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 %
EI
251
Ellevest Inc
New York
$31.5K +$24.4K +1,919 +345%
BAM
252
Belpointe Asset Management
Nevada
$27.5K +$27.5K +2,162 New
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$27K +$2.04K +166 +8%
BCV
254
Banque Cantonale Vaudoise
Switzerland
$26K
USCWA
255
U.S. Capital Wealth Advisors
Texas
$25.5K +$25.5K +2,008 New
SL
256
Sonnipe Ltd
Isle Of Man
$25.5K +$25.5K +2,008 New
AP
257
Antipodes Partners
Australia
$24K +$24K +1,935 New
SSB
258
Sandy Spring Bank
Maryland
$23.4K
BEI
259
Benjamin Edwards Inc
Missouri
$22K +$4.8K +371 +28%
IUHSA
260
Itau Unibanco Holding S.A.
Brazil
$20.2K +$4.17K +328 +26%
LC
261
Lindbrook Capital
California
$19.8K +$17.8K +1,397 +890%
AF
262
Allworth Financial
California
$19.1K +$16.2K +1,277 +565%
MCC
263
Money Concepts Capital
Florida
$18.4K +$18.4K +1,450 New
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$17.8K -$12.4K -979 -41%
JWM
265
Janiczek Wealth Management
Colorado
$17.5K +$10.3K +762 +146%
HWA
266
HHM Wealth Advisors
Tennessee
$15.4K -$3.11K -245 -17%
TWD
267
True Wealth Design
Ohio
$15.3K +$15.3K +1,200 New
RTC
268
Riverview Trust Company
Washington
$14K -$8.21K -627 -37%
PLU
269
Performa Ltd (US)
South Carolina
$13.3K +$6.04K +475 +83%
OCM
270
Orion Capital Management
California
$12.7K
CCM
271
Cribstone Capital Management
Maine
$12.7K
AFG
272
Albion Financial Group
Utah
$12.7K
POIA
273
Pin Oak Investment Advisors
Texas
$11K
HT
274
Headlands Technologies
Illinois
$11K +$11K +897 New
ASN
275
Advisory Services Network
Georgia
$11K +$11K +863 New