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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 %
WTA
626
Washington Trust Advisors
Massachusetts
$21.8K – – –
MA
627
MCF Advisors
Kentucky
$21.3K – – –
ST
628
Smithfield Trust
Pennsylvania
$21K – – –
CFB
629
Cullen/Frost Bankers
Texas
$20.7K +$19.1K +36 +1,200%
AAP
630
Arax Advisory Partners
Colorado
$20.2K +$2.66K +5 +15%
B
631
Birchbrook
Maine
$18.6K – – –
FCA
632
FinTrust Capital Advisors
South Carolina
$16.5K – – –
AIP
633
Ameritas Investment Partners
Nebraska
$15.9K – – –
HFM
634
Harvest Fund Management
China
$15K -$426K -823 -97%
FFO
635
Fortitude Family Office
Arizona
$14.9K +$532 +1 +4%
CT
636
Colonial Trust
South Carolina
$14.6K -$1.08K -2 -7%
TVWM
637
Tower View Wealth Management
Wisconsin
$14.4K – – –
PWMG
638
Private Wealth Management Group
New Jersey
$14.4K +$532 +1 +4%
RS
639
Rakuten Securities
Japan
$14.4K -$2.13K -4 -13%
GKIM
640
GW&K Investment Management
Massachusetts
$14K – – –
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$1.06K -2 -7%
PTC
642
Private Trust Company
Ohio
$13.8K – – –
GFPC
643
Global Financial Private Client
Florida
$13.3K +$13.3K +25 New
CAS
644
Coppell Advisory Solutions
Texas
$12.9K – – –
SA
645
SRH Advisors
Kansas
$11.2K – – –
MCM
646
MV Capital Management
Maryland
$10.1K +$9.04K +17 +850%
BCMLT
647
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.1K – – –
ZB
648
Zions Bancorporation
Utah
$9.57K -$3.72K -7 -28%
GBT
649
Grove Bank & Trust
Florida
$9.04K – – –
CAL
650
Capital Advisors Ltd
Ohio
$9K -$529 -1 -6%
24 25
26
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