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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
$373M
2
PCM
Pentwater Capital Management
Florida
$277M
3
KCM
Kodai Capital Management
Illinois
$256M
4
LCM
Laurion Capital Management
New York
$167M
5
First Trust Advisors
First Trust Advisors
Illinois
$219M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$335M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$543M
3
DCP
Durable Capital Partners
Maryland
$483M
4
Invesco
Invesco
Georgia
$368M
5
CCM
Cadian Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
701
Twin Tree Management
Texas
$18.9K -$7.42M -12,582 -100%
FCA
702
FinTrust Capital Advisors
South Carolina
$18.3K +$9.44K +16 +107%
RS
703
Rakuten Securities
Japan
$18.3K +$2.36K +4 +15%
AIP
704
Ameritas Investment Partners
Nebraska
$17.7K – – –
NFSG
705
Newbridge Financial Services Group
Florida
$17.7K – – –
CT
706
Colonial Trust
South Carolina
$17.1K +$1.18K +2 +7%
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$10K +17 +155%
GKIM
708
GW&K Investment Management
Massachusetts
$16K – – –
TVWM
709
Tower View Wealth Management
Wisconsin
$15.9K – – –
FFO
710
Fortitude Family Office
Arizona
$15.9K +$6.49K +11 +69%
PTC
711
Private Trust Company
Ohio
$15.3K -$6.49K -11 -30%
PWMG
712
Private Wealth Management Group
New Jersey
$15.3K +$9.44K +16 +160%
EWM
713
Evermay Wealth Management
Virginia
$14.7K – – –
ZB
714
Zions Bancorporation
Utah
$14.7K +$1.18K +2 +9%
ATPW
715
Ashton Thomas Private Wealth
Arizona
$14.7K +$14.7K +25 New
CAS
716
Coppell Advisory Solutions
Texas
$14.2K +$14.2K +24 New
VCM
717
Versant Capital Management
Arizona
$13.6K – – –
FCG
718
Financial Connections Group
California
$13K +$6.22K +11 +92%
TH
719
TCTC Holdings
Texas
$13K – – –
SA
720
SRH Advisors
Kansas
$12.4K – – –
VWM
721
Venturi Wealth Management
Texas
$11.8K +$590 +1 +5%
CA
722
Continuum Advisory
Idaho
$11.8K +$1.77K +3 +18%
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.2K +$7.67K +13 +217%
CAL
724
Capital Advisors Ltd
Ohio
$11K +$1.22K +2 +13%
IWA
725
IBEX Wealth Advisors
New Jersey
$10.6K +$10.6K +18 New
27 28
29
30 31