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 %
Janus Henderson Group
251
Janus Henderson Group
United Kingdom
$356K -$25.7K -2,032 -7%
PFS
252
Prospera Financial Services
Texas
$355K -$7.55K -595 -2%
MPM
253
MBB Public Markets
Illinois
$349K +$349K +27,548 New
ACS
254
Archford Capital Strategies
Illinois
$347K +$55.1K +4,342 +19%
JSSH
255
J. Safra Sarasin Holding
$346K +$346K +27,317 New
BCV
256
Banque Cantonale Vaudoise
Switzerland
$339K +$137K +10,829 +68%
TAM
257
Titleist Asset Management
Texas
$337K
PAG
258
Private Advisor Group
New Jersey
$325K -$566K -44,624 -63%
CL
259
COWA LLC
Oklahoma
$324K +$25.3K +1,999 +8%
AB
260
Amalgamated Bank
New York
$323K +$2.1K +166 +0.7%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$310K -$710K -55,989 -70%
NFG
262
Nations Financial Group
Iowa
$310K +$310K +24,436 New
AWM
263
Axxcess Wealth Management
California
$307K +$71.3K +5,621 +30%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$302K -$1.03M -81,554 -77%
CWM
265
CIBC World Markets
New York
$299K +$98.5K +7,772 +49%
Cerity Partners
266
Cerity Partners
New York
$298K -$80.4K -6,343 -21%
HWM
267
HB Wealth Management
Georgia
$293K +$293K +23,123 New
SPWM
268
Straight Path Wealth Management
Michigan
$292K -$254 -20 -0.1%
UB
269
UMB Bank
Missouri
$292K
AA
270
Axiom Advisory
California
$290K +$290K +16,758 New
PCM
271
Princeton Capital Management
New Jersey
$289K +$66.1K +5,212 +30%
MIM
272
MetLife Investment Management
New Jersey
$285K +$37.8K +2,983 +15%
Swedbank
273
Swedbank
Sweden
$277K +$277K +21,817 New
TI
274
Tidal Investments
Wisconsin
$274K -$1.21M -95,728 -82%
SS
275
Sunbelt Securities
Texas
$266K +$35.4K +2,792 +15%