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HubSpot
HUBS

Overview Fund Activity

718 hedge funds and large institutions have $24.1B invested in HubSpot in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 272 increasing their positions, 253 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-75
Holders Change %
-9.46%
% of All Funds
10.38%
Holding in Top 10
11
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-52.17%
% of All Funds
0.16%
New
77
Increased
272
Reduced
253
Closed
143
Calls
$357M
Puts
$526M
Net Calls
-$169M
Net Calls Change
-$554M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$256M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
+$185M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$179M
5
DCP
Durable Capital Partners
Maryland
+$107M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$278M
2
Jennison Associates
Jennison Associates
New York
-$256M
3
Millennium Management
Millennium Management
New York
-$215M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$180M
5
LCM
Laurion Capital Management
New York
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
601
Edmond de Rothschild Holding
Switzerland
$61.1K -$9.57K -18 -14%
CFO
602
CVA Family Office
Colorado
$55.8K +$532 +1 +1%
MA
603
Montag & Associates
Georgia
$54.8K +$53.2K +100 +3,333%
MCM
604
Manchester Capital Management
Vermont
$54.8K +$6.91K +13 +14%
CA
605
Crewe Advisors
Utah
$54.8K +$14.9K +28 +37%
PS
606
Principal Securities
Iowa
$52.6K -$22.3K -42 -30%
WTC
607
WhitTier Trust Company
Nevada
$49.4K -$8.51K -16 -15%
CIAS
608
CBIZ Investment Advisory Services
Ohio
$43.6K +$19.1K +36 +78%
PCMC
609
Planning Capital Management Corporation
Pennsylvania
$40.9K – – –
CAM
610
Close Asset Management
United Kingdom
$39K – – –
VCM
611
Versant Capital Management
Arizona
$38.8K +$26.6K +50 +217%
SSB
612
Sandy Spring Bank
Maryland
$37.2K – – –
HPC
613
HM Payson & Co
Maine
$36.1K +$9.57K +18 +36%
PP
614
PFS Partners
New Jersey
$32.4K – – –
AA
615
AlphaCentric Advisors
Puerto Rico
$31.4K -$532 -1 -2%
GWM
616
Geneos Wealth Management
Colorado
$31.4K +$29.2K +55 +1,375%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$29.8K -$5.85K -11 -16%
GAAM
618
Guinness Atkinson Asset Management
California
$29.2K – – –
TFIPS
619
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.6K – – –
GAG
620
Goodman Advisory Group
Massachusetts
$26K – – –
BCWM
621
Bartlett & Co Wealth Management
Ohio
$25.5K – – –
WSFS
622
Wilmington Savings Fund Society
Delaware
$25K +$25K +47 New
BIA
623
Bell Investment Advisors
California
$23.9K -$1.06K -2 -4%
RTC
624
Riverview Trust Company
Washington
$23.4K +$532 +1 +2%
CTA
625
Colonial Trust Advisors
South Carolina
$21.8K – – –
23 24
25
26 27