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HubSpot

727 hedge funds and large institutions have $28.5B invested in HubSpot in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 298 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+27
Holders Change %
+3.86%
% of All Funds
10.54%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
97
Increased
298
Reduced
224
Closed
58
Calls
$416M
Puts
$391M
Net Calls
+$24.9M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Shares
Change %
PS
601
Principal Securities
Iowa
$65.2K +$11.3K +18 +21%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$63.7K +$8.14K +12 +15%
CFO
603
CVA Family Office
Colorado
$63.3K +$627 +1 +1%
AA
604
Alta Advisers
United Kingdom
$62.7K
LS
605
Livforsakringsbolaget Skandia
Sweden
$62.6K
VNA
606
Valley National Advisers
Pennsylvania
$60K +$8.66K +14 +17%
MCM
607
Manchester Capital Management
Vermont
$52.6K +$627 +1 +1%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$50.1K
PCMC
609
Planning Capital Management Corporation
Pennsylvania
$48.2K
SWS
610
SYSTM Wealth Solutions
Illinois
$48.2K +$16.9K +27 +54%
WTC
611
WhitTier Trust Company
Nevada
$48.2K
CAM
612
Close Asset Management
United Kingdom
$46K
SSB
613
Sandy Spring Bank
Maryland
$43.9K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$41.4K +$32K +51 +340%
GAAM
615
Guinness Atkinson Asset Management
California
$41.4K -$18.8K -30 -31%
PP
616
PFS Partners
New Jersey
$38.2K -$38.2K -61 -50%
AA
617
AlphaCentric Advisors
Puerto Rico
$37.6K -$5.01K -8 -12%
WTA
618
Washington Trust Advisors
Massachusetts
$37K
WT
619
Whittier Trust
California
$37K -$28.8K -46 -44%
CIAS
620
CBIZ Investment Advisory Services
Ohio
$35.7K +$35.7K +57 New
GRP
621
Global Retirement Partners
California
$32.6K +$6.89K +11 +27%
HPC
622
HM Payson & Co
Maine
$31.3K
OIAM
623
OFI Invest Asset Management
France
$31.3K +$580 +1 +2%
TFIPS
624
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31.3K +$31.3K +50 New
GAG
625
Goodman Advisory Group
Massachusetts
$30.7K