334 hedge funds and large institutions have $3.97B invested in UiPath in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 96 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
5.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
86
Increased
96
Reduced
100
Closed
47
Calls
$36.9M
Puts
$20.4M
Net Calls
+$16.5M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
226
Compagnie Lombard Odier SCmA
Switzerland
$104K
Bank Julius Baer & Co
227
Bank Julius Baer & Co
Switzerland
$92K -$22.4K -1,772 -20%
FHA
228
First Horizon Advisors
Tennessee
$88.8K -$9.61K -756 -10%
Amundi
229
Amundi
France
$88.3K -$62.6K -4,730 -41%
KIA
230
Kraematon Investment Advisors
Massachusetts
$83.7K +$83.7K +6,585 New
AAM
231
Advisors Asset Management
Colorado
$82.3K -$11.9K -940 -13%
AAP
232
Arax Advisory Partners
Colorado
$66.2K +$11.2K +884 +20%
WTC
233
WhitTier Trust Company
Nevada
$64.7K
CA
234
Clearstead Advisors
Ohio
$61.1K -$19.5K -1,537 -24%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$60K -$22.6K -1,767 -27%
CG
236
Cutler Group
California
$58K -$107K -8,462 -65%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$58K +$12.3K +974 +27%
AIG
238
American International Group
New York
$51.5K -$521 -41 -1%
NA
239
NewEdge Advisors
Louisiana
$48.8K +$48.8K +6,612 New
EWA
240
EverSource Wealth Advisors
Alabama
$44.4K +$43.9K +3,452 +8,630%
QC
241
Quent Capital
New York
$41.3K +$41.3K +3,253 New
EDRH
242
Edmond de Rothschild Holding
Switzerland
$41.1K
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$41K -$8.75K -701 -18%
AF
244
Advisornet Financial
Minnesota
$39.7K
GWM
245
Geneos Wealth Management
Colorado
$39.6K -$17.2K -1,350 -30%
QCG
246
Quadrant Capital Group
Ohio
$39.4K +$28K +2,205 +247%
CWP
247
Concord Wealth Partners
Virginia
$37K +$37K +2,909 New
BFEC
248
Benjamin F. Edwards & Company
Missouri
$36K -$29.7K -2,302 -45%
O
249
Ossiam
France
$35.7K
IA
250
IFP Advisors
Florida
$32K -$134K -1,915 -81%