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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 %
NFSG
626
Newbridge Financial Services Group
Florida
$17.4K – – –
HFS
627
Hantz Financial Services
Michigan
$16K – – –
TVWM
628
Tower View Wealth Management
Wisconsin
$16K – – –
CT
629
Colonial Trust
South Carolina
$15.9K – – –
PTC
630
Private Trust Company
Ohio
$15.7K – – –
GBT
631
Grove Bank & Trust
Florida
$15.7K – – –
EWM
632
Evermay Wealth Management
Virginia
$14.5K – – –
ZB
633
Zions Bancorporation
Utah
$14.5K – – –
GWSA
634
Global Wealth Strategies & Associates
Colorado
$14.5K – – –
CAS
635
Coppell Advisory Solutions
Texas
$13.9K +$9.87K +17 +243%
VCM
636
Versant Capital Management
Arizona
$13.4K – – –
BG
637
Bollard Group
Massachusetts
$13K – – –
SA
638
SRH Advisors
Kansas
$12.2K – – –
CB
639
CNB Bank
Pennsylvania
$12.2K – – –
PMFA
640
Plante Moran Financial Advisors
Michigan
$10.5K +$10.5K +18 New
BF
641
BOK Financial
Oklahoma
$10.4K – – –
TCWA
642
Turtle Creek Wealth Advisors
Texas
$9.87K +$9.87K +17 New
FFO
643
Fortitude Family Office
Arizona
$9.29K +$9.29K +16 New
CAL
644
Capital Advisors Ltd
Ohio
$9K – – –
Kayne Anderson Rudnick Investment Management
645
Kayne Anderson Rudnick Investment Management
California
$8.73K +$5.82K +10 +200%
PFBT
646
Parkside Financial Bank & Trust
Missouri
$8.71K -$24.4K -42 -74%
CHA
647
Carmichael Hill & Associates
Maryland
$8.71K – – –
FCA
648
FinTrust Capital Advisors
South Carolina
$8.71K +$6.97K +12 +400%
AT
649
Arlington Trust
Alabama
$8.13K – – –
AP
650
Arlington Partners
Alabama
$8.13K – – –
24 25
26
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