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HubSpot
HUBS

Overview Fund Activity

564 hedge funds and large institutions have $11.9B invested in HubSpot in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 181 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-17
Holders Change %
-2.93%
% of All Funds
9.75%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.26%
New
70
Increased
222
Reduced
181
Closed
80
Calls
$202M
Puts
$255M
Net Calls
-$53.2M
Net Calls Change
-$1.58M

Top Buyers

1
ACA
1
Abdiel Capital Advisors
New York
$220M
2
Tiger Global Management
2
Tiger Global Management
New York
$161M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$698M
4
AM
4
Atreides Management
Massachusetts
$61.2M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$59.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$834M
2
SM
2
SCGE Management
California
$157M
3
Citadel Advisors
3
Citadel Advisors
Florida
$40.7M
4
Jennison Associates
4
Jennison Associates
New York
$171M
5
Capital World Investors
5
Capital World Investors
California
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
601
Prio Wealth Limited Partnership
Massachusetts
– -$213K -707 Closed
PTC
602
Petrus Trust Company
Texas
– -$208K -692 Closed
SWP
603
Stratos Wealth Partners
Ohio
– -$204K -677 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
604
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$203K -675 Closed
CIAS
605
Capital Investment Advisory Services
North Carolina
– -$200K -664 Closed
PFS
606
Prospera Financial Services
Texas
– -$112K -372 Closed
AIM
607
ARK Investment Management
Florida
– -$121K -357 Closed
EMFAT
608
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$88K -292 Closed
Capstone Investment Advisors
609
Capstone Investment Advisors
New York
– -$66K -219 Closed
NICM
610
Neo Ivy Capital Management
New York
– -$59K -197 Closed
AIP
611
Ahrens Investment Partners
Louisiana
– -$30K -100 Closed
EC
612
Elequin Capital
New York
– -$21K -71 Closed
TAM
613
Tucker Asset Management
Colorado
– -$13.8K -46 Closed
HFM
614
Harvest Fund Management
China
– -$12K -40 Closed
VVP
615
Venture Visionary Partners
Ohio
– -$10.8K -36 Closed
OPW
616
Oxler Private Wealth
New York
– -$10.5K -35 Closed
UB
617
UMB Bank
Missouri
– -$9K -29 Closed
AWM
618
Activest Wealth Management
Florida
– -$6K -21 Closed
COCM
619
Charter Oak Capital Management
New Hampshire
– -$6K -21 Closed
CA
620
CoreCap Advisors
Michigan
– -$6K -21 Closed
CWP
621
Concord Wealth Partners
Virginia
– -$5K -16 Closed
VCM
622
Vigilant Capital Management
Maine
– -$4K -14 Closed
TCOV
623
Trust Company of Vermont
Vermont
– -$4K -14 Closed
BWL
624
Bogart Wealth LLC
Virginia
– -$4K -12 Closed
ODG
625
O'Dell Group
Ohio
– -$4K -12 Closed
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