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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$527M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
AM
AGF Management
Ontario, Canada
$119M
4
Morgan Stanley
Morgan Stanley
New York
$261M
5
Franklin Resources
Franklin Resources
California
$504M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$157M
2
Capital World Investors
Capital World Investors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.12B
4
Artisan Partners
Artisan Partners
Wisconsin
$643M
5
Citadel Advisors
Citadel Advisors
Florida
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
651
JFS Wealth Advisors
Pennsylvania
$3.73K – – –
GCS
652
Gordian Capital (Singapore)
Singapore
$3.19K – – –
CFFP
653
Center for Financial Planning
Michigan
$2.66K – – –
SC
654
Stephens Consulting
Michigan
$2.66K – – –
SOW
655
State of Wyoming
Wyoming
$2.66K +$1.06K +2 +67%
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$2.66K +$2.66K +5 New
SWA
657
Sutton Wealth Advisors
Florida
$2.66K +$2.66K +5 New
PMFA
658
Plante Moran Financial Advisors
Michigan
$2.66K +$2.66K +5 New
MA
659
Montag & Associates
Georgia
$2.13K – – –
BCM
660
Blume Capital Management
California
$2.13K – – –
CFGS
661
Concourse Financial Group Securities
Alabama
$2.13K -$532 -1 -20%
NSG
662
Nalls Sherbakoff Group
Tennessee
$2.07K – – –
AW
663
Avion Wealth
Texas
$2K +$2K +5 New
IGWM
664
ICA Group Wealth Management
Colorado
$1.6K – – –
M
665
MOTCO
Texas
$1.6K +$1.6K +3 New
IPW
666
Impact Partnership Wealth
Georgia
$1.6K +$1.6K +3 New
2L
667
25 LLC
Missouri
$1.1K +$551 +1 +100%
JWM
668
Janiczek Wealth Management
Colorado
$1.07K – – –
KFI
669
Key Financial Inc
Pennsylvania
$1.06K – – –
TFP
670
Tilia Fiduciary Partners
North Carolina
$1.06K – – –
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$1.06K +$532 +1 +100%
DI
672
Disciplined Investments
Oklahoma
$1.06K +$532 +1 +100%
GI
673
Gradient Investments
Minnesota
$1.06K +$1.06K +2 New
VF
674
VitalStone Financial
Texas
$1K – – –
FCA
675
FinTrust Capital Advisors
South Carolina
$868 – – –
25 26
27
28 29