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HubSpot
HUBS

Overview Fund Activity

250 hedge funds and large institutions have $4.82B invested in HubSpot in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
5.58%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
100
Reduced
63
Closed
49
Calls
$25.7M
Puts
$53.3M
Net Calls
-$27.6M
Net Calls Change
+$9.06M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$655M
2
Artisan Partners
Artisan Partners
Wisconsin
$182M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$47.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$428M
5
Capital Research Global Investors
Capital Research Global Investors
California
$268M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
Alkeon Capital Management
Alkeon Capital Management
New York
$46.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$26.2M
5
Deutsche Bank
Deutsche Bank
Germany
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$55K -$5.44K -43 -9%
ASN
202
Advisory Services Network
Georgia
$54K +$6.47K +51 +14%
FNC
203
First National Corp
Massachusetts
$54K +$54K +431 New
MCM
204
McKinley Capital Management
Alaska
$51K +$51K +409 New
FHB
205
First Hawaiian Bank
Hawaii
$43K +$43K +340 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +316 New
IDBONY
207
Israel Discount Bank of New York
New York
$38K -$9.5K -75 -20%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$31K -$2.55K -20 -8%
JA
209
JOYN Advisors
Georgia
$31K – – –
FHA
210
First Horizon Advisors
Tennessee
$27K – – –
RFC
211
Regions Financial Corp
Alabama
$26K – – –
EWM
212
Executive Wealth Management
Michigan
$26K +$26K +204 New
AIL
213
AGF Investments LLC
Ontario, Canada
$25K +$25K +197 New
VFA
214
Valeo Financial Advisors
Indiana
$24K – – –
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$23K – – –
IA
216
IFP Advisors
Florida
$19K – – –
BFEC
217
Benjamin F. Edwards & Company
Missouri
$19K – – –
APA
218
American Portfolios Advisors
New York
$14.6K +$5.66K +45 +63%
RFWA
219
RPg Family Wealth Advisory
Massachusetts
$14.2K – – –
RE
220
RBC Europe
United Kingdom
$13.8K – – –
PRC
221
Pearl River Capital
Michigan
$13K +$13K +101 New
IUHSA
222
Itau Unibanco Holding S.A.
Brazil
$12K – – –
CAM
223
Cresset Asset Management
Illinois
$12K +$12K +98 New
ATC
224
Adirondack Trust Company
New York
$11K – – –
MOS
225
MGO One Seven
Ohio
$10K +$10K +82 New
7 8
9
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