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HubSpot

581 hedge funds and large institutions have $13B invested in HubSpot in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 178 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-45
Holders Change %
-7.19%
% of All Funds
9.82%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
71
Increased
240
Reduced
178
Closed
104
Calls
$222M
Puts
$274M
Net Calls
-$51.7M
Net Calls Change
+$93M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
651
Cigna Investments
Connecticut
-$226K -476 Closed
SS
652
Simplicity Solutions
Minnesota
-$225K -474 Closed
AI
653
Accredited Investors
Minnesota
-$222K -468 Closed
MC
654
Maverick Capital
Texas
-$215K -453 Closed
NC
655
NinePointTwo Capital
California
-$214K -452 Closed
WJWM
656
Williams Jones Wealth Management
New York
-$214K -450 Closed
EDRIA
657
Edmonds Duncan Registered Investment Advisors
Kansas
-$213K -448 Closed
PCA
658
Personal Capital Advisors
California
-$208K -438 Closed
CIBC World Market
659
CIBC World Market
Ontario, Canada
-$206K -434 Closed
KFS
660
Kaizen Financial Strategies
California
-$204K -430 Closed
Koshinski Asset Management
661
Koshinski Asset Management
Illinois
-$160K -336 Closed
SFO
662
Standard Family Office
South Dakota
-$140K -295 Closed
SCA
663
Sandy Cove Advisors
Massachusetts
-$82K -172 Closed
LAS
664
Lloyd Advisory Services
Georgia
-$42K -89 Closed
ADL
665
Asset Dedication LLC
California
-$36K -75 Closed
RFWA
666
RPg Family Wealth Advisory
Massachusetts
-$29.9K -63 Closed
DZ Bank
667
DZ Bank
Germany
-$29K -58 Closed
BC
668
BIT Capital
Germany
-$16.6K -35 Closed
FAG
669
Fortitude Advisory Group
Washington
-$16K -34 Closed
CWC
670
Carolinas Wealth Consulting
North Carolina
-$16K -33 Closed
T
671
TCWP
Ohio
-$10K -23 Closed
CFGS
672
Concourse Financial Group Securities
Alabama
-$7K -14 Closed
EFS
673
Econ Financial Services
Pennsylvania
-$6K -13 Closed
FF
674
FourThought Financial
Florida
-$1K -11 Closed
BFC
675
Bedel Financial Consulting
Indiana
-$5K -10 Closed