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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 %
MC
751
Maverick Capital
Texas
– -$378K -768 Closed
BC
752
Bridgefront Capital
Texas
– -$372K -756 Closed
VCM
753
Vetamer Capital Management
California
– -$367K -745 Closed
FMAEN1
754
Fund Management at Engine No 1
California
– -$353K -716 Closed
SW
755
SVB Wealth
Massachusetts
– -$343K -696 Closed
MM
756
MQS Management
New York
– -$297K -604 Closed
YIH
757
Y-Intercept (HK)
Hong Kong
– -$290K -589 Closed
NRD
758
Nebula Research & Development
New York
– -$267K -542 Closed
TFCP
759
Twin Focus Capital Partners
Massachusetts
– -$259K -525 Closed
AR
760
Advisory Research
Illinois
– -$254K -515 Closed
EDRIA
761
Edmonds Duncan Registered Investment Advisors
Kansas
– -$253K -514 Closed
RFC
762
Regions Financial Corp
Alabama
– -$242K -491 Closed
GT
763
Glenmede Trust
Pennsylvania
– -$231K -469 Closed
ESCM
764
Echo Street Capital Management
New York
– -$217K -440 Closed
Koshinski Asset Management
765
Koshinski Asset Management
Illinois
– -$209K -425 Closed
CSPIA
766
Cary Street Partners Investment Advisory
Virginia
– -$115K -234 Closed
OA
767
Operose Advisors
Wisconsin
– -$97K -197 Closed
KI
768
Kapitalo Investimentos
Brazil
– -$78.3K -159 Closed
CFB
769
Cullen/Frost Bankers
Texas
– -$51.2K -104 Closed
CMBA
770
C.M. Bidwell & Associates
Hawaii
– -$51.2K -104 Closed
RTC
771
Riverview Trust Company
Washington
– -$21.2K -43 Closed
AS
772
Altshuler Shaham
Israel
– -$20.7K -42 Closed
EARNEST Partners
773
EARNEST Partners
Georgia
– -$15.8K -32 Closed
Optiver Holding
774
Optiver Holding
Netherlands
– -$12.8K -26 Closed
AWA
775
Authentikos Wealth Advisory
California
– -$6.9K -14 Closed
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