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HubSpot
HUBS

Overview Fund Activity

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$284M
2
LPC
2
Lone Pine Capital
Connecticut
$212M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$536M
4
BlackRock
4
BlackRock
New York
$1.75B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$154M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$472M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$119M
3
Invesco
3
Invesco
Georgia
$202M
4
Goldman Sachs
4
Goldman Sachs
New York
$311M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
601
Stephens Consulting
Michigan
$2.38K -$9.03K -19 -79%
CI Investments Inc
602
CI Investments Inc
Ontario, Canada
$2K -$217K -543 -99%
S
603
Surevest
California
$2K -$4.4K -11 -69%
FWM
604
Focused Wealth Management
New York
$2K – – –
BCM
605
Blume Capital Management
California
$2K – – –
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
CFFP
607
Center for Financial Planning
Michigan
$2K – – –
SWM
608
Sugarloaf Wealth Management
Georgia
$2K – – –
LWA
609
Lenox Wealth Advisors
New York
$2K +$2K +4 New
MGIM
610
M&G Investment Management
United Kingdom
$1.7K +$1.7K +3,576 New
SWA
611
Sutton Wealth Advisors
Florida
$1.43K – – –
PFBT
612
Parkside Financial Bank & Trust
Missouri
$1K -$13K -39 -93%
AF
613
Allworth Financial
California
$1K -$14.5K -29 -94%
MIM
614
Macroview Investment Management
Maryland
$1K -$9.33K -28 -90%
BA
615
Bivin & Associates
Oklahoma
$1K – – –
CSB
616
City State Bank
Iowa
$1K – – –
FBT
617
First Bank & Trust
South Dakota
$1K – – –
GCS
618
Gordian Capital (Singapore)
Singapore
$1K – – –
CWM
619
Curi Wealth Management
North Carolina
$1K – – –
KFI
620
Key Financial Inc
Pennsylvania
$1K – – –
DI
621
Disciplined Investments
Oklahoma
$1K +$1K +2 New
PCA
622
Providence Capital Advisors
North Carolina
$1K +$1K +3 New
FF
623
FourThought Financial
Florida
$1K +$727 +8 +267%
HCM
624
Hitchwood Capital Management
New York
– -$48.8M -74,000 Closed
Coatue Management
625
Coatue Management
New York
– -$44.5M -67,523 Closed
23 24
25
26 27