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HubSpot
HUBS

Overview Fund Activity

626 hedge funds and large institutions have $20.5B invested in HubSpot in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 257 increasing their positions, 200 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.91%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
82
Increased
257
Reduced
200
Closed
108
Calls
$260M
Puts
$404M
Net Calls
-$145M
Net Calls Change
+$338M

Top Buyers

1
DCP
1
Durable Capital Partners
Maryland
$284M
2
LPC
2
Lone Pine Capital
Connecticut
$212M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$536M
4
BlackRock
4
BlackRock
New York
$1.75B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$154M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$472M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$119M
3
Invesco
3
Invesco
Georgia
$202M
4
Goldman Sachs
4
Goldman Sachs
New York
$311M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
701
Mather Group
Illinois
– -$200K -304 Closed
AS
702
Altshuler Shaham
Israel
– -$185K -280 Closed
GA
703
GraniteShares Advisors
New York
– -$150K -228 Closed
BAM
704
Belpointe Asset Management
Nevada
– -$135K -205 Closed
NL
705
NVWM LLC
Pennsylvania
– -$118K -179 Closed
CFB
706
Cullen/Frost Bankers
Texas
– -$92K -140 Closed
AIL
707
AGF Investments LLC
Ontario, Canada
– -$72K -109 Closed
RFP
708
Roth Financial Partners
Texas
– -$66K -100 Closed
HPC
709
HM Payson & Co
Maine
– -$55K -84 Closed
CWS
710
Confluence Wealth Services
Pennsylvania
– -$30K -47 Closed
CA
711
CoreCap Advisors
Michigan
– -$20K -31 Closed
WAS
712
Winch Advisory Services
Wisconsin
– -$19K -29 Closed
GI
713
Gradient Investments
Minnesota
– -$17K -26 Closed
TCM
714
Tradewinds Capital Management
Washington
– -$16K -25 Closed
PB
715
Pinnacle Bancorp
Nebraska
– -$15K -22 Closed
M1FG
716
Mach-1 Financial Group
Arkansas
– -$13K -20 Closed
TCWM
717
Total Clarity Wealth Management
Illinois
– -$10K -15 Closed
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -12 Closed
HIIFS
719
Harel Insurance Investments & Financial Services
Israel
– -$6K -9 Closed
ECM
720
Estabrook Capital Management
New York
– -$4.61K -7 Closed
SCA
721
Stonebridge Capital Advisors
Minnesota
– -$5K -7 Closed
TFM
722
TFC Financial Management
Massachusetts
– -$5K -7 Closed
MTWM
723
Masso Torrence Wealth Management
New Jersey
– -$3K -4 Closed
HNWA
724
Henrickson Nauta Wealth Advisors
Michigan
– -$1K -3 Closed
AAP
725
Arax Advisory Partners
Colorado
– -$2K -3 Closed
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