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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 %
SWA
651
Sutton Wealth Advisors
Florida
$2.46K – – –
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$2.46K – – –
LFG
653
Larson Financial Group
Missouri
$2.46K +$2.46K +5 New
CAS
654
Coppell Advisory Solutions
Texas
$2.02K -$7.23K -25 -78%
BCM
655
Blume Capital Management
California
$1.97K – – –
NSG
656
Nalls Sherbakoff Group
Tennessee
$1.97K – – –
MA
657
Montag & Associates
Georgia
$1.97K – – –
M
658
MOTCO
Texas
$1.48K – – –
FCA
659
FinTrust Capital Advisors
South Carolina
$1.48K – – –
IPW
660
Impact Partnership Wealth
Georgia
$1.48K – – –
GWM
661
Geneos Wealth Management
Colorado
$1.48K +$1.48K +3 New
CTC
662
Central Trust Company
Missouri
$1.48K +$1.48K +3 New
AW
663
Avion Wealth
Texas
$1K – – –
VF
664
VitalStone Financial
Texas
$1K – – –
JWM
665
Janiczek Wealth Management
Colorado
$985 – – –
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$985 – – –
KFI
667
Key Financial Inc
Pennsylvania
$985 – – –
GI
668
Gradient Investments
Minnesota
$985 – – –
WT
669
Whittier Trust
California
$985 +$985 +2 New
HGERS
670
Householder Group Estate & Retirement Specialist
Arizona
$985 +$985 +2 New
TWP
671
TFO Wealth Partners
Ohio
$532 +$532 +1 New
PP
672
Paloma Partners
Connecticut
$493 -$471K -956 -100%
RG
673
Retirement Group
California
$493 – – –
AP
674
Atwood & Palmer
Missouri
$493 +$493 +1 New
EL
675
EMFO LLC
Florida
$493 +$493 +1 New
25 26
27
28 29