414 hedge funds and large institutions have $5.75B invested in UiPath in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
6.6%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
59
Increased
147
Reduced
139
Closed
49
Calls
$132M
Puts
$75.7M
Net Calls
+$56.4M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$301K +$215K +12,594 +252%
BNP Paribas Asset Management
252
BNP Paribas Asset Management
France
$297K +$297K +17,368 New
LBWM
253
Left Brain Wealth Management
Illinois
$291K +$92.4K +5,400 +46%
QT
254
Quantamental Technologies
New York
$288K -$282K -16,498 -50%
SM
255
Sciencast Management
New Jersey
$287K +$287K +16,800 New
EOJOAM
256
E. Ohman J:or Asset Management
Sweden
$284K +$284K +16,600 New
SEI Investments
257
SEI Investments
Pennsylvania
$284K +$17.4K +1,016 +7%
MIH
258
Meitav Investment House
Israel
$283K
PCM
259
Princeton Capital Management
New Jersey
$280K +$40.3K +2,356 +17%
DIM
260
DC Investments Management
Virginia
$278K
NC
261
NinePointTwo Capital
California
$275K +$275K +16,109 New
Wealthfront Advisers
262
Wealthfront Advisers
California
$273K -$18K -1,052 -6%
S
263
SignatureFD
Georgia
$272K +$7.79K +455 +3%
SFS
264
Sowell Financial Services
Arkansas
$268K -$155K -9,102 -37%
SW
265
SteelPeak Wealth
California
$265K +$49.6K +2,896 +23%
M&T Bank
266
M&T Bank
New York
$263K -$7.27K -425 -3%
PWA
267
Phoenix Wealth Advisors
North Carolina
$262K -$1.87K -109 -0.7%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$254K +$176K +10,300 +226%
AG
269
Appleton Group
Wisconsin
$252K +$252K +14,738 New
BL
270
Balentine LLC
Georgia
$251K -$11K -644 -4%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$249K -$23.9K -1,395 -9%
PWM
272
Prosperity Wealth Management
California
$246K +$20K +1,170 +9%
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$242K -$18.5K -1,081 -7%
IIM
274
INTECH Investment Management
Florida
$238K +$238K +13,898 New
WT
275
Whittier Trust
California
$238K +$565 +33 +0.2%