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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 %
RDIA
626
RE Dickinson Investment Advisors
Iowa
$7K +$1K +2 +17%
AAP
627
Arax Advisory Partners
Colorado
$6.9K – – –
AP
628
Arlington Partners
Alabama
$6.9K – – –
VWM
629
Venturi Wealth Management
Texas
$6.9K +$493 +1 +8%
AWA
630
Authentikos Wealth Advisory
California
$6.9K +$6.9K +14 New
AT
631
Arlington Trust
Alabama
$6.9K +$6.9K +14 New
WBC
632
West Branch Capital
Massachusetts
$6.4K – – –
JPWM
633
Jamison Private Wealth Management
Georgia
$6.4K +$6.4K +13 New
FRA
634
Front Row Advisors
California
$5.91K -$10.3K -21 -64%
CAC
635
Core Alternative Capital
Georgia
$5.91K – – –
GWS
636
Glassman Wealth Services
Virginia
$5.91K +$493 +1 +9%
APC
637
Aspire Private Capital
North Carolina
$4.93K – – –
TFA
638
Toth Financial Advisory
Virginia
$4.93K – – –
CFD
639
Creative Financial Designs
Indiana
$4.93K – – –
SOW
640
State of Wyoming
Wyoming
$4.93K +$2.46K +5 +100%
OAJ
641
Ogorek Anthony Joseph
New York
$4K – – –
BWL
642
Bogart Wealth LLC
Virginia
$3.94K – – –
MHR
643
Matthew Hamilton Rosenberg
$3.94K – – –
AWM
644
Abound Wealth Management
Tennessee
$3.94K – – –
JWA
645
JFS Wealth Advisors
Pennsylvania
$3.45K – – –
SFG
646
Steward Financial Group
Texas
$3K +$3K +8 New
GCS
647
Gordian Capital (Singapore)
Singapore
$2.96K – – –
HL
648
HeadInvest LLC
Maine
$2.48K +$2.48K +5 New
SWA
649
Sutton Wealth Advisors
Florida
$2.46K – – –
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$2.46K – – –
24 25
26
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