
Allianz Asset Management
Allianz Asset Management
Germany
$155M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
601
CVA Family Office
Colorado
$13K +$13K +20 New
M1FG
602
Mach-1 Financial Group
Arkansas
$13K +$13K +20 New
AA
603
Ancora Advisors
Ohio
$11K – – –
S
604
Surevest
California
$11K +$11K +16 New
CWP
605
Concord Wealth Partners
Virginia
$11K +$11K +16 New
TCWM
606
Total Clarity Wealth Management
Illinois
$10K – – –
COCM
607
Charter Oak Capital Management
New Hampshire
$10K – – –
VNA
608
Valley National Advisers
Pennsylvania
$10K +$2.67K +4 +36%
VCM
609
Vigilant Capital Management
Maine
$9K – – –
CFGS
610
Concourse Financial Group Securities
Alabama
$9K – – –
KTC
611
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
CFA
612
Carroll Financial Associates
North Carolina
$9K +$1.29K +2 +17%
EFS
613
Econ Financial Services
Pennsylvania
$9K +$9K +13 New
WBC
614
West Branch Capital
Massachusetts
$9K +$9K +13 New
CHA
615
Carmichael Hill & Associates
Maryland
$8K – – –
LWCFA
616
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
JWA
617
JFS Wealth Advisors
Pennsylvania
$8K +$1.33K +2 +20%
AWM
618
Activest Wealth Management
Florida
$7K -$21K -30 -75%
TFA
619
Toth Financial Advisory
Virginia
$7K – – –
APC
620
Aspire Private Capital
North Carolina
$7K – – –
PWMG
621
Prestige Wealth Management Group
New Jersey
$7K – – –
CFD
622
Creative Financial Designs
Indiana
$7K – – –
DHGWA
623
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7K +11 New
HIIFS
624
Harel Insurance Investments & Financial Services
Israel
$6K -$7.33K -11 -55%
WPA
625
West Paces Advisors
Georgia
$5.93K +$659 +1 +13%
23 24
25
26 27