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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
601
Colonial Trust
South Carolina
$14.9K – – –
CWP
602
Concord Wealth Partners
Virginia
$14.8K – – –
NFSG
603
Newbridge Financial Services Group
Florida
$14.8K – – –
AIP
604
Ameritas Investment Partners
Nebraska
$14.8K – – –
C
605
Covestor
United Kingdom
$14K -$4.83K -10 -26%
HFS
606
Hantz Financial Services
Michigan
$14K – – –
PTC
607
Private Trust Company
Ohio
$13.3K – – –
GBT
608
Grove Bank & Trust
Florida
$13.3K +$4.93K +10 +59%
TVWM
609
Tower View Wealth Management
Wisconsin
$13K – – –
Optiver Holding
610
Optiver Holding
Netherlands
$12.8K +$12.8K +26 New
AF
611
Advisornet Financial
Minnesota
$12.3K -$1.48K -3 -11%
ZB
612
Zions Bancorporation
Utah
$12.3K – – –
GWSA
613
Global Wealth Strategies & Associates
Colorado
$12.3K – – –
EWM
614
Evermay Wealth Management
Virginia
$12.3K – – –
VCM
615
Versant Capital Management
Arizona
$11.3K – – –
BG
616
Bollard Group
Massachusetts
$11K – – –
SA
617
SRH Advisors
Kansas
$10.3K – – –
CB
618
CNB Bank
Pennsylvania
$10.3K +$10.3K +21 New
JMF
619
Johnson Midwest Financial
Iowa
$9.85K – – –
CPG
620
Cornerstone Planning Group
New Jersey
$8.37K +$985 +2 +13%
MIM
621
Macroview Investment Management
Maryland
$8.37K +$1.97K +4 +31%
CAL
622
Capital Advisors Ltd
Ohio
$8K – – –
BF
623
BOK Financial
Oklahoma
$7.63K +$424 +1 +6%
CHA
624
Carmichael Hill & Associates
Maryland
$7.39K – – –
CMP
625
Coston McIsaac & Partners
Maine
$7K – – –
23 24
25
26 27