493 hedge funds and large institutions have $8.57B invested in UiPath in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 181 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
+79
Holders Change %
+19.08%
% of All Funds
7.23%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
128
Increased
181
Reduced
131
Closed
43
Calls
$240M
Puts
$171M
Net Calls
+$68.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$678K +$174K +6,995 +34%
TAM
252
Titleist Asset Management
Texas
$660K -$373K -15,000 -36%
SGA
253
Seaport Global Advisors
Massachusetts
$657K +$657K +26,441 New
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$657K -$106K -4,249 -14%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$657K +$5.27K +212 +0.8%
AWM
256
Axxcess Wealth Management
California
$637K -$86.7K -3,491 -12%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$599K +$52.2K +2,100 +10%
SPM
258
Symmetry Peak Management
Pennsylvania
$596K +$596K +24,000 New
SWM
259
Spire Wealth Management
Virginia
$592K +$201K +9,021 +51%
OTL
260
Oak Thistle LLC
New York
$590K +$590K +23,747 New
ACS
261
Archford Capital Strategies
Illinois
$575K +$88.2K +3,550 +18%
UB
262
UMB Bank
Missouri
$571K
FA
263
FDx Advisors
Illinois
$570K -$143K -5,768 -20%
PP
264
Prudential plc
United Kingdom
$568K +$568K +22,872 New
ICP
265
Interchange Capital Partners
Pennsylvania
$557K -$92.9K -3,769 -14%
BPA
266
Beacon Pointe Advisors
California
$556K +$556K +22,366 New
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$543K +$111K +4,472 +26%
Assenagon Asset Management
268
Assenagon Asset Management
Luxembourg
$528K -$23K -927 -4%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$524K -$34.5K -1,388 -6%
AC
270
AXQ Capital
New Jersey
$524K -$460K -18,500 -47%
LCM
271
Landscape Capital Management
New Jersey
$523K +$523K +21,057 New
KAS
272
Kestra Advisory Services
Texas
$523K +$523K +21,046 New
M&T Bank
273
M&T Bank
New York
$519K +$137K +5,495 +36%
AP
274
AtonRa Partners
Switzerland
$514K -$76.2K -3,068 -13%
CIA
275
Concurrent Investment Advisors
Florida
$509K +$509K +20,504 New