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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 %
CMP
651
Coston McIsaac & Partners
Maine
$8K – – –
AAP
652
Arax Advisory Partners
Colorado
$7.55K -$581 -1 -7%
JPWM
653
Jamison Private Wealth Management
Georgia
$7.55K – – –
WBC
654
West Branch Capital
Massachusetts
$7.55K – – –
SOW
655
State of Wyoming
Wyoming
$6.39K +$581 +1 +10%
PWMG
656
Private Wealth Management Group
New Jersey
$6.39K +$6.39K +11 New
TFA
657
Toth Financial Advisory
Virginia
$5.81K – – –
CAC
658
Core Alternative Capital
Georgia
$5.81K -$1.16K -2 -17%
CFD
659
Creative Financial Designs
Indiana
$5.81K – – –
APC
660
Aspire Private Capital
North Carolina
$5.81K – – –
VL
661
Vima LLC
Michigan
$5.81K +$5.81K +10 New
AWM
662
Abound Wealth Management
Tennessee
$5.37K +$597 +1 +13%
GWS
663
Glassman Wealth Services
Virginia
$5.23K -$1.74K -3 -25%
OAJ
664
Ogorek Anthony Joseph
New York
$5K – – –
BWL
665
Bogart Wealth LLC
Virginia
$4.64K – – –
MHR
666
Matthew Hamilton Rosenberg
$4.64K – – –
CJ
667
Caitlin John
Michigan
$4.64K +$4.64K +8 New
WIM
668
Westside Investment Management
California
$4.64K +$4.64K +8 New
JWA
669
JFS Wealth Advisors
Pennsylvania
$4.06K – – –
S
670
Sachetta
Massachusetts
$4.06K +$4.06K +7 New
AWM
671
Able Wealth Management
New Jersey
$4.06K +$4.06K +7 New
GCS
672
Gordian Capital (Singapore)
Singapore
$3.48K – – –
PPC
673
Park Place Capital
Alabama
$3.48K -$24.4K -42 -88%
First Manhattan
674
First Manhattan
New York
$3.48K +$3.48K +5 New
AW
675
Avion Wealth
Texas
$3K – – –
25 26
27
28 29