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HubSpot
HUBS

Overview Fund Activity

675 hedge funds and large institutions have $22.1B invested in HubSpot in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 242 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
10.76%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
78
Increased
242
Reduced
239
Closed
71
Calls
$356M
Puts
$433M
Net Calls
-$76.6M
Net Calls Change
-$8.25M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$390M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$614M
3
PI
3
Putnam Investments
Massachusetts
$119M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Tiger Global Management
5
Tiger Global Management
New York
$128M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$465M
2
GKIM
2
GW&K Investment Management
Massachusetts
$126K
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
ACA
4
Abdiel Capital Advisors
New York
$482M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPM
701
Symmetry Peak Management
Pennsylvania
– -$1.06M -2,000 Closed
CIBC World Market
702
CIBC World Market
Ontario, Canada
– -$1M -1,884 Closed
JCM
703
JAT Capital Management
Connecticut
– -$720K -1,354 Closed
V
704
Veritable
Delaware
– -$632K -1,187 Closed
SSWM
705
Sheets Smith Wealth Management
North Carolina
– -$469K -882 Closed
KCM
706
Kornitzer Capital Management
Kansas
– -$452K -850 Closed
AWM
707
Avior Wealth Management
Nebraska
– -$445K -837 Closed
HIM
708
Hillsdale Investment Management
Ontario, Canada
– -$399K -750 Closed
CIM
709
Chiron Investment Management
New York
– -$362K -680 Closed
VIA
710
Vident Investment Advisory
Georgia
– -$334K -627 Closed
ALAM
711
Asahi Life Asset Management
Japan
– -$330K -620 Closed
SSA
712
Schonfeld Strategic Advisors
New York
– -$319K -600 Closed
MCP
713
Mirador Capital Partners
California
– -$304K -572 Closed
SC
714
Shay Capital
New York
– -$303K -569 Closed
MFG
715
Merit Financial Group
Georgia
– -$295K -554 Closed
FGAM
716
Financial Gravity Asset Management
Texas
– -$178 -532 Closed
WA
717
Wealth Alliance
New York
– -$278K -522 Closed
FP
718
Foundry Partners
Minnesota
– -$270K -507 Closed
PWS
719
Private Wealth Strategies
Ohio
– -$266K -500 Closed
CGH
720
Crossmark Global Holdings
Texas
– -$259K -466 Closed
CCM
721
Coldstream Capital Management
Washington
– -$237K -445 Closed
CA
722
Cetera Advisors
Colorado
– -$229K -431 Closed
PPP
723
Private Portfolio Partners
New Jersey
– -$229K -431 Closed
WMA
724
West Michigan Advisors
Michigan
– -$215K -404 Closed
CAM
725
Claret Asset Management
Quebec, Canada
– -$214K -402 Closed
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