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HubSpot
HUBS

Overview Fund Activity

677 hedge funds and large institutions have $23.4B invested in HubSpot in 2023 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+45
Holders Change %
+7.12%
% of All Funds
10.68%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.21%
New
100
Increased
228
Reduced
242
Closed
52
Calls
$369M
Puts
$438M
Net Calls
-$68.4M
Net Calls Change
-$378K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$527M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
3
AM
AGF Management
Ontario, Canada
$119M
4
Morgan Stanley
Morgan Stanley
New York
$261M
5
Franklin Resources
Franklin Resources
California
$504M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$157M
2
Capital World Investors
Capital World Investors
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.12B
4
Artisan Partners
Artisan Partners
Wisconsin
$643M
5
Citadel Advisors
Citadel Advisors
Florida
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
701
Echo Street Capital Management
New York
– -$625K -1,457 Closed
GCM
702
Greenland Capital Management
New York
– -$454K -1,059 Closed
FRM
703
Fox Run Management
Connecticut
– -$391K -912 Closed
TSS
704
Two Sigma Securities
New York
– -$320K -746 Closed
QC
705
QCM Cayman
Texas
– -$303K -707 Closed
CM
706
Capula Management
Cayman Islands
– -$264K -615 Closed
LFM
707
LGT Fund Management
Liechtenstein
– -$257K -600 Closed
DFCM
708
Dark Forest Capital Management
Puerto Rico
– -$255K -595 Closed
CMF
709
Counterpoint Mutual Funds
California
– -$113K -264 Closed
ECG
710
Edge Capital Group
Georgia
– -$98.2K -229 Closed
BAM
711
Belpointe Asset Management
Nevada
– -$94.3K -220 Closed
MC
712
Machina Capital
France
– -$33.9K -79 Closed
MAM
713
Meeder Asset Management
Ohio
– -$31.7K -74 Closed
CA
714
Crewe Advisors
Utah
– -$12.4K -29 Closed
AAS
715
Ameritas Advisory Services
Nebraska
– -$11.3K -27 Closed
FMP
716
Financial Management Professionals
Texas
– -$6K -15 Closed
LFG
717
Larson Financial Group
Missouri
– -$5.57K -13 Closed
MIA
718
Milestone Investment Advisors
Wisconsin
– -$3K -7 Closed
GFWA
719
Grey Fox Wealth Advisors
Delaware
– -$2.57K -6 Closed
CBT
720
Central Bank & Trust
Kentucky
– -$2.57K -6 Closed
RA
721
Rise Advisors
New York
– -$2.14K -5 Closed
PWMG
722
Prestige Wealth Management Group
New Jersey
– -$1.29K -3 Closed
TWA
723
TCI Wealth Advisors
Arizona
– -$858 -2 Closed
ME
724
McIlrath & Eck
Washington
– -$858 -2 Closed
SC
725
Schubert & Co
Texas
– -$429 -1 Closed
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