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HubSpot
HUBS

Overview Fund Activity

700 hedge funds and large institutions have $26.3B invested in HubSpot in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 251 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+25
Holders Change %
+3.7%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
116
Increased
222
Reduced
251
Closed
81
Calls
$553M
Puts
$676M
Net Calls
-$123M
Net Calls Change
-$45.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.09B
2
Citadel Advisors
Citadel Advisors
Florida
$178M
3
Holocene Advisors
Holocene Advisors
New York
$156M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$262M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$115M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
2
Artisan Partners
Artisan Partners
Wisconsin
$384M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
Neuberger Berman Group
Neuberger Berman Group
New York
$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
601
Close Asset Management
United Kingdom
$42K +$17.3K +30 +70%
SSB
602
Sandy Spring Bank
Maryland
$40.6K – – –
AA
603
AlphaCentric Advisors
Puerto Rico
$39.5K +$39.5K +68 New
RFA
604
Resurgent Financial Advisors
Georgia
$36.6K +$4.64K +8 +15%
VWM
605
Venturi Wealth Management
Texas
$35.4K +$27.3K +47 +336%
WTA
606
Washington Trust Advisors
Massachusetts
$34.3K – – –
QL
607
Quarry LP
New York
$32.5K +$10.5K +18 +47%
FWM
608
FSA Wealth Management
Massachusetts
$31K +$31K +54 New
HPC
609
HM Payson & Co
Maine
$29K – – –
RS
610
Rakuten Securities
Japan
$29K +$29K +50 New
SWS
611
SYSTM Wealth Solutions
Illinois
$29K +$29K +50 New
GAG
612
Goodman Advisory Group
Massachusetts
$28.4K – – –
OIAM
613
OFI Invest Asset Management
France
$27.9K +$526 +1 +2%
SAM
614
Smartleaf Asset Management
Massachusetts
$26.5K +$26.5K +45 New
BIA
615
Bell Investment Advisors
California
$25.5K -$581 -1 -2%
MA
616
MCF Advisors
Kentucky
$23.2K – – –
GRP
617
Global Retirement Partners
California
$23.2K -$39K -69 -63%
ST
618
Smithfield Trust
Pennsylvania
$23K -$18.2K -30 -44%
CWC
619
Carolinas Wealth Consulting
North Carolina
$20.9K – – –
B
620
Birchbrook
Maine
$20.3K +$20.3K +35 New
RIM
621
Rakuten Investment Management
Japan
$20K +$20K +34 New
CPG
622
Cornerstone Planning Group
New Jersey
$18.6K +$8.71K +15 +88%
AF
623
Advisornet Financial
Minnesota
$18K +$3.48K +6 +24%
AIP
624
Ameritas Investment Partners
Nebraska
$17.4K – – –
CWP
625
Concord Wealth Partners
Virginia
$17.4K – – –
23 24
25
26 27