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HubSpot
HUBS

Overview Fund Activity

793 hedge funds and large institutions have $27B invested in HubSpot in 2024 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 302 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+66
Holders Change %
+9.08%
% of All Funds
11.53%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
147
Increased
302
Reduced
237
Closed
71
Calls
$936M
Puts
$551M
Net Calls
+$385M
Net Calls Change
+$360M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$317M
2
PCM
Pentwater Capital Management
Florida
+$277M
3
KCM
Kodai Capital Management
Illinois
+$203M
4
LCM
Laurion Capital Management
New York
+$167M
5
First Trust Advisors
First Trust Advisors
Illinois
+$128M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$596M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
DCP
Durable Capital Partners
Maryland
-$161M
4
Invesco
Invesco
Georgia
-$149M
5
CCM
Cadian Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
651
Covestor
United Kingdom
$87K -$8.88K -15 -9%
CI Investments Inc
652
CI Investments Inc
Ontario, Canada
$86K -$6.52K -11 -7%
IFAM
653
Institutional & Family Asset Management
Colorado
$85.5K -$1.77K -3 -2%
PS
654
Principal Securities
Iowa
$83.2K +$21.8K +37 +36%
CFGS
655
Concourse Financial Group Securities
Alabama
$82.6K +$10K +17 +14%
QCG
656
Quadrant Capital Group
Ohio
$82K – – –
EDRH
657
Edmond de Rothschild Holding
Switzerland
$78.4K -$12.4K -21 -14%
T
658
TOBAM
France
$78K +$78K +132 New
TWC
659
TD Waterhouse Canada
Ontario, Canada
$75.3K +$19.6K +33 +35%
GWP
660
Gen-Wealth Partners
Michigan
$74.9K – – –
GI
661
GAMMA Investing
California
$70.2K -$590 -1 -0.8%
ADL
662
Asset Dedication LLC
California
$69.6K +$69.6K +118 New
UB
663
UMB Bank
Missouri
$65.5K – – –
WTC
664
WhitTier Trust Company
Nevada
$64.3K +$18.9K +32 +42%
CFO
665
CVA Family Office
Colorado
$61.3K +$1.77K +3 +3%
AF
666
Allworth Financial
California
$59.8K +$5.74K +12 +11%
LS
667
Livforsakringsbolaget Skandia
Sweden
$58.9K – – –
VNA
668
Valley National Advisers
Pennsylvania
$56K -$583 -1 -1%
MCM
669
Manchester Capital Management
Vermont
$53.1K +$3.54K +6 +7%
SAM
670
Smartleaf Asset Management
Massachusetts
$52.7K +$25.2K +43 +91%
JSAM
671
J. Safra Asset Management
New York
$51.3K +$44.8K +76 +691%
PCMC
672
Planning Capital Management Corporation
Pennsylvania
$45.4K – – –
CA
673
Crewe Advisors
Utah
$44.2K +$37.2K +63 +525%
CAM
674
Close Asset Management
United Kingdom
$43K – – –
SSB
675
Sandy Spring Bank
Maryland
$41.3K – – –
25 26
27
28 29