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HubSpot
HUBS

Overview Fund Activity

238 hedge funds and large institutions have $4.7B invested in HubSpot in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
5.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
48
Increased
78
Reduced
81
Closed
27
Calls
$22.5M
Puts
$88.3M
Net Calls
-$65.7M
Net Calls Change
-$7.07M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$90.1M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$64.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$44.6M
4
BlackRock
4
BlackRock
New York
$317M
5
Capital World Investors
5
Capital World Investors
California
$27M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$560M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$206M
3
Jennison Associates
3
Jennison Associates
New York
$109M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$325M
5
Bank of America
5
Bank of America
North Carolina
$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$75K – – –
AG
202
Advisor Group
Arizona
$75K +$44.4K +353 +145%
Citigroup
203
Citigroup
New York
$70K -$45.2K -360 -39%
DekaBank Deutsche Girozentrale
204
DekaBank Deutsche Girozentrale
Germany
$57K – – –
ASN
205
Advisory Services Network
Georgia
$50K – – –
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$50K – – –
AIM
207
Arcadia Investment Management
Michigan
$46K – – –
FHA
208
First Horizon Advisors
Tennessee
$34K -$5.21K -42 -13%
MA
209
MUFG Americas
New York
$31K – – –
JA
210
JOYN Advisors
Georgia
$31K +$31K +250 New
PC
211
Polar Capital
United Kingdom
$30.8K -$6.7K -53,409 -18%
RFC
212
Regions Financial Corp
Alabama
$26K +$26K +210 New
VFA
213
Valeo Financial Advisors
Indiana
$25K – – –
SIC
214
Salem Investment Counselors
North Carolina
$24K +$24K +189 New
RCAG
215
Rehmann Capital Advisory Group
Michigan
$19.7K +$19.7K +157 New
BFEC
216
Benjamin F. Edwards & Company
Missouri
$19K – – –
HI
217
Harrington Investments
California
$16K – – –
FANJ
218
Financial Architects (New Jersey)
New Jersey
$14K – – –
RFWA
219
RPg Family Wealth Advisory
Massachusetts
$12.4K – – –
ATC
220
Adirondack Trust Company
New York
$11K +$7.12K +55 +183%
SBL
221
Sargent Bickham Lagudis
Colorado
$10K – – –
PG
222
Patten Group
Tennessee
$9K +$9K +72 New
APA
223
American Portfolios Advisors
New York
$8.9K +$8.9K +71 New
QCG
224
Quadrant Capital Group
Ohio
$8K -$696 -6 -8%
SPIA
225
Steward Partners Investment Advisory
New York
$6K – – –
7 8
9
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