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HubSpot
HUBS

Overview Fund Activity

659 hedge funds and large institutions have $28.4B invested in HubSpot in 2021 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 61 closing their positions.

Holders
659
Holders Change
+65
Holders Change %
+10.94%
% of All Funds
10.18%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.25%
New
136
Increased
227
Reduced
219
Closed
61
Calls
$533M
Puts
$1.02B
Net Calls
-$483M
Net Calls Change
-$8.57M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.24B
2
BlackRock
2
BlackRock
New York
$2.25B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$257M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$131M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$393M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$10.3M
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$383M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$155M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
626
Thomas J. Herzfeld Advisors
Florida
$5K – – –
BFC
627
Bedel Financial Consulting
Indiana
$5K – – –
TFM
628
TFC Financial Management
Massachusetts
$5K +$2.14K +3 +75%
SCA
629
Stonebridge Capital Advisors
Minnesota
$5K +$5K +7 New
ECM
630
Estabrook Capital Management
New York
$4.61K +$4.61K +7 New
RDIA
631
RE Dickinson Investment Advisors
Iowa
$4K +$4K +6 New
RDFA
632
Ritter Daniher Financial Advisory
Ohio
$4K +$4K +6 New
SWM
633
Sugarloaf Wealth Management
Georgia
$3K – – –
BCM
634
Blume Capital Management
California
$3K – – –
FWM
635
Focused Wealth Management
New York
$3K – – –
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
ZB
637
Zions Bancorporation
Utah
$3K +$750 +1 +33%
MTWM
638
Masso Torrence Wealth Management
New Jersey
$3K +$3K +4 New
CFFP
639
Center for Financial Planning
Michigan
$3K +$3K +5 New
FF
640
FourThought Financial
Florida
$2K – – –
AAP
641
Arax Advisory Partners
Colorado
$2K +$1.33K +2 +200%
CWM
642
Curi Wealth Management
North Carolina
$2K +$2K +4 New
SWA
643
Sutton Wealth Advisors
Florida
$1.98K +$1.98K +3 New
RFA
644
Reilly Financial Advisors
California
$1K – – –
CAL
645
Capital Advisors Ltd
Ohio
$1K +$1K +1 New
GCS
646
Gordian Capital (Singapore)
Singapore
$1K +$1K +1 New
CCA
647
Column Capital Advisors
Indiana
$1K +$1K +1 New
FBT
648
First Bank & Trust
South Dakota
$1K +$1K +2 New
LFG
649
Larson Financial Group
Missouri
$1K +$1K +2 New
HGWM
650
Harvest Group Wealth Management
Massachusetts
$1K +$1K +2 New
24 25
26
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