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HubSpot
HUBS

Overview Fund Activity

632 hedge funds and large institutions have $19.2B invested in HubSpot in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 223 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
10.12%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.3%
New
125
Increased
223
Reduced
179
Closed
54
Calls
$229M
Puts
$297M
Net Calls
-$68M
Net Calls Change
+$28.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.07B
2
Invesco
2
Invesco
Georgia
$353M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$231M
4
Bank of America
4
Bank of America
North Carolina
$343M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$222M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Jennison Associates
2
Jennison Associates
New York
$45.9M
3
NPCM
3
North Peak Capital Management
New York
$23.9M
4
Amundi
4
Amundi
France
$85.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
601
JFS Wealth Advisors
Pennsylvania
$3K +$1.72K +4 +133%
MIA
602
Milestone Investment Advisors
Wisconsin
$3K +$3K +7 New
GCS
603
Gordian Capital (Singapore)
Singapore
$3K – – –
GFWA
604
Grey Fox Wealth Advisors
Delaware
$2.57K +$2.57K +6 New
CBT
605
Central Bank & Trust
Kentucky
$2.57K +$2.57K +6 New
CFFP
606
Center for Financial Planning
Michigan
$2.14K – – –
RA
607
Rise Advisors
New York
$2.14K – – –
SC
608
Stephens Consulting
Michigan
$2.14K – – –
CFGS
609
Concourse Financial Group Securities
Alabama
$2.14K +$429 +1 +25%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$2K – – –
BCM
611
Blume Capital Management
California
$1.72K – – –
MA
612
Montag & Associates
Georgia
$1.72K – – –
NSG
613
Nalls Sherbakoff Group
Tennessee
$1.67K +$1.67K +4 New
PWMG
614
Prestige Wealth Management Group
New Jersey
$1.29K -$4.29K -10 -77%
SOW
615
State of Wyoming
Wyoming
$1.29K – – –
IGWM
616
ICA Group Wealth Management
Colorado
$1.29K – – –
VF
617
VitalStone Financial
Texas
$1K – – –
FCA
618
FinTrust Capital Advisors
South Carolina
$868 – – –
TWA
619
TCI Wealth Advisors
Arizona
$858 -$15.4K -36 -95%
PTC
620
Private Trust Company
Ohio
$858 -$1.72K -4 -67%
TFP
621
Tilia Fiduciary Partners
North Carolina
$858 – – –
KFI
622
Key Financial Inc
Pennsylvania
$858 – – –
ME
623
McIlrath & Eck
Washington
$858 +$858 +2 New
JWM
624
Janiczek Wealth Management
Colorado
$833 – – –
2L
625
25 LLC
Missouri
$445 +$445 +1 New
23 24
25
26 27