474 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 192 increasing their positions, 146 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-34
Holders Change %
-6.69%
% of All Funds
6.89%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
192
Reduced
146
Closed
100
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
226
Harel Insurance Investments & Financial Services
Israel
$507K -$127K -10,000 -20%
BTI
227
Blue Trust Inc
Georgia
$500K +$288K +12,688 +136%
AIM
228
Aigen Investment Management
New York
$497K +$497K +39,211 New
CGH
229
Crossmark Global Holdings
Texas
$472K -$75.4K -5,948 -14%
CIA
230
Capital Impact Advisors
Massachusetts
$462K +$286K +22,553 +163%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$457K +$70.4K +5,555 +18%
ZIG
232
Zuckerman Investment Group
Illinois
$456K +$456K +36,000 New
CIA
233
Concurrent Investment Advisors
Florida
$451K +$196K +15,445 +77%
Comerica Bank
234
Comerica Bank
Texas
$438K +$119K +9,410 +37%
Lazard Asset Management
235
Lazard Asset Management
New York
$432K +$366K +28,858 +553%
Wealthfront Advisers
236
Wealthfront Advisers
California
$426K +$52K +4,102 +14%
HWAM
237
Hennion & Walsh Asset Management
New Jersey
$424K +$49.2K +3,880 +13%
SW
238
SteelPeak Wealth
California
$423K +$136K +10,754 +48%
Principal Financial Group
239
Principal Financial Group
Iowa
$421K -$45.2K -3,564 -10%
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$412K
TD Asset Management
241
TD Asset Management
Ontario, Canada
$408K +$43.1K +3,400 +12%
DT
242
Diversified Trust
Tennessee
$403K +$94.2K +7,429 +30%
IEFM
243
IQ EQ Fund Management
Ireland
$396K +$396K +31,236 New
SW
244
SVB Wealth
Massachusetts
$381K -$365K -28,802 -49%
CF
245
Centaurus Financial
California
$380K
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$378K +$55.8K +4,400 +17%
NRD
247
Nebula Research & Development
New York
$374K +$374K +29,509 New
GAA
248
Green Alpha Advisors
Colorado
$373K -$24.3K -1,917 -6%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$364K
William Blair & Company
250
William Blair & Company
Illinois
$358K -$45.1K -3,554 -11%