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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$527M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
AM
AGF Management
Ontario, Canada
$119M
4
Morgan Stanley
Morgan Stanley
New York
$261M
5
Franklin Resources
Franklin Resources
California
$504M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$157M
2
Capital World Investors
Capital World Investors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.12B
4
Artisan Partners
Artisan Partners
Wisconsin
$643M
5
Citadel Advisors
Citadel Advisors
Florida
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
601
Carolinas Wealth Consulting
North Carolina
$19.2K – – –
BTI
602
Blue Trust Inc
Georgia
$19K -$230K -532 -92%
FRA
603
Front Row Advisors
California
$18K +$545 +1 +3%
EARNEST Partners
604
EARNEST Partners
Georgia
$17K – – –
CAS
605
Coppell Advisory Solutions
Texas
$16.5K +$16.5K +32 New
PAI
606
Pittenger & Anderson Inc
Nebraska
$16K – – –
AIP
607
Ameritas Investment Partners
Nebraska
$16K – – –
CWP
608
Concord Wealth Partners
Virginia
$16K – – –
NFSG
609
Newbridge Financial Services Group
Florida
$16K – – –
HFS
610
Hantz Financial Services
Michigan
$15K – – –
AF
611
Advisornet Financial
Minnesota
$14.9K -$2.13K -4 -13%
PTC
612
Private Trust Company
Ohio
$14.4K +$13.3K +25 +1,250%
TVWM
613
Tower View Wealth Management
Wisconsin
$14K +$14K +27 New
Loomis, Sayles & Company
614
Loomis, Sayles & Company
Massachusetts
$14K +$14K +27 New
CT
615
Colonial Trust
South Carolina
$13.9K – – –
EWM
616
Evermay Wealth Management
Virginia
$13.3K +$13.3K +25 New
ZB
617
Zions Bancorporation
Utah
$13.3K – – –
GWSA
618
Global Wealth Strategies & Associates
Colorado
$13.3K – – –
GTAM
619
Global Trust Asset Management
Florida
$13.3K +$13.3K +25 New
VCM
620
Versant Capital Management
Arizona
$12.2K +$7.98K +15 +188%
BG
621
Bollard Group
Massachusetts
$12K – – –
SCA
622
Stonebridge Capital Advisors
Minnesota
$11.2K +$11.2K +21 New
BWA
623
BDO Wealth Advisors
Florida
$10.6K – – –
JMF
624
Johnson Midwest Financial
Iowa
$10.6K – – –
FCAG
625
First Capital Advisors Group
New Jersey
$10.1K +$10.1K +19 New
23 24
25
26 27