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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 %
CFFP
676
Center for Financial Planning
Michigan
$2.9K – – –
SC
677
Stephens Consulting
Michigan
$2.9K – – –
MIM
678
Macroview Investment Management
Maryland
$2.32K -$7.55K -13 -76%
BCM
679
Blume Capital Management
California
$2.32K – – –
GWM
680
Geneos Wealth Management
Colorado
$2.32K +$581 +1 +33%
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$2.32K +$1.16K +2 +100%
LIWM
682
Long Island Wealth Management
New York
$2K +$2K +4 New
M
683
MOTCO
Texas
$1.74K – – –
CTC
684
Central Trust Company
Missouri
$1.74K – – –
IGWM
685
ICA Group Wealth Management
Colorado
$1.74K +$1.74K +3 New
PA
686
Pineridge Advisors
Missouri
$1.74K +$1.74K +3 New
W
687
WealthCollab
Washington
$1.74K +$1.74K +3 New
MA
688
Montag & Associates
Georgia
$1.44K -$1.44K -2 -50%
NSG
689
Nalls Sherbakoff Group
Tennessee
$1.16K -$1.16K -2 -50%
JWM
690
Janiczek Wealth Management
Colorado
$1.16K – – –
GI
691
Gradient Investments
Minnesota
$1.16K – – –
KFI
692
Key Financial Inc
Pennsylvania
$1.16K – – –
VF
693
VitalStone Financial
Texas
$1K – – –
HGERS
694
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
TWP
695
TFO Wealth Partners
Ohio
$581 – – –
RG
696
Retirement Group
California
$581 – – –
EL
697
EMFO LLC
Florida
$581 – – –
DAM
698
Delta Asset Management
Tennessee
$581 +$581 +1 New
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$581 +$581 +1 New
BHWM
700
Beaird Harris Wealth Management
Texas
$581 +$581 +1 New
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